Preparing your business for sale seems overwhelming, but with the correct preparation you can ensure a smooth transaction process. We can help with the selection of a transaction advisor and work with the team to get your financial information ready, starting with normalized historical earnings, and building future projections. From ensuring all financial statements, tax return and documents accuracy, to knowing where a prospective buyer will be looking, to helping construct the required data room - we have knowledge of all the key areas that prepare you for sale.

Structuring the tax plan for selling a business requires careful planning to minimize tax liabilities and maximize after-tax proceeds. Working well in advance of a transaction allows us to ensure that the primary tax minimization strategies including optimizing the use of the capital gains exemption and stripping out retained earnings, are considered and implemented when appropriate.

There are an array of important financial details that weigh in on the final transaction price and terms. We can help think through the reasonableness of the overall price and the key terms including appropriate use of deferred payments and earn outs. There are also important fine tuning adjustments relating to how debt and working capital are factored into the price to ensure a fairness for buyer and seller.