Preparation Consulting

If you are planning to sell your company within the next five years, now is the ideal time to engage in the preparation and planning process. We love when owners contact us in the early stages of their thought process. We want to build a collaborative relationship and lay the groundwork for a future successful transaction for you.

Through advanced preparation, you will have time to strategically position your company in a way that is most attractive to buyers. Often, selling a business is a personal decision and the right moment can come unexpectedly and quickly. By starting now, your business will be ready when the time is right for you.

If you are unsure of where to begin and have questions like …

“What is my company worth today?”

“Is my company ready to be marketed?”

“Is now the right time to sell?”

“How will ‘XYZ issue’ affect a sale?”

“How could I increase the value of my company?”

“Am I prepared with a solid financial plan for the proceeds?”

…then our Wayfinder Consultation service is likely a great starting point for you.

WAYFINDER CONSULTATION

Our initial meeting is complementary and carries no obligations. During which we can confirm if the consultation would be beneficial for your needs.

Once begun, we will take a deep dive on your business to comprehensively understand it. The process will include a review of finances, operations, personnel, and contracts, among other components. We will conduct interviews with you to ensure we truly understand what drives value in your business, how it accomplishes its objectives, and your goals from a sale.

Upon completion of our review, you will receive a comprehensive report, custom-tailored to your company that includes major topics of

1) valuation,

2) market readiness,

3) growth plan, and

4) charting an action plan.

This consultation is designed to provide clarity so you can take the next steps with confidence.

Additionally, there are wealth management tools and tax strategies available to those who plan ahead which will maximize the net proceeds from the sale. We can guide you through the process and put you in touch with professionals from multiple disciplines to ensure you have a full 360-degree perspective.