Pre Sale

Let's face it. At some point in time all entrepreneurs will exit their business whether by choice or circumstance. Most company owners only think about the sale process when it's time to sell. That's too late. Learn everything you need to know about selling your business when you're not thinking about selling your business.  



Forewarning on Proprietary Deals Forewarning on Proprietary Deals Forewarning on Proprietary Deals Forewarning on Proprietary Deals


Examining the pitfalls of a proprietary deal from the seller's viewpoint. Even if a seller deals with a single buyer, he or she is...

Minimizing Inevitable Risks in the Sale Process Minimizing Inevitable Risks in the Sale Process Minimizing Inevitable Risks in the Sale Process Minimizing Inevitable Risks in the Sale Process


To ensure that the window of vulnerability is as short as possible, it’s critical to thoroughly prepare for a structured, competitive...

The Four Stages of an Exit The Four Stages of an Exit The Four Stages of an Exit The Four Stages of an Exit


Excerpts from the book Finish Big: How Great Entrepreneurs Exit Their Companies on Top. Penguin Publishing Group.

Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business Choosing the Right M&A Attorney When Selling Your Mid Market Business


A common sense approach for CEOs to follow when selecting the right M&A attorney for their deal.

Podcast: Private Equity Basics For Mid-Market Entrepreneurs Podcast: Private Equity Basics For Mid-Market Entrepreneurs Podcast: Private Equity Basics For Mid-Market Entrepreneurs Podcast: Private Equity Basics For Mid-Market Entrepreneurs


Private equity buyers can be a great exit option for many middle market business owners. In this podcast, learn the basics of private...

Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning Podcast: The Importance of Business Continuity Planning


What if you died and your spouse just inherited your business. What should they do with it? Learn more about business continuity planning...

Podcast: Preserving Life Stories for Family Businesses Podcast: Preserving Life Stories for Family Businesses Podcast: Preserving Life Stories for Family Businesses Podcast: Preserving Life Stories for Family Businesses


Learn how owners can make sure their business and family legacy is long-lasting and positive.

Podcast: Expensive Mistakes When Selling a Business Podcast: Expensive Mistakes When Selling a Business Podcast: Expensive Mistakes When Selling a Business Podcast: Expensive Mistakes When Selling a Business


In this podcast with Stuart Sorkin, learn about common exit planning mistakes and things you can do right now to prepare for an exit.

Podcast: Strategies for Managing Wealth in Your Private Business Podcast: Strategies for Managing Wealth in Your Private Business Podcast: Strategies for Managing Wealth in Your Private Business Podcast: Strategies for Managing Wealth in Your Private Business


In this podcast, Chris Mercer talks about invaluable strategies for unlocking the wealth in private businesses and creating financial...

Want to Increase the Value of Your Business by up to 71 Percent? Want to Increase the Value of Your Business by up to 71 Percent? Want to Increase the Value of Your Business by up to 71 Percent? Want to Increase the Value of Your Business by up to 71 Percent?


Sponsored content for the The Value Builder System™ Your company is probably your largest asset. It’s likely worth more than your...

Lessons Learned from Negative Buyer Feedback Lessons Learned from Negative Buyer Feedback Lessons Learned from Negative Buyer Feedback Lessons Learned from Negative Buyer Feedback


A business owner that is contemplating the sale of her or his business could greatly benefit from rigorous buyer feedback two of three...

Podcast: A Guide to Family Business Transitions Podcast: A Guide to Family Business Transitions Podcast: A Guide to Family Business Transitions Podcast: A Guide to Family Business Transitions


Business succession can be a very stressful process for families. In this podcast, an industry pioneer discusses some fundamental ways for...

Podcast: Skills Needed for Successful Family Wealth Transfer Podcast: Skills Needed for Successful Family Wealth Transfer Podcast: Skills Needed for Successful Family Wealth Transfer Podcast: Skills Needed for Successful Family Wealth Transfer


Discover the problems that face families when transferring wealth and understand what you can do to make the process a smooth one.

Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning? Podcast: Why Don't Business Owners Embrace Exit Planning?


Exit planning is understanding the correlation between the way a business is run and its valuation.

Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business Podcast: Think Twice Before Involving Your Kids in the Family Business


Author of two international best-seller books, Tom Deans, Ph.D. provides a thought-provoking and contrarian approach to business succession...

5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning 5 Core Tenets of Exit Planning


Business owners: prepare for the single largest financial transaction in your lifetime.

Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning Podcast: Managing Family Dynamics in Business Succession Planning


Wealth brings complexity. In this podcast, Matthew Wesley, a family succession expert, shares his experiences in managing the dynamics of a...

Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table Podcast: How Private, Mid-Market Businesses Can Avoid Leaving Money on the Table


The average business has a 26% value gap. Think of it as the amount of money that you would leave on the table if you went to sell your...

Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story Been There, Done That: An Energy Services Entrepreneur Tells His Sale Story


The best way to understand how a deal comes together is to hear it directly from someone who has done it before. In this article,...