RCA

Paul and Hasan co-owned a successful mid-sized business and were preparing to sell. Their goal was to sell the business in a way that provided them with financial security while making the transition smooth. The Challenge The key challenge was that while both Paul and...

Restructure

When Mark came to us, he had spent years focused on growing his business and handling the daily challenges that come with running a company. Leaving the business hadn’t been on his mind thus the company’s structure was still based on advice he received when he first...

Individual Pension Plan

Patty (55) and Doug (56) own an manufacturing company with several employees. They were considering selling their business in about five years. They are concerned that the sale may not provide sufficient funds to meet their retirement needs, as they have not saved...

The Pros & Cons of Sale Options

Selling to an Outside Party A third-party (outside) buyer refers to an individual or entity that is not currently involved in the business and is seeking to purchase it. Business owners may choose to sell to a third-party buyer instead of an internal buyer, such as a...

10 signs its time to sell

Strong and Stable Financial Performance One of the most critical indicators is the financial health of your business. Potential buyers are attracted to companies that show consistent revenue growth, strong profit margins, and solid cash flow. Business PreparationYour...