A well-run sale is a team effort that starts years before a buyer calls. Five short articles on who belongs on your team, and when to bring each of them in.
Start with Part 1The M&A team
Nobody Just Wakes Up Prepared to Sell — Here’s Who Should Already Be in the Room
Two owners, two very different sale processes. The difference is which advisors were already in the room, and how early they got there.
Read Part 13 minThe CPA
The Numbers Have to Hold Up Long Before a Buyer Looks at Them
A quality-of-earnings team doesn’t ask whether the business is growing. It asks whether the numbers are real.
Read Part 23 minThe estate-planning attorney
The Attorney Conversation With the Shortest Shelf Life
Estate-planning moves are most efficient at today’s valuation. Why this conversation can’t wait, and what to do if it doesn’t happen.
Read Part 33 minThe tax & wealth advisor
Tax and Wealth Planning Are One Conversation, Not Two
Tax planning and wealth planning answer each other. Why they belong in one conversation, years before a letter of intent.
Read Part 43 minM&A counsel
Spend the Ten Weeks on What Matters
M&A counsel comes in for the letter of intent negotiation and stays through closing. What a good M&A attorney does, and how we work alongside them.
Read Part 53 minThinking about a sale, or advising someone who is?
A confidential, no-obligation conversation is a good place to start.
