Perspectives for business owners and the advisors who work with them.

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Series · 5 parts

The Coordination Series

Five conversations every owner should start before a buyer calls, and the five advisors who make a sale go right.

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  1. 1The M&A teamWho should already be in the room
  2. 2The CPANumbers that hold up
  3. 3The estate-planning attorneyThe shortest shelf life
  4. 4The tax & wealth advisorOne conversation, not two
  5. 5M&A counselThe ten weeks to closing

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Coordination Series · Part 1

Nobody Just Wakes Up Prepared to Sell — Here’s Who Should Already Be in the Room

3 min readRead
 Coordination Series · Part 2

The Numbers Have to Hold Up Long Before a Buyer Looks at Them

3 min readRead
 Coordination Series · Part 3

The Attorney Conversation With the Shortest Shelf Life

3 min readRead
 Coordination Series · Part 4

Tax and Wealth Planning Are One Conversation, Not Two

3 min readRead
 Coordination Series · Part 5

Spend the Ten Weeks on What Matters

3 min readRead

Thinking about a sale, now or in a few years?

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