Blind Profile
Confidential Marketing
Careful Buyer Screening
Introduction Buyer/Seller
Negotiation.
Offer-to-Purchase
Due Diligence
Financial Arrangements
Legal Document Preparation
Closing
Post-Closing Tax Implications

Selling your business: Steps for Success

Even if you are five years or longer away from deciding to sell, it is essential to start the preliminary marketability analysis and prepare, so the business is seen in the brightest light.

Maybe you already run your business like it is always for sale by ensuring that it is operating as efficiently as possible. That’s good, because your business should be so attractive to a buyer – that you would buy it!

We have performed hundreds of business valuations. Once you confidently know the Fair Market Value of your business you can start deciding on a timetable, figuring out the tax implications, or updating your business plan for enhancing the appeal to prospective investors.

Our firm’s competitive transaction fees are based on successfully completing transactions. For more information, please contact A Neumann & Associates, LLC. at 703-338-0200 or j.oddo@NeumannAssociates.com .

Joe Oddo
703-338-0200
Prepare – Take Action – Succeed

Don't sell products, sell dreams.

- Steve Jobs

Joe Oddo

Mergers & Acquisition Advisor, Professional Writer, Business & Campaign Strategist, Public Speaker.

Steps 3 - 14

Maximizing Your Return When Selling Your Business

Goose Creek, SC - January 2023. Every new season bring fresh forward reflection. For business owners, that could entail formulating a picture of what an exit from your business would look like.

Though a majority of owners have up to 75% of their net worth tied up in their business, most do not have a formal plan in place that deals with the inevitability that they will not work forever. Having a plan in place not only provides a level of comfort, but it also allows you to start thinking about the next chapter in your life.

Maximizing your financial exit using our Mergers & Acquisition (M & A) Intermediary service provides you the highest degree of confidentiality while walking you through the various steps of the process. These include the financial recasting, developing the confidential marketing, delivering a qualified buyer, setting up a proper introduction, then seeing it through to closing.

Even if you are five years or longer away from deciding to sell, it is essential to start the preliminary marketability analysis and prepare, so the business is seen in the brightest light. Maybe you already run your business like it is always for sale by ensuring that it is operating as efficiently as possible. That’s good, because your business should be so attractive to a buyer – that you would buy it!

If you haven’t considered the depth of the process, here are some of the steps along the way:

Identifying a trusted M&A Advisor for facilitating the process.
Recasting of financial data in order to show real cashflow, legitimate addbacks, and other seller discretionary income sources (first assignment for M&A Advisor).
Fair Market Valuation.
Blind Profile.
Confidential Marketing.
Careful Prospective Buyer Screening.
Introduction of the Buyer to the Seller.
Negotiation.
Offer-to-Purchase.
Due Diligence.
Financial Arrangements.
Legal Document Preparation.
Closing.
Post-Closing Tax Implications.

Taking all these steps on your own would be impossible while simultaneously trying to run the business. Potential buyers pay careful attention to how you generate cashflow, so in order to maximize your return, none of the above should distract you from that mission. Plus, since the business must be operating at maximum efficiency to appeal to the prospective buyer, any leak in confidentiality would impair the ability to consummate a deal.

Commissioning a Certified Business Valuation from your M&A Advisor is a smart first step which can be done long before you are ready to sell. This gives you a baseline on the Fair Market Value of your business as an ongoing concern. Once you confidently know what your business might bring on the open market, you can start deciding on a timetable, figuring out the tax implications, or updating your business plan for enhancing the appeal to prospective investors.

Each step can be extended, delayed, or put off indefinitely, but these steps cannot be shortcut. This is where the value of our professional M & A service is most realized.

Contact me now to discuss a marketability analysis. Everything we do is completely confidential. There is no risk or obligation in simply speaking with us to explore this opportunity.

E-mail me, or call (703) 338-0200 to discuss options and get more details on the process.

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Joseph Oddo, Managing Director, Carolinas / Georgia

Direct: (703) 338-0200 / J.Oddo@neumannassociates.com /

linkedin.com/in/josephoddo

A. Neumann & Associates
The Leading Mergers & Acquisition Firm on the East Coast
84 First Avenue - Postal Box 500, Atlantic Highlands, NJ 07716-0500 Tel. (732) 872-6777
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About A. Neumann Associates Mergers & Acquisition Advisors
We are one of the largest, most successful Mergers & Acquisitions firm on the East Coast with more than 18 years of successful transactions. We have been involved in the sale of hundreds of businesses. Please refer to our website for more information including testimonials and the qualifications/experience of our principals.

Our Strength

Buyers seek businesses that provide a serious cash flow. So put on your buyers hat, and scan your business for how to improve the edges.

Can the new owner expect to retain your current clients? Does your business plan or business model need modernized?

We can help with these.

Goose Creek, SC, United States 703-338-0200 write4u@consultant.com

Write Consult 703-338-0200