Here is list of everything we need to complete a valuation – Business Valuation Checklist.

We want to sit down with you to understand more about your goals and those of your children.  Some of the questions we would ask are as follows:

Who will be playing an active role in the business? What skills do you and your children have?  What type of industry are you interested in?  What will make you and your children successful?  How much do you have to invest?  

In order to answer this question, we would want to understand more about your background, experience and what you enjoy doing.  There are pros and cons to both options, and we can help you through the decision making process.

Do you want to know what your business is really worth and how to justify the price?  Do you want to put your business in the best light and make sure your clients are well taken care of after you move on? Would you like to broaden the reach of appropriate buyers for your business?

These are just a few of the questions to consider first.  If you answer yes to any of them, you should talk to us further. 

It may be time to move on and do something else with your life.  Call us today and we can walk you through the steps.

We are here to help you.  Here is the Buyers Questionnaire that will help us gather information needed or contact us now and we can talk by phone or meet in person.

We can help you work through this question by valuing the business and real estate separately vs combined.  We will then walk you through the variables at play, some of which are tax related.

We would need to understand more about the business you are looking for and your background and financial situation.  Once we understand that, we can guide you through the SBA application process and offer alternative financing partners. 

We value your confidentiality and request that a confidentiality agreement is signed by any interested buyer prior to sharing information.  Click to view and print Confidentiality Agreement

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