Arizona Business Owners
You know there’s more to life than your business, but change is hard – especially when you are changing everything.
Your Business. Your Life. It’s hard to know where one stops and the other starts.
If it’s time to say “good bye business” and “hello life,” we can help you work through the tough decisions and maximize your returns.
All in the Family
When it is time to pass the baton to the next generation or your key employees, letting go will be hard.
We’ll show you how to let go with confidence and get all of the value you deserve from your life’s work.
If It’s Not Time Yet!
You know your transition lies ahead, but you still have one or more battles you want to engage before you hang it up.
We’ll help you get the capital you need to win those wars and prepare for the final victory too.
Do It Yourself Guide to Selling Your Business
Your Business Estate Plan
Phase I: Will Someone Buy Your Business?
Of course, but can you get the right price?
To find out, you’ll need to:
Conduct presentable due diligence
Create your marketing presentation
Build your online data room
Develop your buyer prospect list
Establish a buyer qualification process
Phase II: Securing an Offer
Congratulations! You’ve found a potential buyer.
Now it’s time to get serious:
Start Attracting Prospective Buyers
Execute Non-Disclosure Agreements
Present Detailed Company Information
Respond to Buyer Questions
Conduct Buyer Exploratory Calls
Secure Initial Term Sheets
All while you continue to run your business, of course!
Phase III: Closing the Deal
It’s the final stretch.
You’ll need to be your best to bring it home:
Complete Final Diligence & Transition Planning
Engage in Buyer-Seller Negotiations
Finalize Purchase Agreement
Manage multiple iterations of Transaction Documents
Close & Complete Transaction
You don’t need to go it alone.
Insights When It Is Time to Move On
Transition Your Arizona Business
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