Transaction Support

Even if your business isn’t for sale yet, knowing what’s involved in a business transaction and understanding what buyers value most is a great way to ensure your business can receive the best valuation possible.

If you are one of the many baby boomers planning to retire in the next few years, you know (or should know) the importance of having a succession plan in place. By preparing now, you can carefully evaluate your options and maximize the value of your business. Here are some basic guidelines to consider along the road to succession.

Traditionally, due diligence is a buyer’s responsibility when an M&A transaction is on the horizon. Conventional wisdom and best practices support the idea that this is the buyer’s opportunity to discover in detail what they’re getting for their money. However, the due diligence process is also the seller’s opportunity to showcase the business in the most favorable light.

A complete business valuation looks at all aspects of the business – things like the overall balance sheet picture, key personnel, market value of physical assets and intellectual property, and a forecast of potential revenue. Here are some top reasons to do a business valuation.