Transitions · Buy / Sell / Exit

Decide the deal on facts.

Before you buy in, open another location, bring on a partner or sell, we work out what the business has to bring in every month and what the numbers say about the timing.

Buyers pay for numbers they can trust, and that trust is built over years, not weeks. We help you get the books, the reporting and the story ready well before you need them, and we work alongside your attorney, CPA and banker through the transaction.

What we cover

Readiness
Three years of statements that tie out, a market salary for the owner, and personal costs out of the business.
What it is worth
The numbers a buyer or lender will look at, and what moves them.
Buying in
Break-even, cash to carry the gap, and what the existing business can support in the meantime.
The transaction
Information organized for the other side’s accountant and lender, and your advisors kept in step.
After
The transition plan, and the financial side of whatever comes next.

Only one owner in a hundred has been through this before. Your CPA and attorney have. So have we.

Clarity before commitment, on the biggest commitment an owner makes.

FAQ

Buy / Sell / Exit, answered

Will you work with my CPA, attorney and banker?

Yes. Running a business can involve a CPA, attorney, banker, insurance professional, payroll company, bookkeeper and other specialists.

We help make sure the right people are involved, the financial side stays organized, and you understand how the pieces fit together, so you’re not the one relaying messages between them.

How do I figure out what to focus on next in my business?

We identify what appears to be working and what may need attention, then put together a practical action list and identify who should handle each item.

For ongoing clients, a monthly strategy meeting sets the priorities for the month ahead, and a quarterly review steps back to the bigger picture.

What should I look at before opening a second location?

Start with what the new location has to generate every month to cover its overhead and produce a profit. That break-even number sets the sales targets everything else is measured against.

Then look at cash: what it takes to open, how long until it carries itself, and what the existing business can support in the meantime.

Before the next big decision, call.

A 30-minute conversation about where the business is and what you’re weighing. No prep needed.

Schedule a conversation

or call 973-908-2773

Book a decision session

About us · 1:06

Decision Point in about a minute

How we work with owners on the big calls, from hiring to buying a business.

Watch the video