| Criteria |
Completed |
Planned Timing |
Is your Company Positioned for Best Value &
Attractiveness to Buyers?
- Company profits maximized last 3-5
years
- Company’s true profitability is verifiable
- Potential for growth in the future
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Has the Owner left enough time; to identify the
right buyer and transition?
- Seller willingness to stay on, often for a
year or longer: usually on a reducing
basis is attractive to many buyers
- Other senior staff available to replace
owner re skills/knowledge &
client relationships
- Payment structures for Sale; often
require the seller to stay engaged
through vendor-take back notes or earn-
outs
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Have Non- Business/ Redundant Assets been
removed from the business ?
- Buildings
- Personal assets
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Does your Company Value Today meet your
Personal Needs for the Future?
- Assessment of personal financial
requirements from company sale
- Plan/timeline to increase company value
- Tax Advice re expected after-tax
proceeds from company sale.
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Have you set up a defined Family Succession
strategy?
- Capability and interest of proposed
heir/successor
- Structured transition plan in place to
transfer: skill, knowledge, and financial
|
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Have the company’s Legal Agreements been
reviewed?
- Company ownership structure:
corporation, sole proprietor, partnership
- Shareholder Agreements; in place If
multiple owners
- Employee Agreements; to reduce buyer
risk
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