The Business Sale: From Valuation to Closing

Selling a business isn't one decision. It's a process that can begin years before the transaction actually closes.

Jeremiah Bates and Nic Daniels are joined by Jeff Szczypinski of WR Valuations to walk through that process, from establishing what a business is worth and identifying what could improve its value to dealing with buyers, due diligence, deal structure, taxes, and the eventual closing.

They also look at the sale from the owner's side of the table. How much do you actually need from the business to fund the next stage of your life? What happens when business income disappears? And how should the proceeds fit into your retirement, tax, investment, and estate planning?

For business owners considering an exit, this episode is a look at both sides of the transaction: getting the business sold and making sure the sale actually works for you.

Find an Advisor That's Best Suited For You

https://www.therealmoneypros.com

—————————————————————

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management: