Bridge to the Next Chapter: Your Premier Business Broker and Certified Exit Planning Advisor (CEPA)
Bridge to the Next Chapter: Your Premier Business Broker and Certified Exit Planning Advisor (CEPA)
Growth & Exit Strategies | Valuations | Commercial Real Estate

5 Steps to Increase Value Before Exiting

The CEPA process follows these 5 steps:

  • Identify 
    • Valuation of your business
    • Business and Personal Visioning to align your Business, financial and personal goals with the Business Exit Strategy
    • Advisory Team
    • Plan for closing wealth gaps for desired lifestyle after exiting
  • Protect what you have built 
  • Build value | Increase your Sale Multiple | Make More $$ 
    • Increase Human, Social, Customer and Structural Capital
    • Increase profits
  • Harvest:  Decide when it is the right time to sell
  • Manage your wealth after the sale

90- Day Sprints

After each 90 day sprint, decide whether to keep growing or plan the exit. 

  • Decide to Grow:  Plan for the next 90 day Sprint
  • Decide to Exit (here are some examples)
    • Internal exit 
      • Family succession
      • Management buy out (MBO)
      • ESOPs
    • External exit 
      • 3rd party buyer
      • Private Equity Group (PEG)
      • Acquisition by another company

The wrong to time plan to sell...

Is when it is time to sell! 

Often there is little to no value in a business that hasn't been built with selling in mind. 

Building value takes strategic planning for 1 to 3 years to make the important value creation moves.  The best planning is done over 5 - 10 years.

Read about the 8 Value Drivers of "Sellability"  

Get a PREScore | Personal Readiness to sell
Get a Complimentary Estimate of Value

Selling a Business with Commercial Real Estate

  • With a Commercial Building that the business owner owns:
    • The business and the building are separate listings and will require separate valuations and contracts for the sale. Contact Us for details!
  • With a tenant lease in place 
    • Some businesses are location dependent, so this can get complicated as often the landlord will determine if they want the new potential buyer in their building. 
    • It is best left to the business broker to negotiate with the landlord in advance of the sale of the business.