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...
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"
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.
