We were recently part of a deal where the owner suddenly passed away, and the family and estate were left with quite a mess to deal with. Today, we discuss that while an exit may not be imminent, having a succession plan is something that is necessary and warranted at all lifecycles of a business.
End of year can be very hectic for business owners. One task often overlooked during December is an end-of-year adjustment for tax strategy.
In this podcast, we discuss examples where Buyers not following instructions impact the timeliness of a deal closing.
Deciding to retire is rarely easy, and obtaining maximum value for your business when it sells is also a difficult undertaking.
Topic: Newer buyers who wonder why they must sign a non-disclosure and share financial information before seeing information on a business.