Selling a Business
Selling your business is not just a financial transaction. It is the culmination of years, sometimes decades, of hard work. The process can be overwhelming. From understanding the true value of your company, preparing documentation, and finding the right buyer, to negotiating terms, managing due diligence, and navigating legal and tax implications, there is a lot to figure out.
At FO Advisors, we help guide you through every step of the sale. We help you prepare your business for market, identify and vet qualified buyers, and develop a strategy to maximize value while protecting your legacy. Our experienced team works closely with you to ensure that the deal structure, tax planning, and transition plan align with your personal and professional goals. Selling a business is complex, but with the right partner, it does not have to be overwhelming.
What You Should Consider
Understanding The Why
There are many reasons an owner may choose to sell a business: retirement, a shift in personal priorities, a desire to unlock liquidity, or the pursuit of a new opportunity. Sometimes, the decision is strategic; other times, it is driven by unexpected circumstances. At FO Advisors, we take the time to understand your personal and financial goals before anything else. We work with you to ensure the timing, structure, and outcome of the sale align with what matters most to you, whether that is maximizing value, preserving your legacy, or ensuring a smooth transition for your team. Every sale is different, and we’re here to make sure yours fits your plan.
Valuation of the Business
Understanding what your business is truly worth is one of the most important steps in preparing for a successful sale. At FO Advisors, we conduct a comprehensive valuation that goes beyond the surface, analyzing both the financial performance and the operational strength of your company. We assess key factors like revenue trends, profitability, cash flow, and balance sheet health, while also considering intangibles such as customer relationships, management depth, competitive positioning, and growth potential. This balanced approach ensures you have a realistic, data-driven understanding of your business’s value and the insights you need to position it effectively in the market.
Understanding Tax Implications
At FO Advisors, we understand that selling your company can have a lasting impact on your financial future. That is why we do not just help you evaluate the offer; we help you understand the full picture, including the tax implications and long-term consequences of the transaction. Our focus is not just on closing a deal, but on helping you plan for life after the sale with clarity, confidence, and a strategy built around your future.