Insights
Selling your business: a checklist for the two years before
The best sale outcomes are planned long before the first buyer calls. Here is what to do and when.
Daniel Ortega, CFP®
Buyers pay for clean numbers, steady margins and a business that runs without its owner. Each takes time to build.
Twenty-four months out
Get a valuation, clean up the books and separate personal expenses from the company. Start documenting how the business runs.
Twelve months out
Decide on the structure you want, review gifting and trust options before the value is set and line up your attorney and banker.
For general information only. This is not tax, legal or investment advice for your situation.
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