30 Minutes Toward Becoming a 5-Star M&A Planner

If you are considering selling your insurance or related business in the next five or so years, proper planning is essential to:

• Finding your ideal destination in what is often a once-in-a-lifetime opportunity to sell your business, and
• Maximizing the value of the eventual transaction.

Leverage my 20+ years of experience, including 17 with a large buyer, to help become a 5-Star Planner with regard to preparing for a possible sale of your business. This 5-Star method has been embraced by owners in workshops around the country.

The key points have been condensed into a 30-minute meeting designed for busy owners who want a quick, top-level assessment of what they should be doing. Simply click on my Calendar below to reserve a meeting time.

The meeting will cover:

• Assessing the reality of where you stand today vs your objectives.
• Clarity about what you are optimizing for in your business – cash flow or equity value.
• Financial planning that blends personal investments and assets, including business value.
• Understanding how buyers will value your business and why.
• Understanding different types of buyers and how best to interact with them.

Business owners who earn 5 Stars on the above elements sell for higher valuations and achieve better outcomes than those who fail to plan. Click on my Calendar below to reserve a meeting time to assess your M&A planning needs.