IBBA Insights Summer 2023

A new year brings with it a slew of changes and new beginnings. With this you might be

making some major business decisions and reevaluating your career goals — whether

getting ready to retire, considering another job, or merely wanting to sell for personal

reasons.

Surprisingly, January can often provide one of the best opportunities to sell, as ambitious

entrepreneurs with big New Year’s goals kick off their company search. As with any

successful commercial sale, meticulous planning and certain preparations are key — from

getting your books in order to getting your space (literally) in order — before you can

even start looking for a potential buyer. Think about the following tips to make sure your

business is in tip-top shape when the time comes to truly sell:

TAKE STOCK OF YOUR GOALS. Before you get too ahead of yourself, first ask a few

simple questions: Are you looking to hand off the business to a devoted employee or close

family member? Would you rather sell the business in full at closing and leave with a

wad of cash? Does maintaining the company brand matter much to you? Would you be

content to keep working for a couple of years as a company consultant? Before getting too

wrapped up in the sale, first consider your own needs and desires.

GET YOUR FINANCIALS IN ORDER. Some buyers will be looking for at least two or

three years’ worth of detailed books, and the more organized your financials are, the

better off you’ll be in the long run. Compile all of your tax returns, financial statements,

employment agreements, supplier contracts, projections, etc. Why? Because poorly kept

books are likely to ruin the business sale before it even happens. Begin gathering this

information as soon as possible to leave ample time to make adjustments.

DETERMINE THE WORTH OF YOUR BUSINESS. Enter a third-party business valuation,

which can be crucial in estimating your company’s value. Just like you may take your car

to the mechanic for a tune-up, business brokers are experts when it comes to the buying

and selling of businesses. A qualified business broker will review all aspects of your

business (as well as the competition) in order to make a detailed and accurate assessment