Selling the business you spent decades building is one of the largest financial decisions of your life. Buying a business is a large financial commitment. Both come with paperwork most owners have never seen before — valuation reports, purchase agreements, earn-out structures, transition plans. The questions below are the ones worth answering before the meeting, not after.

  • What should I understand financially before buying a business?

  • How do I determine what a business is actually worth?

  • What financial risks should I evaluate before making a decision?

  • What insurance or coverage should be in place before closing?

  • How does buying or selling a business affect my taxes?

  • What should I have in place to protect myself in the transaction?

  • Strategies to retain employees

For a transaction this size, The Clarity Day gives you six focused hours to walk through the entire picture in one sitting. For a single conversation about a specific document or decision, The Second Opinion is the right starting point.

The first conversation is free. Thirty minutes, no presentation, no pitch.

Book a FREE first call

Clear View Financial Services provides financial education and coaching only. Nothing on this website or in any associated communication constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment product or service.

Kevin Dingle has held FINRA Series 6 and Series 7 registrations and Life and Health Insurance licensing. He is not currently registered as a registered representative or investment adviser representative. Clear View Financial Services is not a registered investment adviser, does not offer securities or investment advisory services, and does not provide personalized investment advice.

All information is general and educational only. Consult a licensed investment adviser, attorney, or tax professional before making any financial decision. Information you share is kept confidential except as required by law.

This website is not affiliated with or endorsed by FINRA, the SEC, or any other regulatory body.