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.