Selling a business can be one of the most exciting and gratifying times of an entrepreneur’s life. Unfortunately, it can also seem like an overwhelming process when you start thinking about all the big decisions you need to make. There are obstacles to avoid, documents to prepare and professional advisors to consult.
Take the stress out of selling and exiting your business
Maximize the potential value of your business and eliminate the “got-cha’s” hiding in your business. We’ll help you answer these questions:
- Where do I start?
- What pitfalls and obstacles must I avoid?
- What legal and tax issues in my business might affect a deal?
- What can I do now to maximize the selling price for my business?
- Which professional advisors have the experience to help me do this right?
The Pacific Exit Team is here to help
At the Pacific Exit Team, we understand the challenges of selling a business. To help you address the wide range of issues that arise when selling a business, we offer the Exit Planning Assessment (EPA) Report.
The EPA Report is a comprehensive, independent review of your business designed to highlight potential trouble spots, surface issues and provide recommendations to ready your business for a profitable sale. (Download PET EPA Brochure1 here)
The EPA Report includes:
- Certified opinion of value of your business
- Business debt and financing review
- Review of business tax situation
- Legal inventory review to identify issues, including:
- Review estate plan in light of business exit
- Study key legal documents and business structure to identify strengths, risks and potential obstacles to a successful business exit
- Accounting and bookkeeping procedures review
- Human resources processes and procedures review
- Business plan and marketing strategy review
- Financial & retirement needs assessment for the business owner
A Coordinated, Team Effort
The Pacific Exit Team works closely together in preparing an EPA Report. This ensures that the views of each discipline are fully informed and makes our evaluation and recommendations especially well-rounded and complete.
EPA Report Development Process (More)