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Key Factors To Consider Before Selling Your Business
- 2. Key Factors When Selling Your Business
•Exit
• Plan/Strategy
•Pre-Sale Preparation
•
•Selecting an Intermediary to Represent You
•
•Price & Terms
•
•Asset Sale vs Stock Sale
•
•Capital Gains Tax Strategy
•
©BusinessQuest Brokers, Inc. 2009
- 3. Exit Plan/Strategy
•Identify
• Financial Goals From Sale
•Benchmark Value of Business
•
•Analyze Opportunities to Increase Value
•
•Implement Plan to Increase Value
•
•Develop an Estate Plan to Minimize Tax Liability
•
at Time of Sale
•Prepare 3 to 5 Years Before Selling Business
•
©BusinessQuest Brokers, Inc. 2009
- 4. Pre-Sale Preparation
•Organize Books & Records
•Obsolete Inventory, Bad Debt, Etc.
•Develop Key Employees
•Minimize Customer Concentration
•Business Appraisal/Valuation
•Estate Plan
©BusinessQuest Brokers, Inc. 2009
- 5. Selecting a Business Intermediary
•Transaction Experience
•Valuation Experience/Credentials
•Professional Credentials
•Marketing Resources & Approach
•Knowledge/Experience in Your Industry
©BusinessQuest Brokers, Inc. 2009
- 6. Price & Terms
•Asking Price
•Down Payment
•Assumption of Debt
•Seller or Bank Financing
•Earn-Out
•Non-Compete Agreement
•Consulting/Employee Agreement
©BusinessQuest Brokers, Inc. 2009
- 7. Asset Sale vs Stock Sale
Advantages to Seller
Asset Sale Stock Sale
• Most Buyers Will Only • Usually Less Tax
Consider Asset Liability
Purchase • Transfer Corporate
• Cash & ARs Usually Liability
Excluded from Price • No Public Notification
• All Debts Paid By Seller of Pending Sale
from Sale Proceeds
©BusinessQuest Brokers, Inc. 2009
- 8. Other Important Details
•Value of Inventory Included in Sale
•Obsolete Inventory
•Work-In-Process (WIP)
•Value of Equipment Included in Sale
•Replacement Cost (New vs Used)
•Allocation of Purchase Price
©BusinessQuest Brokers, Inc. 2009
- 9. Capital Gains Tax Strategy
•Maximize Amount of Sales Proceeds that goes
into your Pocket
•Meet with CPA & Estate Planner Prior to Sale
•Explore Tax Advantages of Seller Financing
•Explore Advantages of Deferred Sale Trust
Account
•Estate Trust Account
©BusinessQuest Brokers, Inc. 2009
- 10. Summary of Key Considerations
•
• Plan Ahead to Position Your Business to
Realize Maximum Value
•
• Plan Ahead to Maximize Proceeds you
Receive from the Sale of Your Business
•
• Use Highly Qualified Business Intermediary
•
• Understand the Key Issues and Options
Related to Selling a Business
©BusinessQuest Brokers, Inc. 2009
- 11. Please Visit Our Website
www.BusinessQuestBrokers.com
Or Call 909-803-2296
For More Information
©BusinessQuest Brokers, Inc. 2009