"3 in 5 business owners in the US do not have a proper exit plan. Yet, there isn't a more critical component of an operational plan than a solid business succession plan for providing seamless continuity in a time of crisis or transition."

President and COO of Nationwide Financial

      I have been working in the M&A world for over 10 years and since 2018, I have been working to buy a small business. Last year my father started considering a sale of his business and he came to me for advice. 


      Like most entrepreneurs, he was deeply focused on his product, customers, and employees. But he hadn't given his exit too much thought. It is a difficult topic to consider, but as he approaches retirement, he finds himself underprepared while having to deal with brokers, buyers, lawyers, accountants, valuations, due diligence, and the list goes on. 

      My father and I worked through a framework to approach the sale of the business. The series of articles below describes how a business owner should approach their exit.

     If there are topics you would like me to add or you want to have a conversation to expand on these topics, please do not hesitate to reach out. I hope you find this helpful and if you do, please let me know. And if you are considering selling your business, please allow me the opportunity to see if I can be helpful and buy your business.

entrepreneurial investment firm