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Key Factors To Consider Before Selling Your Business
- 1. Business Insight Series Key Factors To Consider Before Selling Your Business Presented By: Edward L. Fixen, President
- 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