Selling your business might seem daunting...

We simplify the process of selling your business in Florida with expertise and strategic planning.

Confidentiality First

We prioritize your business’s confidentiality by signing an NDA to protect sensitive information.

Accurate Valuation

We provide precise business valuations using detailed financial statements to determine optimal buyer pricing.

Preparing Your Business for Sale

Selling your business is a big decision, and preparation is key to ensuring an accurate valuation, and a smooth transaction. Here’s what you’ll need to get ready:

Financial Documents:

• Profit and Loss Statements: Last 3 years, plus corresponding tax returns.

• Balance Sheets and Cash Flow Statements: To highlight financial health.

• Debt and Loans: Summarize liabilities and repayment terms.

Operations:

• Employee List: Include roles, salaries, and contracts.

• Customer and Supplier Agreements: Provide key contracts and long-term commitments.

• SOPs: Document workflows to ensure continuity.

Legal and Compliance:

• Licenses & Permits: Ensure everything is up-to-date.

• Corporate Documents: Include incorporation papers or partnership agreements.

• Legal History: Disclose disputes, if any.

Assets:

• Inventory and Equipment: Detailed lists with values.

• Maintenance Records: For major equipment or facilities.

Market Insights:

• Customer Data: Key demographics and retention rates.

• Marketing Materials: Include websites, social media, and branding assets.

• Competitive Edge: Highlight what makes your business stand out.

Transition Plan:

• Be ready to assist the buyer with training or consulting post-sale to ensure a smooth handover.

• Provide introductions to key employees, customers, and suppliers to maintain relationships

Ready to Sell Your Business?

Take the leap and sell your business today with our expert guidance and support.