Key Considerations for Owners Contemplating Business Sale

This article was originally published on chartercapitalpartners.com. Charter Capital’s M&A advisory team has since joined with KSM (Katz, Sapper & Miller) to become KSM Corporate Finance. The content has been republished here for informational purposes and reflects the views at the time of original publication.

The sale of a business can be one of the most important transactions in an individual’s life, particularly for founders and owners of closely held businesses. It is an event that requires careful consideration of many distinct factors, with varying degrees of complexity. Whether motivated by personal goals such as retirement, or by financial objectives like asset diversification, selling a company requires tangible goals, critical evaluation of the asset, and a strong team to successfully navigate a strenuous event.

For business owners who have resolved to sell, understanding the intricacies of a transaction can eliminate surprises, quell nerves, and create advantageous positioning during negotiations. This whitepaper explores three key considerations essential for business owners to study before pursuing the sale of their company:

1. Identifying your transaction goals,
2. Knowing your company’s financials, and
3. Building your transaction team.

These are all crucial factors in ensuring a successful mergers and acquisitions (M&A) process.

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