Selling a business is one of the most important financial decisions an owner will make, and most owners do it only once.
CREBB’s current live resource is designed for owners considering a sale in the next six to thirty-six months, including owners approaching retirement and businesses with approximately $500,000 to $5 million in annual revenue.
The guide explains the preparation work that can create a more credible, transferable, and valuable company.
Inside the guide
Eight disciplines that strengthen readiness.
Get a business valuation
Understand likely market value, assumptions, financial performance, and industry benchmarks.
Clean up financials
Present accurate, organized records that help buyers understand historical performance and future earning potential.
Streamline operations
Document systems, reduce owner dependency, and demonstrate a transferable operation.
Organize legal and compliance documents
Reduce transaction risk by preparing contracts, corporate records, permits, and regulatory information.
Plan the exit strategy
Align timing, structure, financial goals, transition, and legacy considerations.
Prepare for due diligence
Anticipate buyer questions and make important information easier to verify.
Assemble the deal team
Coordinate legal, tax, financial, brokerage, lending, and other specialist advice.
Strengthen value drivers
Improve and communicate the factors that reduce risk and support buyer confidence.
GoHighLevel connection point
Guide delivery form
The final form and automatic PDF delivery will connect to the owner’s GoHighLevel workflow. The staging form below stores the request in WordPress so the user journey can be tested now.
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Request the business sale guide
Tell us what you are working toward. A CREBB advisor will review your message and follow up directly.
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