As an owner or a key executive, you probably have invested an important part of your life in developing the business. It is expected that you want to get the most out of the sale, not only for you, the principal owner, but also for any other shareholders.  You also want to be considerate of the loyal employees and the customers and vendors that have supported the business.

Proceeding to sell your company is probably one of the most important financial decisions you will ever make.

·        The sale of the company will involve a change in each owner’s financial situation.  Typically, your equity as an owner is turned into liquid cash.  Debt is paid off.  Current income from the business decreases or stops.  Cash available for other investments is increased.  

·        There are important tax issues and estate planning issues that will need to be addressed.

·        Selling the company frees the owner-operator from the pressures of managing employees, dealing with debt and the day-to-day responsibility for strategic and operating decisions. It too, however, takes away the satisfactions derived from building the business and leading it to success.

·        Selling also frequently involves important life style changes such as retirement, semi-retirement, a new occupation, investing in a new industry or moving to another city or state.

Business owners cannot and should not take these issues lightly.  Before an owner-operated company is sold, the owner should think long and hard about the consequences of selling.  The sale of a company is not reversible and the owner should be sure selling is the right course of action.

LVI can help you in this decision-making stage.  We know the issues, we can help with preliminary valuations, analysis of probable sale proceeds and comparison of probable investment returns.  We can answer your questions, help you understand the process and we can give you good advice on the best course of action.  You can call us at any time to discuss your situation, confidentially and without obligation.

If you have already made a decision to sell the company, either now or in a few years, you will want to review the services LVI provides to assist in the sale.  See the sections below for further information about how LVI can assist you in the timely sale of your company.

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