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So You Want to Sell

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Since you have decided to sell, what are the issues that concern you? Based upon our many years of transactional experience, we are providing a list of what our clients have shared:

1. legacy and future reputation of business

2. confidentiality, especially trade secrets and competitors

3. purchase price

4. after-tax amount

5. form of payment

  • amount of cash
  • earnout
  • long-term note
  • buyer's equity

6. most appropriate buyer/deal terms

  • private equity
  • strategic
  • employees (e.g. ESOP)
  • internal management
  • private investors
  • competitor(s)

7. impact on employees, family in business

8. how long to stay after sale

  • desire
  • need (e.g. earnout)
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