Each brief is written for an owner with a company earning around a million dollars in sales or more.
Start with the add back guide if you are unsure.
- Which Add Backs Buyers Accept When Pricing Your Company
Which adjustments to your tax return buyers accept when they rebuild your earnings, which ones they reject, and how to document each before you list.
- Selling Your Building With Your Company or Keeping It
Your options when your company owns or occupies real estate: sell both, lease to the buyer, sell separately or hold, and why rent terms affect price.
- Customer Concentration and What It Does to Sale Price
Why buyers discount companies that depend on a few customers, how the fifteen to twenty percent rule works and what a seller can do about it.
- Keeping a Company Sale Confidential From Staff and Customers
How to protect your company during a sale: blind listings, NDAs, buyer screening, and when to tell staff and customers about a deal.
- Seller Notes and UCC Liens When You Finance the Buyer
How seller financing works in a company sale, typical note sizes, what a UCC lien secures and how SBA loans change the picture.
- Working Capital and Debt Free Terms in a Company Sale
What debt free and cash free mean in a company sale, how working capital is set, and how inventory and receivables change what you actually take home.