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Are You Ready to Sell Your Business?

Most value is gained - or lost - before you ever go to market. If you’re considering a sale, we’ll help you understand where you stand today and how to take control of the process before buyers set the terms for you.

 

Get A No-Cost Value Estimate Request An Exit Readiness Assessment
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Preparing For A Sale

What Business Owner's Need To Know

How Value Is Lost

Most owners only sell once. The process is unfamiliar and high-stakes, and the easiest way to lose value is to enter a buyer process unprepared.

Common “value leaks” happen when:

  • The valuation story isn’t defendable

  • Diligence uncovers surprises (QoE, tax exposure, concentration, working capital)

  • The owner is carrying too much key-person risk

  • Terms drift (earnouts, holdbacks, escrows, working-capital pegs)

  • Advisors aren’t aligned and no one is quarterbacking decisions

Preparation reduces surprises. Fewer surprises protect leverage.

What "Ready" Means

Being ready to sell doesn’t mean perfection. It means the business is prepared to withstand buyer scrutiny and negotiate from strength.

You’re ready when you have:

  • A clear, defensible view of value and what drives it

  • A buyer-ready financial story (normalized earnings + clean support)

  • Key risks identified early (and addressed or explained)

  • A plan for owner transition and operational continuity

  • A process plan: timeline, materials, confidentiality, buyer targeting

You can't always control the timing of your exit, but you can control the outcome. 

No-Cost Estimate Of Business Value

Provide our team with some basic information and we will prepare a market-based estimate.

Download The Exit Readiness Checklist

Before you explore offers, brokers, or buyers, make sure the fundamentals are in place. Download our Exit Readiness Checklist to assess readiness across personal goals, business fundamentals, and potential exit paths—and uncover where preparation could increase value and reduce stress.

Traditional M&A Advisors Aren't Built for Family and Closely Held Businesses - Here's Why.

If you own a family or closely held business, a sales or transition isn’t just a financial decision, it’s personal. When you sell your business or set out to develop a succession plan it affects your family, your employees, your community, and the legacy you’ve spent years building. That’s why the advisor you choose matters as much as the buyer you choose.

Learn More >
Guides, Videos & Downloads

Resources For Business Owners

Our Process

Prepare, Position, Execute

Our process is designed to maximize price, terms, and certainty of close, while keeping the business running.

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Prepare

Readiness & Value Planning. Before going to market, we help you get “buyer-ready”:

  • Normalize financial performance and clarify true earning power

  • Identify value drivers (and what will reduce multiples)

  • Map deal structures (rollover equity, earnout logic, working capital expectations)

  • Build a readiness roadmap so diligence doesn’t become a renegotiation

 

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Position

 

Positioning & Confidential Buyer Outreach. We build and test the value story before a broad launch:
  • Create a blind teaser and buyer list matched to your size, industry, and culture
  • Conduct discreet outreach under NDA to gauge valuation and structure expectations
  • Refine positioning using real buyer feedback
  • Align timeline, messaging, and data room readiness before broader exposure
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Execute

Go-To-Market, Negotiation & Close. Execution is where most value is won or lost:

  • Create the core deal materials (presentation deck, financial package, data room)

  • Manage buyer flow: management meetings, bids/indications, and LOI selection

  • Negotiate terms that matter: price, structure, risk allocation, and certainty

  • Coordinate confirmatory diligence and maintain leverage through close

  • Integrate tax/wealth planning so proceeds land where they should, by design

FAQs

Frequently Asked Questions

No. The goal is to identify value drivers and risks early so you control the timeline—not the buyer.

That’s often the ideal time to start. Early preparation creates leverage.

Yes,  confidential, practical, and designed to help you get oriented.

Maximize Your Value

Preparation, communication, and transparency are critical in any business sale. Set up a time to talk with our team and learn how C&A does business brokerage the right way for business owners.
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