Selling

  • You might not know what transition options you have

  • You might not fully grasp the enormous benefits to preparing for a sale

  • You might not know how to properly time a sale

  • You might not know what to do when an unsolicited buyer comes along

  • You might not know what the sale process is going to look like

  • You might not know how to find an external buyer

  • You might not know how to structure an internal sale

  • You might not know the advisory team you will need in place to do a deal

  • You might not prepared for due diligence

  • You might not know what legal documents will be necessary

  • You might not know how to reach out to buyers and sell the opportunity

  • You might not know what marketing documents will be necessary, or how they differ from your firms client-facing marketing materials

  • You might not know how to fully analyze bids and which terms to negotiate

  • You might not know how to optimally structure a deal

  • You might not fully understand how synergy value works in a transaction 

When can RIA Valuations help?

 

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