So how does this actually work? Let’s say you sold 35 per cent equity of your business now. Instantly, your retirement is secured.
Business Exit Planning in Calgary
If you’re planning to sell your business now or in the future, the following articles will help you discover some of the key issues involved in the process. All these articles are based on real life experiences with hundreds of business owners, and should help you prepare for the sale.
Take Some Equity From Your Business Now to Secure Your Retirement
Read About Business Improvement
Understanding and Creating Value in Your Business
What are the principles of creating business value that have created success and added value to business operations?
Read About Creating Business Value
Let’s Be Reasonable When Negotiating a Business Sale
We have systems and policies to maximize your chances of success, but we have seen deals go south due to issues that should not have been material.
Read About Negotiating a Business Sale
Business Improvement or Big Mistake?
The business had steady revenue & profitability with plenty of opportunity for improvement. But we were having a difficult time getting an offer. Why?
Read About Business Improvement
The Business Buyer: Quality vs Quantity
We use a buyer profile questionnaire to determine whether an interested buyer is qualified. If they’re not, they don’t get the information.
Read About Buyer Quality vs Quantity
Trust: The Cornerstone to Dealmaking
In all our transactions, there has always been one underlying factor – trust. Trust for the Buyer, the Vendor, and for the Advisors.
Read About Establishing Trust
Taking Advantage of a Slowdown: Act Now
Good businesses take steps to protect their businesses, and then they use slower periods to make improvements that will help them recover faster.
Read About Slowdown Advantages
How to Sell Your Business During a Recession
Value can—and should—be established by looking at how the business performs through the entire cycle, not just how it performs during a boom or during a bust.
Read About Selling in a Recession
Patience is a Key Piece of Selling Your Business
Owners are often unprepared for what lies ahead. This results in frustration and the urge to speed the process along, which can be stressful and may even delay the transaction.
Read About Patience When Selling
Planning Your Business Exit Strategy
Your exit strategy may require restructuring or reorganizing your business to maximize its value. A seasoned advisor will help make that happen through a careful analysis.
Read About Exit Strategy Planning
Frequently Asked Questions
What is business exit planning and why is it important?
Business exit planning is the process of preparing your company for a future sale or transition.
Proper planning helps maximize value, reduce risk, and ensure your personal and financial goals, such as retirement, are met when you decide to exit.
When should I start planning my business exit?
Ideally, exit planning should begin several years before you intend to sell.
Starting early allows time to improve operations, address weaknesses, and position the business for stronger value and smoother negotiations.
Can I sell part of my business instead of exiting completely?
Yes. Many owners choose to sell a portion of their equity to secure financial stability or retirement while continuing to operate the business.
Partial equity sales can provide liquidity now while preserving long-term upside.
How does exit planning help increase the value of my business?
Exit planning focuses on strengthening cash flow, reducing owner dependence, improving management structures, and identifying opportunities for growth.
These improvements make your business more attractive to qualified buyers and support higher offers.
How can an advisor help during the exit planning and sale process?
An experienced exit planning advisor guides you through preparation, buyer qualification, negotiation, and closing.
They act as a trusted partner, working alongside your accountant and lawyer, to manage complexity, maintain objectivity, and reduce stress throughout the process.
Let Us Become Your Business Sale Advisor
In a nutshell, our transaction advisory services are focused on you—your questions and concerns, and the emotions you experience throughout the process. We become another of your trusted advisors, along with your accountant and lawyer, someone who understands you, who you can lean on when you need help.
