Add To Your Value

Add to your value without subtracting a client.

Perhaps you offer certain expert services to your clients: like accounting or investing. In other areas where you’re not an expert—maybe tax or legal advice—you add value to your services by turning to a specialist you can trust. It’s a common scenario.

When your client decides to sell the business, however, that raises an entirely different set of complex issues. You want to keep your client, but you also know that you may not be equipped to deal with bringing your client to market and all the legal, tax and other issues that come into play.

The solution: just as you may add value by turning to a lawyer for legal advice, you can turn to an exit consultant; a strategist who can help your client navigate the tricky waters of a business exit, but who won’t try to steal your client.

What will a good exit consultant do—and not do?

First, let’s repeat the most important “not do.” The right exit consultant will work beside you, not as a competitor. You’ll continue to work with your client as you always have.

The “will do” side includes:

• Looking out for potential tax or estate consequences if the business is sold to, or inherited by, a family member.

• Promote the most favorable deal structure that will help the business owner achieve their post-exit goals.

• Closely examining the business to strengthen profitable areas while reducing or eliminating weak spots—in other words, raising the value of the business for the best possible return.

• Evaluating potential buyers for their financial strength, relevant experience, and cultural fit.

Next question: where can you find a resource like that?

BeReady is that kind of consultant. It’s led by exit specialist Anna Halaburda, CPA, CBEC, CFP. She’s spent more than 20 years creating and guiding successful exits. She and the BeReady staff can tell you more about how they can help you add value for your client. Call today, for a free, no-obligation conversation.