22 Boston Wharf Rd 7th Floor

Boston, MA 02210

3013 Willow Lane

Thousand Oaks, CA 91361

(800) 984-3302

Pre-Transition Planning

Prepare your Company for Sale with Pre-Transition Planning

Once you have made the decision to move forward with the transition to sell or give over control to your business, the next step should be to prepare the business to maximize valuation, and minimize the tax burden. Our pre-transition planning prepares your business and team to make sure they are prepared for the scrutiny that an experienced acquisition team will put your business through.

A business that is prepared will attract greater interest, withstand the rigors of buyer due diligence, close in a shorter period of time, and has a greater chance of getting a better premium valuation for the business.