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Preview of Upcoming Email Series

8 February 2023

In the coming weeks, we will be taking a deep dive into the process of selling a closely-held business.

We have a number of potential topics to consider, including:

  • When Should I Plan to Sell My Business? The Time to Plan is Always Now
  • How to Determine the Value of Your Closely-Held Business
  • Valuation Multiples for Small Businesses – Your Industry Matters
  • Small Business Valuation: Seller’s Discretionary Earnings v EBITDA v Adjusted EBITDA
  • Get Your Business Ready for Sale
  • Can You Sell Your Business Without a Broker?
  • Selling Your Business – Where Should I Look For a Buyer?
  • Documents You Will Need – Before, During, and After the Sale
  • Structuring Your Sale: Should it be a Sale of Stock or Assets
  • Tax Implications of Asset Sales
  • Tax Implications of Stock Sales
  • Allocating the Purchase Price to Minimize Taxes
  • Can You Help Minimize Taxes on the Sale by Allocating Some of the Purchase Price to Goodwill?
  • Should I Accept Stock as Part of the Purchase Price, and If So, How Much?
  • Getting as Much Tax Benefit as You Can via Capital Gains Treatment
  • I Sold My Business – What Do I Do Now?
  • I Sold My Business – How Do I Handle the Sale Proceeds?

One reason we are announcing this in advance is to ask for your input. What questions about the process of selling a closely-held business would you like answered? Is there a topic not listed above you’d like to see us cover?

If you have any suggestions, or want to explore your business-selling options with expert guidance, please click here to email us directly – we are here to help.

Until next time –



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