Exit Planning & Strategy

Protecting Employees When Selling A Business 12 min read Get a summary By the Dream Business Brokers Deal Team (certified business intermediaries). Experience: 25+ years across corporate management and small business ownership; sector focus: manufacturing, distribution, and service businesses; geography: California and the U.S. Imagine, as a California business owner, that you’re about to sell […]

Scaling a Business to Sell in California 14 min read Too long? Get a summary As a Gen X owner in California, you face many opportunities when you scale your business. You want to see strong growth, so you start scaling a business to sell with purpose. Scaling a business to sell gives you more

Selling My Business Confidentially In California 17 min read No time to read? Get Detailed Summary Are you a retiring business owner and you want to sell your business confidentially in California? You need to protect sensitive details from leaking. A single rumor can alert competitors, worry employees, or unsettle loyal customers. Take “The Confidential Exit,”

Minimize Owner Dependency Before Selling Your California Business 15 min read Get a Summary Retiring business owners. Picture yourself as the “Un-Vacationable CEO”? If you can’t step away from your business in California for two weeks, you face “the selling a business with owner dependency” problem. Buyers in California see high owner dependency as a

Retiring Business Owners: Waiting To Sell Your Business Costs 20% 11 min read For another perspective on sale timing, read about selling a business in an election year. Long read? Get it Summarized If you’re a California business owner planning to retire, you might think waiting another year to sell your business confidentially will help

12 min read Too long to read? Get it Summarized When you face a valuation gap, you do not need to walk away. You can use deal structures such as earnouts versus seller notes to bridge the gap between what you want and what a buyer offers when selling your California business. Earnouts are widely

12 minutes read Don’t have time to read? Summarize it You finally close a deal to sell your California service business for $5 million, but you only walk away with $4.7 million. The working capital trap catches many owners off guard during a business sale. When selling your business, you must watch out for how working

When you’re getting ready to sell your company, there’s a lot of advance work that must be done. Cleaning up the books, getting documentation in order, setting financial goals, and preparing to tell your story – those steps are the same no matter who your buyer turns out to be. But there are several types

One reason small business owners might hesitate to move forward with the sale of their business is because they are unsure about all the costs that they will incur. After all, what you get to keep is more important than the actual Purchase Price. Here’s a breakdown of the expenses that you can expect: You’ll pay fees to professionals who will be key to a successful transaction: Accounting & Finance Some owners pay for a professional valuation before listing their company, especially if the sale involves a partner or family member. A third-party valuation helps everyone agree on

These days , there seem to be online auctions for everything from antiques, jewelry, cars, real estate, and everything in between.  So, can you sell your business by putting it up on an online auction? Anything is possible.  Is it a good idea?  Most likely not.  You see businesses listed for sale on eBay or other industry-specific sites, and some of them get legitimate offers. However, most of these are liquidation sales of assets of a company that is going out of business.  Selling a running, profitable business through a broad online auction is a bit more challenging due to the following considerations:  Packaging the company to attract interest while maintaining confidentiality can be a challenge. It’s critical to maintain confidentiality during the sales process. If word spreads that the company is