For business owners

Guides

Short, practical reading for owners who are thinking about an exit.

What the guides cover

Our first guide, The top 7 things to consider when selling your business, is written for owners who are one to five years from a decision. It covers what your business is actually worth, every exit option side by side, why planning should start years before a sale, protecting your culture and people, tax planning, the advisory team you will need, and life after the sale. Request a copy below and a member of the team will send it to you.

Further guides are in preparation. In the meantime the Media & Insights page carries the firm’s articles, coverage and the podcast.

Talk to Gerry or Chris

Call or email either of them directly, or request a private call and we’ll find a time that suits you.

Gerry Spitzer

Gerry Spitzer

CPA, CPWA®, CEPA®, CRPC®

Founding Partner, ESOP & Exit Planning Specialist

Chris Stadler

Chris Stadler

MBA, CEPA®

Vice President, ESOP & Transaction Advisory. Based in Miami.

The top 7 things to consider when selling your business

A short guide for owners who are one to five years from a decision.

  • What your business is actually worth
  • Every exit option, compared
  • Why planning starts years before a sale
  • Taxes, your advisory team and life after the sale

We’ll use your details only to send you the guide.