Business Valuation
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How to Screen Buyers Before Releasing Confidential Business Information
Intro Owners should screen buyers before selling business information that could identify the company or expose sensitive operations. A confidential business sale requires more than an NDA. Sellers should evaluate buyer qualification, proof of funds, lender pre-approval letter, industry background, and acquisition intent before releasing confidential information. Why buyer screening matters Not every inquiry is…
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How Business Owners Can Prepare 1–3 Years Before Exit
Intro The best time to prepare business for exit is often 1-3 years before the owner wants to sell, transition, or reduce involvement. Waiting until the last minute can limit options. Certified exit planning gives owners time to improve value growth, clean up financial records, reduce owner dependence, address succession planning, and improve transferability —…
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What Is a Certified Exit Planning Advisor and How Can CEPA Help Business Owners?
Intro A certified exit planning advisor is trained to help business owners think beyond a single transaction — addressing value gaps, succession options, personal financial readiness, and business transferability well before a sale. CEPA is a professional credential focused on exit planning for business owners, value acceleration, owner readiness, business readiness, and alignment of business,…
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How Much Is My Business Worth? A Practical Guide for Business Owners
Intro One of the first questions owners ask is: how much is my business worth? The honest answer depends on more than revenue. Buyers evaluate cash flow, risk, transferability, industry demand, financing options, customer concentration, owner involvement, and growth potential. Professional business valuation services help owners understand a realistic market range before deciding whether to…