The Steps to Consider Preparing for The Sale

We have listed the steps we recommend: Cash management – to be eligible for the capital gain, the business must have less than 50% of its value in non-performing assets (cash, advances, etc.) during the two years preceding a sale. We have encountered a few cash-rich...

Marketing a company

The marketing of a business varies greatly from the sale of a building, you cannot put a sign on the street with “FOR SALE” – it would be devastating. At the same time, we want to optimize the price by limiting the number of people in the know! In...

Company Presentation – CIM

The presentation document has various names the CIM (Client Information Memorandum) , it can be called the “Book”, or any other name! The normal information to be found there includes: The context: the market, the business proposal: sale of assets, shares, what %;...

What Are My Exit Strategies?

Entrepreneurs often ask themselves what their alternatives are for “exiting” their business… Do I already have a succession plan? Is the plan already in place? Family members? Members of the management committee? An outside sale? Do I know the market value of my...

My Business Should Always Be Ready to Sell!

Many entrepreneurs tell themselves they’ll have plenty of time to prepare their business for sale when the time comes… wrong! Selling a business goes beyond financial and tax considerations. Several questions arise: As an entrepreneur, am I mentally...