Video Library
In this segment, we explore how the true value of a business isn’t just in its sale price, but in the fine print—whether it’s transition terms, seller financing, or lease arrangements—and how smart packaging and strategic use of seller‑carry can convert challenging deals into win‑wins.
This video walks sellers through valuing their business from a buyer’s perspective—detailing how financial recasting, benchmarking against similar sales, and addressing risks like customer concentration and owner dependence can uncover your business’s true market potential.
This video underscores the importance of planning—ideally three to five years ahead—highlighting how over‑zealous tax deductions can undermine buyer confidence and how upfront preparation boosts value, streamlines the sale, and increases control over choosing the right successor or buyer.
In this video, we stress the critical role of having clean, well-organized financials—explaining how a reliable bookkeeper or CPA can transform messy, tax-driven expense records into transparent, buyer-ready statements, accelerating due diligence and preserving deal momentum.
This video explains the importance of timing and discretion when informing employees about a business sale—highlighting how letting them know post-closing helps preserve morale and operations, while selectively involving key team members (under confidentiality) can support a smoother transition.
Due diligence—the buyer’s deep dive into your business—typically starts after an offer or agreement is signed and lasts anywhere from two to six weeks, serving as a verification phase for both buyer and seller to ensure all the details align before closing.
This video shares why selling a business solo can quickly drain your leverage—highlighting a real case where going it alone delayed the sale—and how engaging a seasoned broker not only speeds up the process but can boost your sale price, per IBBA data.
In this video, we explain how a successful business sale starts with clean, up-to-date financials and a well-determined listing price, but truly stands out when you package the business’s unique story and target it to the right buyers—whether strategic competitors or individual operators—through a customized, multichannel marketing strategy.
This video explains how offering seller carry can make a deal more achievable and even boost sale value—illustrated by real cases where providing seller financing not only sealed the deal but elevated the final price by around 7%.
This video emphasizes the importance of timing your exit carefully—selling when your business is at its peak ensures maximum value, while waiting too long can allow performance to decline and make the opportunity fade into the unsellable.
This video highlights how lack of diversification—whether in customers, vendors, or key employees—raises serious risk in a business sale, as overreliance on a few entities can lower valuation or even derail deals entirely.
In this video, we explain that non‑compete clauses—typically set for three to five years and covering a geographic radius tied to the business’s market—are standard in asset purchase agreements, and note that while a seller may assist in transition, SBA loan rules generally limit seller involvement to a brief period post‑sale.
This video breaks down the ‘bulk sale’ process in California—akin to escrow—highlighting how it ensures all business assets are lien‑free and creditors are notified before closing, and also noting that if real estate or a liquor license is involved, separate escrows may be needed to coordinate everything properly.
In this video, the importance of Seller’s Discretionary Earnings (SDE) is highlighted—showing how normalized cash flow, including add‑backs like an owner’s salary and one-time personal expenses, gives buyers a clearer view of true profitability and improves valuation, especially for small, owner-operated businesses.
This video discusses how real estate—whether owned or leased—can significantly impact a business sale, and explains the strategic options: selling the property, leasing it back, or relocating, each with distinct effects on cash flow, valuation, and buyer appeal.
In this closing video, we reinforce that every business has a unique story—and by stepping in with fresh perspective and strategic packaging, a broker can unlock value and find the right buyer fast, even when a seller felt ‘stuck’ alone.