For Business Owners

Understand Your Value. Protect Your Legacy. Prepare for What Comes Next.

Whether you are ready to sell, planning a future transition, or exploring what your business may be worth, we bring together valuation, exit planning, brokerage, and transaction resources to help you make an informed decision.

You do not have to be ready to sell to start planning.

Erika Baez-Grimes seated in a professional studio portrait, representing our team's approach to business owner conversations

Your Options

There Is More Than One Way to Step Away From a Business.

A sale to an outside buyer is one option. The right path depends on what you want financially, the role you want afterward, the people involved, and the future you envision for the company.

Considering a family transfer, an employee ownership path, or another succession option? Visit our Business Owners page for more on ownership and succession planning.

01

Transfer to Family

Pass ownership to a child or another family member while planning for leadership, financing, and your future role.

02

Transfer to Employees

Explore employee ownership, which may include an employee stock ownership plan (ESOP) or another ownership structure.

03

Sell to a Partner or Management Team

Transition ownership to people who already know the business.

04

Sell to a Third-Party Buyer

Pursue a sale to an individual, company, or investor through an appropriate brokerage and buyer outreach process.

05

Take Money Off the Table and Stay Involved

Explore a partial sale or recapitalization that provides liquidity while allowing you to retain a negotiated role, potentially as the company's visionary leader.

06

Close or Wind Down

If a transfer or sale is not the right path, consider how to close the business in an orderly way.

Preparing for the Conversation

What Will the Next Owner Need to Understand About Your Business?

A strong transition starts well before a business goes to market. These considerations help reveal both the strengths of the company and the areas that may need attention.

1

Financial Clarity

Are earnings and trends easy to understand and support?

2

Owner Dependence

How much relies on the owner's daily involvement or personal relationships?

3

Customer Concentration

Is a large share of revenue tied to a few customers?

4

Leadership & Team

Who can carry the business forward?

5

Systems & Operations

Are the processes behind the results documented and repeatable?

6

Growth Potential

What opportunities could a future owner realistically pursue?

7

Deal Structure

How could financing, timing, and transition terms affect the outcome?

8

Personal Goals

What does the owner need financially and personally from the next chapter?

You do not need perfect answers to begin. Understanding where the business stands gives you a place to start.

Exit Readiness

Ready to Sell, or Ready to Get Ready?

Some owners are ready to pursue a transaction. Others have an opportunity to strengthen the business before making that move. Our team and exit planning partners help identify what is working, what may create friction, and what steps support the owner's goals.

Discuss My Exit Readiness

A simple self-check:

  • Do you have a preferred timeline?
  • Are your financial records organized and current?
  • Could the business operate without your daily involvement?
  • Do you know which people, customers, and processes are most critical?
  • Have you considered what you need from the transaction and what comes afterward?

Our Recommended Exit Partners

The Right Expertise for Your Next Move

Proper planning builds business value today & prepares owners for tomorrow. We connect our clients with retired CEOs who've exited their own companies, experienced exit planners & value creation advisors who help identify gaps, prioritize improvements & strengthen transferable value before a transaction happens.

CEPA — Certified Exit Planning Advisor, credentialed through the Exit Planning Institute The Value Builder System — exit planning value-building methodology EOS — Entrepreneurial Operating System methodology

How We Work With Owners

From First Conversation to What Comes After

1

Understand Your Position

Establish a clearer view of value, financial performance, ownership goals, and available options.

  • Opinion of value or formal valuation
  • Financial normalization
  • Exit-readiness assessment
2

Prepare the Right Plan

Work with appropriate exit planning and advisory partners to address issues that may affect value or a transition.

  • Operations & documentation
  • Succession & leadership planning
  • Financial preparation & market timing
3

Pursue the Transition

When an owner is ready, brokerage and transaction resources can support the full path to close.

  • Confidential marketing & buyer qualification
  • Offer/LOI evaluation & negotiation
  • Due diligence, financing & closing

Brokerage & Buyer Outreach

When It Is Time to Sell, We Help You Pursue the Right Buyer.

Finding a buyer is only one part of a successful sale. Our brokerage services and transaction partners help position the business, pursue prospective buyers confidentially, assess their qualifications, evaluate the full terms of an offer, and guide the process toward closing.

Business Positioning & Confidential Marketing

Buyer Identification & Qualification

Offer Analysis & Negotiation

Due Diligence & Closing Coordination

Deal Structure

The Right Deal Is More Than the Headline Price.

Purchase price, payment timing, seller financing, buyer financing, working capital, and transition responsibilities can all affect what a transaction means for an owner. Our transaction and funding partners help evaluate the structure alongside the price.

Capital Stack Design

The mix of financing sources — such as a bank loan, seller financing, and equity — that together fund a transaction.

Acquisition Financing

Loans or other capital a buyer uses to help fund the purchase.

Funding Partner Network

Independent lenders and capital sources our transaction partners can introduce as needed.

Recapitalization Support

Restructuring ownership and financing so an owner can take some money off the table while staying involved.

Ownership Options

Selling Your Entire Business Isn't Your Only Option.

Some owners want full liquidity and a clean exit. Others want to take money off the table while staying involved in the business they built, continuing to lead it or stepping into a different role. A partial sale or recapitalization is a distinct path from a full sale, with its own considerations around ownership structure, control, financing, and future value.

Under Construction. Additional information about our partial sale and recapitalization services is being developed.

Discuss My Ownership Options

Start Here

Start With a Clearer Picture of Your Business.

Tell us a little about your business and what you are considering. That gives our team a starting point for discussing value, readiness, and the resources that fit your goals.

Having trouble with the form above? Open the valuation questionnaire directly.

Already reviewing an offer or facing a near-term decision?

Book a Confidential Conversation

Questions

Frequently Asked Questions

Is it too early to begin if I am not ready to sell?

No. Many owners start years before any transaction, using that time to understand value and address issues that could affect a future sale or transfer.

Do I need a formal valuation?

It depends on the decision you're making. A lighter opinion of value may be enough for early planning, while financing, litigation, estate matters, or an active sale often call for a more formal or certified valuation. Our team can help identify the right scope for your situation.

Can you help if I already have a buyer or an offer?

Yes. Book a Confidential Conversation and our team can discuss how to evaluate the offer, the deal structure, and next steps.

How do your brokerage services find and qualify buyers?

Our brokerage partners position the business, market it confidentially to prospective buyers, and screen those buyers for fit and financial qualification before an owner engages further. The specific outreach approach is scoped to each engagement.

How is my information handled confidentially?

This is a company-specific process that has not yet been documented for publication here. We'll update this answer once the exact confidentiality practices are confirmed.

What if preparing the business is a better choice than selling now?

That's a common outcome of an early conversation. Our team and exit planning partners can help identify what would strengthen the business and its value before pursuing a transaction.

Can I sell part of the business and remain involved?

In some situations, yes — a partial sale or recapitalization can provide liquidity while you retain a negotiated role. Whether this fits your business depends on its structure and your goals, which our team can help evaluate.

Which team or partner would work with me?

It depends on what you need. Valuation work is prepared by The BPH Group; business sales and sell-side execution are handled by Silver Tsunami Transitions; exit preparation and value acceleration run through The Silver Tsunami Group; and additional exit planning or funding partners are brought in as needed. Our team helps coordinate which of these fits your situation.

You Built the Business. Make Your Next Decision With Clarity.

Whether your next step is understanding value, preparing for an eventual transition, or pursuing a buyer now, our team and partners can help you evaluate the path forward.