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Business Owners & Exit Planning

Building Value #4: The Advisors You Need

In this Building Value episode, Presilium explains the transition team a business owner needs for a successful sale. It covers the key advisors, including investment bankers or M&A advisors, attorneys, tax specialists, and a wealth manager, and how coordinating them early protects value and proceeds during an exit.

Brook HartBuilding Value #4

In this Building Value episode, Presilium explains the transition team a business owner needs for a successful sale. It covers the key advisors, including investment bankers or M&A advisors, attorneys, tax specialists, and a wealth manager, and how coordinating them early protects value and proceeds during an exit.

Key takeaways

  • A successful business sale requires a coordinated team, not a single advisor.
  • Core roles typically include an M&A advisor or investment banker, an attorney, a tax specialist, and a wealth manager.
  • Assembling the team early, well before a sale, helps protect enterprise value and after-tax proceeds.
  • A wealth manager ties the deal to the owner's personal financial and life goals.
More on Business Owners & Exit Planning

Written by

Brook Hart

President & Chief Compliance Officer · CFP®, CEPA®

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