The CBI+Team steps for planning the successful sale of any business are:
Gather the appropriate information needed to help establish the value of a business. Your CBI+Team Intermediary will provide the business owner with a list of the information required.
Interview with a CBI+Team member-once the information about the business is gathered, an interview is conducted with the business owner to determine the trends and health of the business
If appropriate, The CBI Intermediary may recommend that an independent, third-party business appraisal be obtained from a certified business appraisal firm.
The CBI+Team will help the business owner prepare the packet for submission to the appraisal firm.
Once the appraisal comes back (usually about two-three weeks after submission of the package) the CBI Intermediary will meet with the business owner to discuss the value of the business and a proposed deal structure to maximize the Business Owner’s net from the sale of the business.
Once the Business Owner has determined that the sales price and deal structure meet expectations and requirements, the CBI Intermediary will prepare a listing agreement for the sale of the business.
The business is confidentially marketed to local, regional, national and international buyers through the exclusive CBI+Team confidential marketing plan which is reviewed with the Business Owner.