Скачать или смотреть Roadmap to a Successful Exit with Transworld Business Advisors

The Exit planning workbook provides a comprehensive roadmap for entrepreneurs looking to transition out of their companies effectively. The guide outlines critical initial steps, such as defining personal objectives, establishing a timeline, and assembling a professional support team of brokers, lawyers, and financial advisors. It emphasizes the importance of conducting a formal valuation and organizing several years of financial records to demonstrate the company's worth to potential buyers. Beyond documentation, the checklist encourages owners to optimize operations and address legal compliance to enhance the firm's overall market appeal. The manual also covers the final stages of a deal, including negotiating terms, undergoing due diligence, and planning for life after the sale. Ultimately, the resource serves as a structured tool to help owners maximize business value while ensuring a seamless transfer of ownership.

Michael Shea represents the Tampa Florida Transworld office. In business since 2005, he has established a reputation as a trusted business broker across Florida’s key markets- from Tampa to Orlando, Melbourne, and more. Over the past two decades, Michael and his team have closed over $1 Billion in sold business volume and presided over more than 450 transactions. His credentials include the IBBA Certified Business Intermediary®, and most recently, the prestigious Certified Exit Planning Advisor® (CEPA) credential.