Who Should be on 你的 Team of Advisors When Selling 你的 Business?

约拿Pollone

卖家 卖方的文章 卖家常见问题解答

Think of the sale of your business like the Superbowl. 

赌注很高,而且只有一次机会可以把梦寐以求的超级碗戒指带回家. 

你一个人不可能赢, 而另一边训练有素,准备好比赛——你需要一支坚实的球队来支持你, and can keep you from getting sacked. 

在MidStreet,我们每天帮助企业主成功地出售他们的betway必威沙巴体育. Some of the owners we work with have deal teams and some do not. 

在这篇文章中,我们将解释什么是交易团队以及其中包含的专业人员. 从那里, 你可以决定一个交易团队是否适合你和你未来的业务销售. 

沿着这条路, 你的交易团队中专业顾问的数量可能听起来很昂贵——所以我们理解你为什么会对这个想法有点犹豫. 

不要. 的 members of your deal team are here to save you money. Often, they save business owners hundreds of thousands of dollars. 

让我们开始. 

What is a Deal Team in a Business Sale?

Deal team comprised of four advisors

交易团队是由专业顾问组成的团队,帮助你出售你的企业. A deal team will usually include a: 

  1. M&一个律师
  2. 注册会计师
  3. 代理/ merger and acquisition (M&)顾问
  4. 财富管理 
  5. Tax strategist (optional) 

You may already have several members already selected for your team. 如果不是这样, leverage a trusted advisor’s network to fill out your ranks.

请注意

Members of your deal team will not always be your normal advisors. 例如, 你现在的律师可能是一个值得信赖的顾问,他在商业形成和雇佣法方面经验丰富, but they may not have experience in mergers & 收购.

选择一个人脉广泛的经纪人来出售你的企业的最大好处之一是,他们可以提供关于律师的建议, 财富管理betway必威沙巴体育, 税收的战略家, 和注册会计师. 

MIDSTREET提示

你应该提前组建你的交易团队,为出售过程做好准备,并在时机成熟时执行. By assembling your deal team 1-3 years before the sale of your business, you can increase profits, 减少税收, and have a better chance of selling successfully.

如果你不能得到咨询师的推荐,你也可以在网上搜索专业咨询师. 通过阅读我们的博客,了解为你的商业销售做准备的其他方法。的 Top 10 Ways to Prepare 你的 Business to Sell.”

的 4 Advisors on 你的 Deal Team

1. 律师

你的 transaction attorney will provide legal guidance throughout your sale. 他们还将: 

  • Draw up contracts and other legal documents (合作意向书, NDA等.)
  • Provide legal advice on the transaction  
  • Identify what you want and act on your behalf
  • Resolve current, ongoing, or pending litigation 
  • Identify legal issues that may hinder the sale (undocumented workers, 专利问题, 专利纠纷, 允许法律等)

A good attorney will keep your goals in mind. 如果他们太专注于无关的法律事务,而不是你想从销售中得到什么, they can derail the whole deal. 

That is why it is important that you pick the correct attorney for your sale. 如果你选择了一个有丰富交易经验的律师,他知道会发生什么以及如何保护你的利益, you will be set up for success. 

请注意

你的律师的薪酬结构决定了他们完成交易的动机. 如果你的律师是按月付款而不是在销售结束时一次性收到一笔钱, they may not have as much urgency to get the deal completed.

If you already have an attorney that you trust, but they don’t have transaction experience, we still recommend hiring an experienced M&一个律师. You can still involve your trusted attorney in the deal, but using an M&一名律师消除了他们在这个过程中所面临的巨大学习曲线,更好地保护了你的利益. 

我们通常会看到交易律师牵头审核文件,同时让你的律师在所有通信中抄送,这样他们也可以审核.

2. 注册会计师/会计 

注册会计师/会计 你用来出售你的企业可能是你的内部会计或外包交易会计. In a business sale, an accountant will: 

  • Gather tax returns and financial statements for the valuation 
  • 通过制作财务文件和回答问题来帮助评估过程
  • Determine your tax implications once your valuation is complete
  • 与你和你的经纪人谈谈你的税务/betway必威沙巴体育结构(s-corp或c-corp)

注册会计师能帮助你成功的最好方法是在你销售前保持你的财务信息的更新. 这种方式, when your broker requests your financials for the valuation, the process will be quicker and smoother. Good financial books and records will also instill confidence in your buyer. 

你的注册会计师也可能被包括在尽职调查的对话中,以帮助澄清任何买家可能有关于你的财务问题. 

Depending on your 注册会计师’s experience, 他们也可以帮助你的购买价格分配在betway必威沙巴体育销售. 请阅读我们的博客”What is Purchase Price Allocation in a Business Sale?” to learn what purchase price allocation is. 

3. 业务代理/米&一个顾问

business broker or merger and acquisition (M&)顾问 you choose to sell your business will help drive the whole deal. In the Superbowl example, 他们就像你的进攻协调者——设计策略是他们的工作, 调用中, coordinate with your other coaches, and keep the ball moving downfield. Specifically, your broker will: 

  • Perform the valuation of your business
  • Talk to you about your goals for the sale and after the sale
  • Create marketing materials (盲目的概要文件, CIM, 营销视频
  • Vet buyers for your business
  • Conduct meetings between you and prospective buyers 
  • Facilitate competitive bidding among buyers 
  • Handle deal negotiations and assist in deal structuring
  • Coordinate your deal team
  • Manage the due diligence process all the way through to closing

A quality broker can make millions of dollars of difference to a deal. 一个好的米&当你专注于经营你的企业以保持盈利时,顾问也可以管理你的企业的销售. 

重要的是要注意,当你把你的企业卖给家人或员工时,通常不需要中间人. 然而, 在这种情况下,经纪人仍然有价值,他可以合理地组织销售并指导你整个过程. 

4. Wealth Advisor/ Financial Planner 

In the context of selling your business, a wealth advisor/ financial planner 可以帮助你决定如何根据你的总体财务目标投资你的销售收入. In preparation for and during a sale, financial planners will help you:

  • Clarify your financial goals
  • Plan for retirement 
  • Manage 流动性事件s
  • Preserve your wealth 

财富顾问还可以与你合作,计算出你需要从出售企业中获得多少资金来支持你的下一个目标——无论是退休还是购买新企业. 

许多卖家都有这样的误解,认为你应该等到卖掉你的betway必威沙巴体育赚到钱之后再去找理财顾问. It is actually quite the opposite. 

尽早和理财顾问一起开始是好的——没有一点是太晚的, but the sooner the better. 提前与理财顾问取得联系,可以让你为“理财”做好准备。流动性事件” (i.e. 业务销售). 

他们将能够在你的betway必威手机客户端下载后帮助你分配资金,并帮助你制定拖延或转移你所欠税款的方法. 

To pick the best financial planner for your needs, 你应该采访他们,以确保他们对如何维护你的财富有相似的看法. 一些理财顾问的策略更为激进,而另一些则更为保守. 

5. Tax Strategist (optional)

另外一个你想要加入你的交易团队的顾问是税务策略师. If you are looking for the best ways to shield your income after the sale, a tax strategist can provide options.

他们可能会建议一些方法来帮助你在销售后减少或推迟你的应税金额,包括: 

  • 一个分期付款销售 
  • A 1400 Z opportunity zone
  • 1031年的一项交易 
  • A 263c oil and gas program 

If your 注册会计师 does not have experience with purchase price allocation, a tax strategist can help you determine how to allocate your purchase price. 

Assemble 你的 Deal Team to Sell 你的 Business Successfully 

When you have a complete deal team, comprised of an attorney, 注册会计师, M&一个顾问, 和财富顾问, you will have guidance in the most critical areas of a business sale, and you will be able to stay focused on running your business.

If you want to use a deal team to sell your business, the next step is to learn the difference between a business broker and an M&一个顾问. 请阅读我们的博客”业务代理和. M&一个顾问 - Which One is Right For You” to find out which intermediary is the right fit for your business. 

如果你正在寻找并购顾问加入你的交易团队, 打电话给我们 今天. 我们可以帮助您找到一个伟大的顾问与工作,并引导您通过组装您的交易团队和成功出售您的企业. 

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