Selling your business takes more than one kind of expertise.
There are financial decisions. Tax considerations. Legal issues. Personal financial questions. And, of course, the work of preparing, marketing, negotiating and ultimately closing the transaction.
The Exit Team Checklist gives you a simple way to look at the advisors you already have, understand the role each one can play, and identify where you may still have gaps.
What You’ll Learn
The Exit Team Checklist breaks down the different professionals who may be involved in selling your business and where their expertise fits into the process.
Inside, you’ll see:
- the five core advisory roles typically involved in a business sale
- what your M&A advisor, accountant, lawyer, tax advisor and financial planner each bring to the table
- additional advisors you may need depending on your business and personal circumstances
- when each advisor’s perspective is most valuable
- how the advisory team changes as you move from exploring an exit through preparation, buyer discussions, negotiations, due diligence and closing
- a simple tracker to identify who is already in place, where you’re unsure, and where you may still need someone
You Remain the Decision-Maker.
A good exit team isn’t about surrounding yourself with more people than you need.
It’s about having the right expertise available when you need it.
Your M&A advisor leads the transaction process and helps coordinate the right specialists at the right points, while your accountant, lawyer, tax advisor, financial planner and other professionals contribute their expertise where it matters most.
You remain at the centre of those decisions.
The earlier you understand who needs to be involved, the easier it is to identify gaps before they become problems during a transaction.
Next Chapter.
Start your next chapter today. Our team is ready to help you find meaningful opportunities that will shape your legacy.
Trusted Across Industries.
Our transaction experience spans diverse sectors, bringing valuable insights across industries. Our expertise extends through manufacturing, construction, healthcare, transportation, and oil and gas services, helping owners achieve meaningful transitions that build on their success.
Tim went above and beyond for us throughout the entire process. He was professional from our first meeting, kept us informed at every stage, and handled any issues immediately. We would 100% endorse Tim for anyone looking to sell or buy a business.
Jamie & Josette
From the first meeting with Tim Fawcett at EastWind it was evident that Tim was very professional, knowledgeable, and trustworthy. Tim worked very hard making sure we got the best deal. He has the ability to keep both sides of the sale moving along smoothly. We are very happy with our dealings with EastWind. Selling our business was a big deal and Tim did not candy coat it; he told us from the beginning it would not be easy but it would sell and it did thanks to Tim’s dedication and positive outlook. I would highly recommend EastWind if you are looking to sell or buy a business.
Philip Hunter
I was ready to sell immediately, but EastWind showed me what was possible with proper preparation. Their guidance helped us improve operations and financial management, creating $900,000 in additional working capital before sale. The patience paid off—we attracted a better buyer and achieved a significantly higher valuation than I initially expected.
Owner
Tim’s professionalism allowed us to continue running our business without interruption while he handled the entire sale process. He guided us every step of the way, found the right buyer, and managed all interactions. After 14 years building our heat pump contracting business, we couldn’t have asked for a better transition partner.
