Business Exit Strategy & Planning | Business Ownership Transition

High-Quality Financial Reporting

Check out a “business for sale “ website and it’s easy to understand why buyers may reject a business listing with just a quick glance at the financial summary. Numbers tell a story. What’s not so clear is how to grab buyer attention. What is “Financial Performance” and how does high-quality financial reporting increase your business sale […]

June 20, 2017/by Proforma Partners

Valuing a Business

Three Steps to Build Business Value

More often than not, business owners procrastinate on preparing the company for sale because it’s difficult to know where to start. Worse yet, time, energy and money may be invested into areas that do not improve business sale value. Proforma Partners Advisors use three simple steps to help business owners get moving in the right direction. […]

May 23, 2017/by Proforma Partners

Identify & Retain Your Best Employees

Succession planning is easier said than done. Often the focus is on numbers and financial performance and the contribution of key employees is secondary. The best financial performance can be sidelined by loosing key employees and having to replace them with unqualified or risky candidates. Here are some tips to identifying and mentoring your best […]

April 28, 2017/by Proforma Partners

Selling a Business, Succession Planning, Valuing a Business

Selling Your Business: The Concerns & Solutions

Selling a business takes a tremendous amount of time and effort. So, it’s quite normal for you to have some hesitations. After all, brokering a deal can be a complicated process. We don’t want those complications to keep you from negotiating a successful deal. With that in mind, let’s address some of the common concerns […]

December 5, 2016/by Proforma Partners

Buying a Business, Selling a Business

Making Deals & Managing Expectations

Deals can fall apart for any number of reasons. But, as this article states, most of those reasons stem from expectations. As a buyer or a seller, you enter into the process with expectations. Having expectations isn’t unreasonable. But, if managed poorly, expectations also have the potential derail a deal.

November 7, 2016/by Proforma Partners

IN THE BUSINESS OF SELLING YOUR BUSINESS | SINCE 1987

WHAT DO YOU NEED TO KNOW?

High-Quality Financial Reporting

Three Steps to Build Business Value

Identify & Retain Your Best Employees

Selling Your Business: The Concerns & Solutions

Making Deals & Managing Expectations

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