Building Transferable Businesses™ | Session 3: Creating Options

Preparing for a business sale can take years, and starting early gives owners more choices. In this final session of the SBSD webinar series, a panel of business transition professionals discusses what owners and their advisors need to address before a sale. Topics include clean financials, repeatable systems, reducing owner dependency, and why tax savings don’t always translate into a higher business value. Through real examples, the panel shows how brokers and other advisors can work together to identify value gaps and help owners prepare well before they’re ready to leave.