Who should be part of my advisory team when selling my company?

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The sale of a company is a multifaceted process that necessitates a diverse team of advisors to ensure a smooth and successful transaction.

Assemble the Core 4: This team should include:

  1. Investment Banker, who plays a pivotal role in valuing the company, identifying potential buyers, and negotiating the deal terms.
  2. M&A Lawyer is essential to navigate the legal complexities of the sale, ensuring compliance and protecting your interests.
  3. Accountant or CPA will manage the financial due diligence (Quality of Earnings), tax implications, and financial structuring of the deal
  4. A Wealth Advisor can help plan for the financial impact of the sale on your personal wealth and future planning. Together, these professionals provide a comprehensive support system, leveraging their expertise to address every facet of the sale.
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This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied on for accounting, legal, tax or other professional advice. While the information herein is deemed reliable, CMG cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.

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