Are the Owner, Company, and Market all Ready for a Successful Exit?

Personal Readiness

Is your owner personally, mentally, and financially ready to exit the business?

Do they know what else they will do after the exit?

Company Readiness

Is your owner's company ready for a new owner?

Does the business run without the owner?

Are systems, procedures, agreements, and financial statements in order for a new owner?

Market Readiness

Are the market conditions favorable to transact?

Are lenders lending money to finance aquisitions?

Are buyers in a 'buying season'?

Homer Smith | 3010 Harborview Drive, Suite 202, Gig Harbor, WA 98335 | (253) 236-7000

David Stuehling | 2754 NW Crossing Drive, Suite 204, Bend, OR 97703 | (541) 210-5600 

 Investment advice offered through Integrated Financial Partners, doing business as konvergent wealth partners, a registered investment advisor.