Know what matters before a buyer sets the timeline. Decide how much liquidity you need, how much control you’re prepared to give up, what risk you’ll retain, and whether you want to remain involved after closing. Be clear about where you can compromise, where you can’t, and when walking away is the right commercial decision.

Signing isn’t the end of the deal. Earn-outs, rollover equity, warranties, restrictive covenants, employment arrangements, and post-closing obligations can keep you connected to the business long after ownership changes. Plan for them early. Protect your proceeds. Preserve your options. Move forward with greater certainty.

The right advisors will help you manage the details, but the decisions remain yours. Stay close to the process. Keep your team aligned. Make sure every concession takes you closer to the outcome you set at the start.

You’ve spent years building the business. Bring the same focus to the deal. Prepare properly, understand the trade-offs, and shape what comes next on your terms.

Considering a full exit, partial sale, or SPV financing? Get in touch with our team to discuss your priorities and build a deal that delivers the outcome you want.