Insights
For an owner who has begun thinking about retirement without a plan, and is not yet sure what the options are.
The paths available before a sale process begins, and what a useful first conversation should cover.
Connecting what the household needs to what a sale might realistically provide, including money that arrives later.
Work that improves the company while you still own it, and makes a later transfer easier.
The difference between delegating tasks and transferring the authority to make a difficult call.
Jobs, retirement timing and money. Testing expectations before an offer creates a deadline.
Why an owner compensation add-back needs a named replacement role and a costed package behind it.
Separating the work that earns its place now from the work that only makes sense near a transaction.
Where a number comes from, and what actually reaches your account.
Reconstructing a reported multiple before letting it anchor your expectations, or the buyer lowering them.
The walk from enterprise value through debt, adjustments and deferred payments to usable cash.
Choosing who runs the process, and whether the offer in front of you is the right one.
Testing judgment and accountability rather than the buyer list, before signing an engagement.
Comparing usable proceeds and continuing obligations against the real cost of continuing to own.
Next step
Arrange a confidential conversation with Charles, even if a sale is not yet decided. “I do not know what my options are” is a workable place to begin.
Start a confidential conversation