Building the M&A Dream Team

Business owners have several options for building their dream team of advisors to help them successfully sell their business.

We recommend that every business owner who is considering selling their business interview local advisors who can help them, including:

  • CPAs and Tax advisors who specialize in tax planning for business sales

  • An attorney who specializes in business sale transactions

  • An attorney who specializes in personal asset protection and tax planning

  • A business performance coach to optimize the business prior to selling

  • A business broker or M&A advisory firm to handle the business sale process

Your choice to engage any of the above advisors depends on your personal preferences, personal skills, budget, and the size and complexity of your business and the proposed business sale transaction.

When you engage Pinewood we generate demonstrable ROI by helping you find better buyers, close deals more quickly, and enjoy a better overall deal than those businesses who don’t prepare.

Do you need a business advisor to sell your business?

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