The Journey to Freedom

If you are more than five years away from selling your company, there are essential changes you can make to help your company be more attactive to buyers. Many of our experts can help with this process. Check out our Expert Guildes page to see their contact information, or contact us today at Speak with a Guide and we can have a free conversation on how to help you. 

A Few Common Ideas:

• Set up a time to talk to your accountant about when you plan to retire. They can make small changes a few years prior to selling to help your tax returns look "buyer ready." 
• Establish key employees under you as the owner, so that a new owner has fewer tasks to tackle. Many buyers are looking for owners who already have key employees in place to do the bulk of the work. 
• Talk to your financial planner to help establish a timeline of retirement and what the process looks like for your future. 
• Establish and document key proceedures and processes so future buyers have clarity of what the company culture looks like and what they are stepping into.
• Clean up your accounting practices, if needed. Buyers like to see current tax returns and recent Balance Sheets and P&L's. If YTD reports are out of date by the time you can provide them, this is a red flag for buyers. 
• Buyers typically want profitable companies. Now is the time to look at what is profitable, what works, what is essential. Trim the fat and re-align your company focus. If you are expecting a certain amount of money at retirement, your company needs to be at a certain level financially to accomplish this goal. 

If you are three to five years away from selling your company, there are essential changes you can make to help your company be more attactive to buyers. Many of our experts can help with this process. Check out our Expert Guildes page to see their contact information, or contact us today at Speak with a Guide and we can have a free conversation on how to help you. 

A Few Common Ideas:

• If you haven't worked on the points from the previous section, work on those now. The essential steps would be to have key employees under you to take on most of your work, and talking with your accountant and financial planner. 
• Get a Market Analysis or company valuation. These are great tools to help you know what you would reasonably sell for. If it is too low then you know your goal to help you move forward. We at The Kuby Company offer a Market Analysis for a low hourly rate. Our extensive report is prepared from a buyer's perspective and is a wonderful way to learn more before selling your company. Contact us today to learn more about this affordable option. 
• More to come (in progress as of December 2025)