Valuation matters, but is it only the bigger companies that get the big valuations? Can some of the smaller companies also get some of those decent-sized deals?
Jeff Thomas, CEO of Archetype Wealth Management, and Matt Gilbert, Principal of GAP Advisors, share how any business can be at the high end of the value range.
Determine your level of preparedness for your upcoming business transition.
What drives a great sale?
Positioning the business pre-sale to be transparent, to show the return on investment to the buyer and to to lay this out in a way that the buyer can see the future trajectory of taking the business to the next level. When a buyer feels reduced risk, they are willing to pay up for that.
Plan ahead and have a great team to help you execute on strategy.
Reach out, we'd love to help you.
Jeff Thomas is the Founder/CEO of Archetype Wealth Partners. He has assembled an amazing team to provide an open architecture, fee-only (fiduciary) platform that offers a wide variety of investment choice to clients. Archetype exists to help families thrive across generations.
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