You have been working on the transaction for months. The business has gotten healthy with great valuation increase. Now is the time to get it across the finish line. Then…
- The owner struggles with the emotions of relinquishing the business.
- The owner gets overwhelmed with the process and gets cold feet.
- The owner’s health starts to decline changing the parameters of the sale.
- The owner’s spouse or child has an emergency or health crisis distracting from the final steps of the sale.
- The owner backs out due to fear of how to stay relevant and influential without the business.
In the past most of the emphasis has been on financial planning and finance-related goals.
When you have an expert on your team focused on the Wellness Portfolio alongside the owner’s financial and the business’s M&A portfolio, these delays are prevented and addressed.