Selling Your Small Business - Do You Have a Plan?

Are you working in your business or on your business? You probably haven’t had time to consider this question because you’re so busy working with customers, managing employees, and doing a thousand other things it takes to run a small business. Don’t you wish you had a team dealing with the financial stuff; not just filing a tax return like your CPA does at the end of the year, but forming a plan to get you from where you are now to where you want to be? At CX Palmer, we are that team.

We bridge the gap between your routine accounting and selling your business. 80% of businesses never sell because they don’t have anyone showing them how to get ready to sell or connecting them with the right buyers. We partner with you to position your business so its attractive to potential buyers. Then we lead you to the right buyer and help you make the best deal possible.

What’s Your End Game?

Every business owner needs to ask themselves some tough questions, but don't panic. The questions below are not meant to fear monger, just to get you thinking. When you're ready start planning, team up with us! We'll show you what to do and how to do it so you can be ready when it comes time to sell your business.

  • Do you own your business or does your business own you?
  • Do you have the freedom you hoped owning your own business would give you?
  • Can you take a vacation without worry?
  • Do you know how much your business is worth?
  • Is that enough to fund your retirement?
  • Who will buy it for that price?
  • Will your business be as successful with the new buyer as it is with you there day-to-day?

Find out how you can partner with us to create a plan for your future! Request an assessment online now or call us at 850-608-3038 to learn more.

Is your business exit ready?

Probably not but don’t worry, we know what to do! Together, we’ll assess your situation and design a plan to get you there. We’ll show you what an exit ready business looks like and what strategies we can use to get your business ready to sell.

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How much will you owe in taxes?

Do you have a plan to make sure you keep as much as legally possible when you sell? We’ve got this! Our team comes complete with a CPA who specializes in tax planning geared towards business owners who want to be ready to sell.

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Do You Have an Exit Strategy?

Exiting your business may seem far off but planning now will reduce taxes later on. Most people don't know where to start so we create personalized business exit strategies for business owners like you.

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How will you find the right buyer?

80% of small businesses put on the market never sell - don’t be one of them! We connect businesses in the home services, property management, and financial services industries with the right types of buyers.

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Meet Our Team

Get to the Closing Table!

Get a price that will give you the financial freedom you’ve been dreaming about when you work with us.

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