One of the most important processes is to surround yourself with The Dream Team.  It will be the job of the members of this team to help you find the right buyer for your business.

Title Role Goal
Business Owners Direction and final decisions Increase sales and company value
Joe Cacopardo, Advisor Team Manager Coordinate with Team, assists with process
M&A Advisor Team Manager; Advice about potential buyers Find the best buyer
Attorney Legal Legal documentation and advice
Tax Specialists Tax planning Tax planning
Auditors Auditing Examine financial statements
IT Specialists Software and hardware Documentation and advice
Wealth Manager Money management advice Pre-sale advice and post-sale wealth management
Appraiser Appraise the company The business value and the primary methods of valuation
Insurance Advisor Insurance advice Advice on current and future risks