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 |