Exit Planning

SBA lenders want two to three years of clean tax returns supporting the earnings you are selling on. Here is what to fix now, by industry.

If you're a small business owner, here's a sobering statistic: Up to 80% of businesses put on the market ultimately fail to sell. The dream of a successful exit—a big check and a comfortable retirement—often remains just that, a dream. The good news? You can dramatically change your odds. A successful exit isn't luck; it's the result of deliberate planning, often years in advance. As business brokers who facilitate successful mergers and acquisitions (M&A) every day, we know