Business Sale Goals

Innovative Dubuque LLC - Business Sale Goals

A goal is a dream with a deadline.”

Napoleon Hill

Selling a business is a difficult topic for many business owners. It is tough to understand options, know how the process works, or even what the first step should be. On top of that how to get a business listed and what the valuation should be are even more difficult topics. Even more, if an owner is selling to a family how can this be done to put the family member in a position to succeed but also unlock the value of the business that the current owner likely needs to retire on. This is part of the reason that only 30% of businesses are passed on to second generation. However, it is estimated that $40.6 trillion will change hands by 2052 as Baby Boomers pass their accumulated assets on to their heirs and part wealth is in the form of businesses.

Our strategy to help business owners cut through all this confusion and complication is to first work with them to help them understand their personal and business objectives for a sale. We do this with a process where we help them to learn where they are at in the process and what is most important to them. Having this information allows us to start to prepare their business for sale. Our process to help understand business sale objective includes assisting them to:

  1. Define your motivation and sale timeline/urgency
  2. Define what you want to do after a sale
  3. Decide what you want for your business after a sale
  4. Prioritize your sale motivations and choosing the most important outcomes

While this is an important first step, we also strongly encourage business owners thinking about transitions or sales to have us help them understand how they can increase the value of their business, if they are selling the business outside of their family.  Since each sale situation is unique we do sessions instead of packages to make sure we have the time neeeded for each step of the process.  Selling your business is a big step and we can assist you to understand the objectives and what is important to you as you look to transition or sell your business.

3 SESSIONS
$1,500

4 SESSIONS
$1,950*

5 SESSIONS
$2,400**

 

*$50 off when purchased at the start
**$100 off when purchased at the start

All business sale goals sessions include:

  • 90 minute meeting or call with executive
  • Up to 30 minutes of communication for meeting logistics
  • Up to 30 minutes of travel total for meeting#
  • Summary write up and next steps document

#For travel outside of Dubuque area other expenses including, lodging, transport, airfare, meals, and other may apply

Other important info:

  • Up to three total participants allowed in each session
  • Minimum of 3 sessions purchased at time to start
  • Any time over amounts above will incur additional charges