10-Point Checklist for Selling Your Business
CEO Founders and Business Owners
When is the right time to begin planning your business sale?
It's sooner than you think.
Too many CEO Founders begin planning too late, or not at all. 75% of business owners experience seller’s remorse just one year after their transaction for an event that could be one of the most important of their careers.*
Not ideal, and not surprising. Many are so immersed in the day-to-day operations of their business that they don’t take the time to consider business exit strategies.
The business sale should be carefully considered, planned, and executed. Even post transaction, there is work to be done for wealth and legacy planning.
*Source: Exit Planning Institute 2023 State of Owner Readiness Report
Request the 10-Point Checklist for Selling Your Business
Cresset is an award-winning, independent, multi-family office, and private investment firm. We offer deeply personalized wealth management, investment advisory, and family office services to entrepreneurs, CEO Founders, and multi-generational families. Our goal is to reinvent the way you experience wealth by providing access to the talent, ideas, and investment opportunities available to the largest single-family offices and endowments.