It’s important to start preparing your business for sale as early as possible. Business owners often think about selling during a downward trend though the best time to sell is when your business is in good shape. If you plan ahead, you’ll be ready when the time comes.

Seek expert advice

It’s essential to get expert advice from your attorney, accountant and broker. Talk to your attorney as they can protect any trade secrets by writing up a confidentiality agreement. This will help safeguard your intellectual property (IP).

Your accountant can help calculate your business’s goodwill, give advice to determine the optimal price to sell, and make sure that your financial records are in order. By providing accurate sales figures, you’ll reduce the element of risk for potential buyers.

Hiring a broker will assist to smooth negotiations with prospective buyers, can help keep your identity confidential so suppliers and customers don’t get concerned, and will allow you to focus on running your business while they look for buyers.

Identify potential buyers

What kind of person would be interested in your business? Will you be able to find them locally or must market elsewhere?

A potential buyer needs correct and comprehensive information to make an informed decision on whether your business is suitable for them. You can help this process by understanding who your potential buyer is, and what they may want to know about your business.

They will value your business more highly if they are confident it will continue to grow and provide a healthy return on their investment. They will be comparing it against the competition and looking for compelling reasons why your business will be more profitable than the alternatives.

You will increase the value of your business if you can clearly demonstrate that your business has a strong competitive advantage.

Questions that buyers may ask include:

  • What makes your business unique?
  • How profitable is your business in good and bad times?
  • What has been the annual increase in sales?
  • What are the levels of stock and investment required in the foreseeable future?

It’s likely that potential buyers will want to view at least three years of financial statements, including income statements and balance sheets. They’ll be buying into your business’s profitability, so you’ll need to identify any non-operating expenses like interest.

Develop an operating manual

Documenting everything you do in the form of an operating manual will help a buyer see how the business operates. This should contain all the working guidelines, policies and procedures that are used to effectively run your business on a day-to-day basis.

For example:

  • Details of how the work is carried out, such as invoicing or shipping
  • Which marketing tactics have worked best and how you’ve kept your best customers
  • What financial tools you use to monitor the business
  • The systems you’ve developed for efficiency
  • The most important customers and the relationship.

Record as much about your business as you can – it means you can hand over a manual showing how your business works and all the success factors and trading tactics you’ve used to make money.

An operating manual increases the value of your business as it helps the business become more of a ‘turn-key’ operation where things are all ready to go. Buy the business, turn the key, and watch it kick into life.

Fix anything that needs fixing

You’ll increase the value of your business by making sure all the little things are fixed before a new owner looks at things in-depth.

For example, you should look at:

  • Restructuring any debt and considering how this will look on your balance sheet. It could be useful to amend business loans to move them from short term to long term debt (or vice versa)
  • Update signage and marketing material. A good first impression when buyers come to view your business is crucial
  • Review internal processes such as ways you collect your cash faster. Improve them if you can. It could be something as simple as being able to collect mobile card payments on the spot.
  • Make sure that your administration systems are as automated as possible. For example, you should be using accounting software to track the business finances, rather than a spreadsheet.

Groom the business

Like selling a home, the better the business is presented for buyers’ first impressions, the better your chance to get the best price. When you’re preparing your business for sale, it’s important to:

  • Forecast your expected net profit over the coming year to demonstrate how healthy your business is. If you need to, take steps to improve your bottom line ahead of listing the business for sale
  • Improve your working capital position by selling under-used equipment and assets. Efficient stock management and tighter credit control will also improve working capital
  • Improve your rates of returning customers by improving the customer experience so they want to keep coming back
  • Tidy up your tax records which should all be either paid or accounted for
  • Review staff and inventory levels to see if there are any efficiencies in reducing these costs while maintaining sales levels and quality
  • Tighten debtors and show that your cash collection is under control
  • Have formal agreements with suppliers to make sure they will continue to supply the new owner
  • Consider implementing incentive schemes to encourage key employees to stay with the business
  • Tie up any loose ends. For example, if your lease or other operating agreements are due to expire soon, make sure they are renewed, or you can renew.

Summary

Getting the best price for your business means planning well in advance, even if the sale is years away. It’s also essential to spend time getting your business into top shape – even restructuring it, if necessary, to make it more attractive and the sale more tax-efficient. Lean on your advisors for advice to help you make a plan.

Potential buyers might feel locked into a direction they don’t want to take if you’ve invested in long-term projects. Cut back to short term spending to reduce the financial burden on whoever acquires your business. Be realistic when providing for bad debt, old stock and depreciation amounts.

Buyers prefer low risk with high reward when they consider investing in a small business. Ultimately, buyers will look for good cash flow and solid systems with the potential for further growth. They want to make money so get your financial position in excellent shape.

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