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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

The Six Pros This Adviser Says You Need to Sell Your Business

Six businesspeople run side by side up a flight of steps outside a skyscraper.

If you’ve been in business for a while, you know your competitors. It’s easy to think that your longtime rival in the next town over will gladly gobble you up as you sail into retirement. Simple, clean, lucrative. Unfortunately, things don’t often play out that way.

To sell a business, you must make sure that your books are clean. I’ve seen deals fall through in due diligence because of a few missing numbers. To sell and to stay retired you need a financial planner to help you create a plan to ensure that you realize enough from the sale.

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