An ownership transition is more than a purchase price. Start with a clear picture of the proposed deal, the business’s financial position and the questions your advisors need to address.
1. Define what you are preparing for
Write down the proposed ownership change, desired timing and the points that remain undecided. Identify who will advise on valuation, legal documentation and tax treatment. A target date is a planning input, not a reason to skip review.
2. Organize the financial evidence
Bring together current financial statements, recent business tax returns, a debt schedule and a summary of owner compensation and distributions. Note any unreconciled balances or unusual items that need explanation.
3. Map the cash-flow questions
Prepare assumptions for how the business would operate after the departing partner leaves. Include possible changes in responsibilities, compensation and operating costs, alongside the proposed funding payments. Separate known figures from estimates.
4. Coordinate before committing
Use the preparation work to build an agenda for your lender, tax advisor and attorney. Questions about transaction structure, valuation, ownership agreements and tax consequences need the appropriate professional review.
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Educational preparation overview only; not legal, tax or valuation advice. Marketbox Capital 360™ is not a lender and does not guarantee financing approval, rates or terms.