Transition Planning Guide – 2nd Edition
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WHAT’S INSIDE<br />
The Journey of Life for a Business Owner<br />
2<br />
Begin with the End in Mind<br />
4<br />
What is an Exit Plan?<br />
6<br />
How to Build Recurring Revenue: A Key to a Valuable Business<br />
8<br />
Working Together as a Team<br />
10<br />
Valuation - Risks & Rewards<br />
14<br />
The Pavilion Sale Process<br />
16<br />
The Silent Auction Process<br />
18<br />
Risk & Rewards<br />
20<br />
How Does Pavilion Obtain Extra Value for Each Client?<br />
22<br />
It Takes a Team<br />
23<br />
Pavilion Factsheet<br />
24<br />
Our Values<br />
25<br />
IT TAKES A TEAM<br />
The process of preparing and selling a business is complex and requires a dedicated team<br />
of professionals. Deal success is dependent on having the right team working together to<br />
facilitate the sale process. The team players are different on each transaction:<br />
• Accountant<br />
• Valuation specialist<br />
• Merger & Acquisition lawyer<br />
• Merger & Acquisition specialist<br />
• Marketing team<br />
•Wealth management<br />
Designed and created by Firstbase Business Services (www.firstbase.ca)<br />
Copyright Firstbase 2016<br />
TRANSITION PLANNING GUIDE 1