14.09.2016 Views

Transition Planning Guide – 2nd Edition

Create successful ePaper yourself

Turn your PDF publications into a flip-book with our unique Google optimized e-Paper software.

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

Hooray! Your file is uploaded and ready to be published.

Saved successfully!

Ooh no, something went wrong!