SELLING YOUR BUSINESS

You’ve spent years, or even decades building your founder or family-owned business. Perhaps you’re ready to start planning a transition for your retirement or recapitalizing to take some of your chips off the table; and maybe other life events have you feeling burnt-out or otherwise in need of stepping away.

National studies show that only 20-30% of business owners successfully sell their business, and few have any plans in place for transitioning their business to an internal or external successor when the time comes.

EXIT PLANNING ADVISORS

If you have received an unsolicited offer, or are considering your exit options, we can provide the knowledge you need to reach your goals. Schedule a confidential conversation with one of our advisors to discuss your current situation and next steps.

SCHEDULE A CONVERSATION

EXIT PLANNING SURVEY

Assurance360™

You’ve spent years or even decades growing your business.

When the time comes to divest from your business, our proven Assurance360™ process makes sure it’s done on your terms.

ASSURANCE360™ PROCESS

WHAT A TYPICAL CORNERSTONE CLIENT LOOKS LIKE

IN OUR MOST SUCCESSFUL TRANSACTIONS, MOST OF THE FOLLOWING HOLD TRUE

Are individual or family owned businesses
Are typically “first time sellers” about to embark on the largest financial transaction of their life
Run a successful business with $5-$150M in annual revenue
Want to sell the majority to 100% of the company
Want to see the business succeed beyond the transaction
Understand the value of working with specialists and are willing to invest in a process that will lead to the best results and the most options
Want the peace of mind knowing they didn’t leave any money on the table

WHY SELL A BUSINESS WITH CORNERSTONE?

TEAM APPROACH: Your deal will be staffed by a full team at Cornerstone consisting of several specialists for each stage of the process. In addition, as a founding partner in the Cornerstone International Alliance, we can leverage the depth, breadth, and expertise of the entire alliance.

ASSURANCE 360™: Our proven concierge-like process yields higher than average closing ratios. This holistic approach goes beyond maximizing value to include tax mitigation, emotional readiness, and other value points specific to you.

HONEST CONVERSATIONS: We tell you what you need to hear (not just what you want to hear), so you can make a well-informed decision. Plus, to ensure we do what we say we’re going to do, we only take on a limited clientele per advisor and provide a robust support team committed to deal success.

These three “Cornerstones” result in our closing ratio being significantly higher than the national average. In most cases we achieve multiple offers per client – driving value and giving you options to choose the best successor for you and your business.

READY TO GET STARTED?

Select a date and time for your 30-minute exit planning conversation with an advisor. To get the most out of your appointment, please consider filling out our exit planning survey to give your advisor a head-start on the conversation, even if you’re not able to complete it 100% yet.