BT Valuation
The Start to Sale Program
A comprehensive, step-by-step process to prepare your business for a successful sale. From determining your exit strategy to closing the deal, we guide you through every critical phase.
Your Journey From Start to Sale
Why the Start to Sale Program?
Selling a business is complex. Of over 400,000 businesses for sale, only 20% successfully reach the finish line. The difference? Proper preparation and expert guidance.
Our program ensures you're not just ready to list your business—you're ready to command top value and close the deal with confidence.
What You Get: 8 Critical Steps
Step 1 - Determine the Type of Exit You Want
What We Do:
Consult with you 1-on-1 to determine your desires. This may change during the process.
Your Benefit:
You set the path on how much you want to be involved after the closing date. If the path changes, we are here to assist you in making the correct decision.
Simply Put: Do you want your last day to be the day the money hits the bank account, or are you interested in making sure the business and its legacy continue?
Step 2 - Valuation Assessment
What We Do:
Determine what is realistic. You will get so much "fake news" and slanted information.
Your Benefit:
Understand what a "ball-park" valuation is for your business.
Simply Put: Cut through the fog of fake news and false information to get to the truth.
Step 3 - Financial Assessment & Measurement
What We Do:
BTV will assess the presentation of your financial reports from a buyer's point of view.
Your Benefit:
Get an assessment from a buyer's viewpoint so you know what to improve upon and what to highlight for a buyer.
Simply Put: You can have a great company and have a poor financial presentation that gets you disqualified from further consideration.
Step 3 - Marketing Assessment & Improvement
What We Do:
Look at your process and determine how a buyer will benefit from the marketing and sales process you have already built.
Your Benefit:
Learn about ways to better position your company in the marketplace to improve sales prior to the transaction.
Simply Put: Buyers would rather improve upon a marketing process that is in place. It is easier to improve upon a process than create one or fix a faulty process.
Step 3 - Reporting & Measurement Improvements
What We Do:
Automate and systematize the operating and financial reporting within the company.
Your Benefit:
Reports that positively impact the operations and measurement of your business.
Simply Put: Get reports on key indicators that will make or break your company and the offering price.
Step 3 - Tax Planning
What We Do:
Discuss and assess your tax plan for the transaction.
Your Benefit:
Getting tax professionals with a deep understanding of transactions is CRUCIAL to your overall success. We know the right people for you.
Simply Put: The IRS is your "not so silent" partner in your transaction. Learn how to plan your "discussion" with them. Remember, the selling price is one thing...what you get to keep after paying taxes is one of the MOST important things.
Step 3 - Legal Assessment
What We Do:
Review of your company formation documents from a buyer's viewpoint.
Your Benefit:
Know how a buyer's legal team will view your company before the legal due diligence starts. We know the right legal professionals to introduce you to in the process.
Simply Put: Would a buyer consider the legal documents for your company in a positive way? Do you have the necessary documents in place to present in a positive manner?
Step 3 - Monthly Zoom Meetings
What We Do:
Crucial ideas and topics will be discussed each month by guests who specialize in these areas on a daily basis.
Your Benefit:
Have the chance to hear from the top professionals in the field and get your questions answered.
Simply Put: Learn about what others know and how you can benefit from knowing them better!
Choose Your Membership Level
Bronze
12-month minimum commitment
$
250
/mo
Silver
Custom commitment terms
$
CONTACT US
Gold
Custom commitment terms
$
CONTACT US
Ready to Start Your Journey?
Join the 20% who successfully sell their business with proper preparation and expert guidance.
Disclaimer: Legal, tax, and financial reporting advice will be provided by properly licensed and experienced professionals in their respective fields. BT Valuation, Inc. coordinates with these professionals but does not provide legal, tax, or accounting services directly.