Selling a Business

Preparation is the key for achieving the top value from the sale of a business.

About This Product

Gold Silver
  • With thousands of “baby boomers” thinking about selling their businesses, it is a “buyer’s market”.
  • Accountants/business advisers can assist clients wishing to sell their businesses to achieve an acceptable sales price by early planning, determining what the business is worth, comparing this to the client’s expectation, thus identifying the “valuation gap” and then developing strategies with your client to bridge the “valuation gap”.
  • The ESS BIZTOOLS’ “Selling a Business Product” includes a range of tools to assist you to deliver an outstanding professional service.

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Product Content

The “Selling a Business Product” includes:

  • Quotation and Proposal template.
  • Marketing and promotional material to promote your interest in assisting clients to sell their businesses.
  • Articles on selling a business for your client.
  • Getting ready for sale.
  • Items to consider in planning a sale.
  • Staff retention bonus.
  • Planning the sale.
  • Due Diligence Checklist – especially if you are going to offer vendor finance.
  • What do you need from the buyer?
  • Confidentiality Agreement.
  • Selling Memorandum.
  • Taxation issues.
  • Potential impediments to valuation/sale.
  • Prepare Business Valuation Report.
  • Bridging Valuation Gap Action Plan.
  • Issues to consider to finalise a sales contract.

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What Is Included In Selling A Business Module?

There are numerous "Items to Consider When Planning The Sale of a Business".  Some people become very nervous when there is talk about a business being sold, so the approaches to ensuring key staff remain with the business, should be made very early on in the sales process.


  • Outcomes Of One-On-One Meetings
  • What Is Included In "Selling A Business Consultancy"?
  • Advising A Client On Selling Their Business
  • "Selling a Business Consultancy" Control Form
  • "Selling A Business" – State Of Play
  • "Selling A Business" – Getting Ready For Sale
  • Selling Shares In A Company
  • Due Diligence Review
  • Items To Consider When Planning The Sale Of A Business
  • Business Valuation
  • Strategies To Bridge The "Valuation Gap"
  • Preparing For A Due Diligence Review
  • Planning The Sale
  • Selling Memorandum
  • Template For Selling Memorandum
  • Taxation Issues
  • Confidentiality Agreement
  • What Does The Vendor Need From The Buyer?
  • Issues To Consider To Finalise The Sale Contract
  • Other Important Issues For A Vendor
  • Selling A Business - Reference Papers For A Business Owner To Read
  • Work Programme/Budget/Quotation Form
  • Work Programme Quotation
  • Work Programme Timetable
  • Proposal Document
  • Assignment Control Form

The key words associated with selling a business is “preparation” and “time”.

Our recommendation is that accountants/business advisers should be monitoring clients, especially those who are approaching potential retirement age, on an annual basis to determine what they want to do.

Thousands of “baby boomers” are potentially thinking about selling their businesses.  Preparation and time are very important if your client is going to achieve a value close to what they think their business is worth.

The key questions are:
  • What does the client think the business is worth?
  • What is the value that you put on the business?
  • What is the “valuation gap”?

You are then able to prepare a strategy document which outlines changes, improvements and different approaches to be implemented so that the business will, within a period of time, be worth as close as possible to the client’s original estimate, as long as it is realistic.

You will then be able to assist the client in preparing a Selling Memorandum for the sale of the business.

The ESS BIZTOOLS’ Selling a Business Product  includes a range of articles, forms and templates to assist you to methodically work through, with your client, to develop a strategy that suits your individual client’s requirements.

The package includes marketing material to assist you to inform your clients and prospects that your accountancy/business advisory business is able to assist them to achieve a realistic price for their business.

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