What should I do first if I’m thinking about selling my business?

The first step is usually not placing the business on the market—it’s gaining a clear understanding of your goals. Consider why you’re thinking about selling, your desired timeline, your financial objectives, and what you hope life looks like after the sale.

Once those conversations begin, it’s often helpful to review your business, organize important records, and explore current market conditions before developing a confidential strategy.

Taking time to prepare before going to market often provides greater flexibility and positions you to make informed decisions throughout the process.