5 Areas to Consider Before Selling Your Business episode artwork

EPISODE · Sep 4, 2025 · 13 MIN

5 Areas to Consider Before Selling Your Business

from The Family Office Insider · host Jason Nagel

In this episode, Jason Nagel sits down with Darren Brisebois of Cerro Verde Advisory Group to explore the five critical areas every business owner should prepare for when planning an exit. From optimizing corporate and capital structures to building strong management teams, Darren breaks down the essentials that drive a successful transition.You’ll learn why proper corporate structuring can save significant tax dollars, how to clean up intercompany loans and debt before a sale, and why organizational structure is key to maximizing valuation. Jason and Darren also unpack the due diligence process - what buyers will be looking for - and how to effectively present the future growth story of your business to attract the best possible offer.Whether you’re five years or ten years away from selling, this conversation will help you understand the importance of preparing early so you can protect your wealth, avoid costly mistakes, and position your business for a smooth, profitable transition.

NOW PLAYING

5 Areas to Consider Before Selling Your Business

0:00 13:45

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Family Office Insider?

This episode is 13 minutes long.

When was this The Family Office Insider episode published?

This episode was published on September 4, 2025.

What is this episode about?

In this episode, Jason Nagel sits down with Darren Brisebois of Cerro Verde Advisory Group to explore the five critical areas every business owner should prepare for when planning an exit. From optimizing corporate and capital structures to building...

Can I download this The Family Office Insider episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!