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EPISODE · Dec 21, 2024 · 46 MIN

For Experienced Sellers: A Guide to a Smooth Transition When Selling Your Business

from M&A Talk: #1 Podcast on Selling a Business · host Morgan & Westfield

What's your role in the transition process when selling your business? Expert Joan Helmer discusses the transition period from the seller's perspective – how to prepare, expectations, what can go wrong, and its phases, from the LOI to the closing. He emphasizes that the pre-closing phase involves aligning strategic elements, departmental roles, and operational gaps, while the post-closing phase focuses on integrating systems and roles, often requiring a 100-day plan. He also highlights the importance of alignment on expectations, having a clear plan, and the seller's role in due diligence. View the complete show notes for this episode. Want To Learn More?  The M&A Training & Transition Period M&A Negotiating Tactic #1 – Honesty Additional Resources: Selling your business? Schedule a free consultation today. Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions please email them to [email protected].

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For Experienced Sellers: A Guide to a Smooth Transition When Selling Your Business

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