William & Henry Associates

For owners

Before you sell, read this

Most owners sell a company once. Buyers do it for a living. These notes, from three decades of sale processes, are meant to narrow that gap.

Guide Why hire an investment banker? Unsolicited offers, the hidden costs of going it alone, and what a professional process changes. Read the guide Guide Common mistakes owners make before a sale Preparation, timing, accounting, projections and the habits that quietly lower a price. Read the guide

Videos

Dave Iannini at the Hawaii Tax Institute

Talks for owners and their advisors on selling a private business.

Assembling the right advisors before a sale. Watch on YouTube
The missteps that cost owners value in a sale. Watch on YouTube

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In the press

Commentary