At Lisiten Associates, we specialize in selling businesses valued from $5 million to $100 million+.

Selling a business is a significant financial decision, and proper preparation can streamline the process and greatly increase the final sale value. That is why Lisiten Associates created the 2024 Business Sale Prep List, a comprehensive guide to help business owner’s navigate each step of the sale process.

Key components of Lisiten Associates Proprietary Owner’s Cash Flow Prep List include:

1. Steps to a Successful Sale:

• • • A clear roadmap from planning to closing, ensuring you’re taking the right actions to maximize your sale outcome.

2. Understanding Owner’s Discretionary Income, Add-Backs, and Cash Flow:

• • • Explains how to accurately calculate and present your financials for optimal valuation.

3. Selecting the Right Owner’s Cash Flow Form:

• • • Helps you choose the correct form to accurately reflect your business’s earnings.

4. Instructions for Completing the Owner’s Cash Flow Form:

• • • Step-by-step guidance to ensure accurate financial reporting and avoid errors.

5. Owner’s Discretionary Income Checklists:

• • • Tools to ensure all add-backs, adjustments, and key financials are clearly presented, with a focus on recent performance.

6. Business Sale Preparation Checklist:

• • • Covers all critical tasks before listing your business, from legal details to marketing.

With over 40 years of experience, we’ll help you craft a customized exit strategy, optimize your financials, and secure the highest valuation.