What You'll Learn

  • Understanding the Sale Process: Explore the key steps involved in selling or transitioning your construction business.

  • Identifying Potential Buyers: Understand the differences between selling to family, employees, competitors, strategic buyers, or outside investors.

  • Determining Business Value: Learn how buyers evaluate businesses and what factors can influence valuation and purchase price.

  • Building Your Advisory Team: Identify the financial, legal, and business professionals who can guide you through a successful transition.

  • Exploring Sale Structures: Understand options including stock sales, asset sales, employee ownership, seller financing, and earn-outs.

  • Navigating Financial Considerations: Examine how taxes, payment terms, negotiations, and post-closing obligations can impact your financial outcome.

Are You Financially Prepared to Sell or Transition Your Business?

Do you know what your construction business is worth, who might be interested in buying it, and how the structure of a sale could impact what you ultimately receive?

Understanding these factors before entering a transaction can help you make informed decisions, protect your financial interests, and prepare for a successful transition.

Instructor

Certified EOS Implementer® John Schwab

John works with the leadership teams of construction contractors to instill tools and disciplines for how to run their business better through clarifying their vision, improving their execution, and assisting them in becoming a more functional and cohesive team. John is Wipfli CPA's former national construction practice leader. John worked as part of the acquisitions team in completing over 60 acquisitions and has personally helped over 25 clients sell or transition their business.

Session 3

  1. Session 3 | Financial

  • $49.00
  • 1 lesson
  • 60 minutes