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Selling Your Business: A Roadmap

Selling your business is a major milestone. Gain practical insights on valuation, tax strategies, risk management, and succession planning—everything you need to make informed decisions and maximize value at every stage of the sale process.

Find the best fit for your company

Put Yourself in Control of the Business Sale Process

With the right preparation and exit planning, selling your business can be a smooth, well-structured process. A clear exit plan helps you stay in control, make informed decisions, and reduce the stress that often comes with exiting the business you’ve built. While the decision is ultimately yours, the right plan gives you the clarity and confidence to move forward.

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Preparing for Sale Key Elements of an Effective Exit

Just like you wouldn’t wait until the last minute to fill your sales pipeline, you shouldn’t wait to plan your business exit. A strong exit plan brings together your financial, legal, and operational priorities—so you’re not just reacting, but actively shaping the outcome. The sooner you plan, the more control you have over the process, your valuation, and your future.

Maximize value drivers

Highlighting and improving key elements of your business can significantly increase its value. This proactive approach not only enhances your company’s appeal to potential buyers but also leads to improved sale proceeds.

Minimize tax exposure

A proper legal and financial structure is critical for minimizing income taxes during a sale. By planning ahead, you can take advantage of tax-efficient strategies that protect your hard-earned wealth.

Manage transition risk

A buyer wants to know your business can run smoothly without you. That means clean documentation, strong processes, and a solid management team. These steps reduce deal risk and increase buyer confidence.

Know What Your Business is Worth

We recommend starting with a market pricing analysis at least two years before your ideal exit date. Understanding your value early provides you with the knowledge to take actions that will increase your value tomorrow.

Your Smythe advisors take the time to understand your operations, financials, and goals. We assess both tangible assets and goodwill, helping you understand the full picture of what drives your business’s value. From there, we will help you develop a comprehensive succession planning and tax strategy to ensure your business is transition-ready

The Transaction Roadmap

Selling your business is a major milestone and having a clear roadmap can make all the difference. Our proven M&A process ensures you maximize value while navigating each step with confidence:

Initial Business Valuation – Understand your company’s fair market value with a comprehensive valuation, giving you a solid foundation for negotiations.

Strategic Preparation – Optimize financials, operations, and key value drivers to attract serious buyers and enhance deal value.

Finding the Right Buyer – Leverage our expertise and network of strategic and financial buyers to connect with the best match for your business.

Closing the Deal – From due diligence to final negotiations, we guide you through every detail to ensure a smooth and successful transaction.

1

Initial Valuation

Assessing the business’ worth

2

Strategic Preparation

Planning for the sale

3

Finding the Right Buyer

Identifying potential buyers

4

Closing the Deal

Finalizing the sale

Why Sell With Smythe

Selling a business is likely the biggest transaction of your life. We understand the importance of getting it right.

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Our team of seasoned transaction advisors brings decades of combined experience in facilitating successful business sales. With a deep understanding of market dynamics and a proven track record of maximizing value for our clients, we guide you through every step of the complex selling process.

Our team includes professionally designated business valuators, accountants, and tax specialists who bring a comprehensive understanding of the business sale process. With expertise in financial analysis, valuations, tax planning and negotiations, we ensure that every aspect of your business sale is handled with precision and care.

We create a tailored strategy that aligns with your unique business objectives and personal goals. Our experienced advisors work closely with you to craft a customized roadmap for the sale process, identifying key milestones and timelines to ensure a successful transaction.

Selling a business is a complex journey that often presents unexpected hurdles. Our experience allows us to anticipate valuation disputes, due diligence issues, and negotiation roadblocks before they arise. By staying one step ahead, we ensure that you’re well-prepared to handle any challenges, maintain momentum towards a successful transaction and protect your interests throughout the journey.

Clients We’ve
Worked With

Meet the Team

The Smythe transaction team has successfully guided businesses with enterprise values ranging from $3 million to $750 million through the sale process. We handle the details so you can keep running your business. We are recognized by clients, lawyers, bankers and the investment community for delivering results with professionalism and care.

Alex Wong

Partner

Advisory Services

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Gagan Ahluwalia

Partner

Advisory Services

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Arthur Klein

Mergers & Acquisitions Advisor

Advisory Services

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Maggie Puhacz

Partner

Canadian Tax

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Fill out this form to schedule your free 60-minute consultation and discover how our expert guidance helps you sell your business efficiently, maximize value, and ensure a smooth transition.

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