Succession Planning

Not Ready to Sell Yet? That Is a Good Time to Start Planning.

What Does a Strong Exit Strategy Actually Look Like?

All of our client relationships are managed personally by our Principal and Founder, Richard Zarzecki — starting with the business valuation process.

When you work with Business Planning Advisors Inc., you get personal guidance from Richard.

Florida's M&A Advisor and Business Broker

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Not Ready to Sell Yet? That Is a Good Time to Start Planning.

Many business owners plan their exit in advance. Others begin thinking about selling only when they have to — due to a health or personal issue, a partnership change, burnout or an unexpected offer. Starting early enables usiness owners plan their exit in advance. Others begin thinking about you to maximize value even more before the sale.

Even if your expected exit is a few years away, it’s wise to get an accurate picture of what your business is worth today and identify the areas that can be improved to boost value. Using this market valuation as a baseline, you make incremental improvements over time — so when the moment comes, you’re ready.

Business Planning Advisors can help you start putting the right pieces in place now, so you’re not trying to figure it out under pressure later. All of our client relationships are managed personally by our Principal and Founder, Richard Zarzecki — starting with the business valuation process. With more than two decades of expertise as a M&A advisor, licensed Florida business broker and an extensive financial background, Richard provides:

Complimentary, confidential business valuations
Real-world market insights based on actual comparable sales
Guidance on improving profitability and positioning for a future sale
Honest conversations about timing, expectations and goals

Whether you’re planning an exit or simply exploring your options, we help you make informed decisions.

Get a Free, Confidential Valuation

What Does a Strong Exit Strategy Actually Look Like?

A successful exit doesn’t happen by accident.

It’s planned — meticulously.

You need to start with the end in mind. Understanding what gaps exist between your current position and your future goals is step one of effective exit planning. To maximize your business value, you should look at your business the way a buyer would, and take the right steps to make it as attractive as possible.

Start with these basic questions.

What do buyers look at first?

Buyers scrutinize three to four years of your tax returns, balance sheets and profit and loss statements. Inconsistencies or unexplained fluctuations create doubt and reduce offers.

Can your business run effectively without you?

It is easier to sell a business with clearly defined operations that a new owner can step into. Having well-documented policies and procedures, and delegating responsibilities to your team build transferable value.

Do the numbers look promising?

Our Principal and Founder, Richard Zarzecki can help you identify financial adjustments that present your true earnings accurately to buyers.

Can a buyer quickly understand why your business works?

Every business has a unique story. The more clearly you can articulate your revenue streams, where the growth opportunities are and what makes your business defensible, the more confident buyers will be.

When should you sell?

Market conditions, interest rates and buyer trends all affect pricing. Planning ahead gives you the ability to choose the right moment to pull the trigger—and sell on an upswing.

When you work with Business Planning Advisors Inc., you get personal guidance from Richard. He understands how buyers think, what issues raise red flags for them and why they commonly walk away. He uses his expertise to help you prepare before your business goes to market.

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What Our Clients say

Working with Richard and other brokers is totally different. From start to finish, he helped me all the way with lots of patience and prompt communication. I will definitely refer Richard to anyone who wants to make a deal.

- Tara M

Richard is a top-notch experienced professional and brings years of experience and insight. He’s excellent to work with, and led me through all the twists and turns from the initial search through closing. I highly recommend!

- Chris Capute

Richard is a Pro. The best in the business.

- Jeff Judy

Thank you, for your assistance in the purchase of Omicron Corp. You were always available answering phone calls, e mails and document requirements immediately with a positive attitude showing an in depth knowledge of the business buying process. The busin.... Read More

- Fred Cohen President

Business Planning Advisor and Richard found and guided us to get the best deal on a company acquisition. We are also working with them to structure bigger business sales. 100% recommend. Very professional company. They have all the connections with the be.... Read More

- Leonardo Di Francesco

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