I am considering a sale

Thinking about selling? See what to work on first.

Your timing, desired role, financial profile, and readiness gaps should shape the plan. Complete five short steps to get a practical starting path.

Decision 01

Choose the range that best reflects your current thinking. You are not committing to a process.

Educational guidance only. No obligation to sell.

A useful sale plan

Align three decisions before choosing a process.

Establish normalized earnings, understand the relevant valuation basis, and identify the operating factors that may influence buyer interest.

Decide whether the company, your personal plans, and the market support acting now or using more time to improve readiness.

Define whether you want a full exit, a short transition, an operating role, or retained ownership before evaluating buyer fit.

Learn what a private equity process can involve, from early conversations through diligence and closing.