Prepare for a Successful Transition or Sale

The Business Transition Readiness: Seller Program helps advisors answer the main questions about selling your practice. 

Are you ready
to sell?

What's my
timeline?

How do I maximize the value?

What should I do before I go-to-market?

If you have questions like those, this 3 month learning experience is right for you!

Build Clarity, Confidence, and Readiness Before You Go to Market

This interactive learning experience helps advisors move from uncertainty to clarity by providing a structured framework for evaluating readiness, improving firm value, and preparing for a successful transition.

Participants will:

  • Assess current business readiness using structured frameworks and tools
  • Understand key valuation drivers and how to improve them
  • Prepare financials and build a seller profile
  • Evaluate internal vs. external succession options
  • Develop a clear selling strategy aligned to personal and business goals

This program ensures advisors are prepared before entering the market—not reacting during it.

Business Transition Readiness: Seller Program: Is This You?

You may be a fit for this program if:

  • You are considering selling your practice within the next 5 years
  • You want to understand how your business valuation would be determined in anticipation of future selling options and how to increase its value
  • You are unsure whether to pursue an internal succession or external sale
  • You want to prepare your financials, operations, and client base for a future transition
  • You are looking for a structured, low-pressure way to explore your options

 

If you’re asking, “Am I actually ready to sell and what should I do before I sell?”, this program is your starting point.

What You’ll Experience

01

On-Demand Learning & Pre-Work

  • The case for Planning Ahead 
  • Completing Your Business Assessment Tool (BAT) and Taking Action
  • Operational and Affiliation Models 
  • Valuation fundamentals and key value drivers
  • Financial preparation and P&L readiness
  • Strategic Partners in M&A
  • Financing, Legal, Tax Considerations 

02

Live Webinars & Group Sessions

  • Deal Structures for Success
  • Client Communications 
  • Staff Structure
  • Seller readiness vs. emotional readiness
  • Monetization options (full sale, partial sale, internal transition)
  • Buyer types and selecting the right partner

03

Assignments & Implementation

  • Finalize Business Assessment Tool 
  • Preparing Financials and Your P&L
  • Draft and refine your seller profile
  • Identify valuation improvement opportunities
  • Prepare due diligence materials

04

Office Hours & Coaching

  • Focus on executing for your business
  • Structuring sale timelines
  • Increasing valuation prior to sale

Why Join the Business Transition Readiness: Seller Program?

Participants leave with:

  • A clear understanding of how current market value is determined
  • A prioritized roadmap to increase business value
  • A completed seller profile and due diligence preparation
  • Clarity on internal vs. external sale options
  • Confidence in timing and next steps.

Program Details

Program Structure

3-month virtual readiness program Each month consists of:

  • Week 1
    On-demand learning
  • Week 2
    Live webinar and peer discussions
  • Week 3
    Time for implementation and practical application
  • Week 4
    Office hours with M&A and consulting experts

Outcome

Clarity on how to drive maximum value and to leave on your terms, your timeline

Expert guidance from industry experts on succession, buy/sell and valuation

Comfort knowing everything you should do before, during and after the sale

Defined seller readiness level

Documented plan to move toward transaction readiness

Optional referral to advanced programs or transaction support