How to Prepare Your Financials for the Sale Process

The Success of Any Deal Comes Down to the Details

If selling your business is a part of your exit strategy, now is the time to carefully review the most crucial areas of your financials and make sure your records are organized. Potential buyers will assess the value of your business based on reported earnings rather than on your forecasts of what the business "should earn" under the management of a new owner.

Join Armanino advisory experts as we uncover important elements for business owners and entrepreneurs to know before they start looking to sell.

Learning Objectives:

• Assess the state of your current financial records to begin the cleanup process
• Describe the difference between an audit and quality of earning (QOE) report, and which you need
• Identify specific financial considerations if looking to sell or be acquired by a private equity (PE) firm

Speakers

• Jeff Owens, Partner, Armanino
• Wendy Beck, Managing Director, Armanino
• Chad Zoretic, Partner, Armanino