The Deal Team!
By ERIKA BAEZ-GRIMES
Business Broker | Certified M&A Advisor |
Commercial Real-Estate

Considering selling your business?
Selling is a complex process that requires a coordinated effort from
various professionals. Assembling the right deal team is critical
to ensure a smooth and successful transaction. Here’s a guide
highlighting who should be part of your deal team and what roles
they play in the sale of your business.
Here are my BIG Five!!!

A Business Broker or M&A Advisor
A business broker or mergers and acquisitions (M&A) advisor is
your primary guide throughout the sale process. We help with
critical components of the sale, such as:
- Determine the value of your business
- Market your business discreetly.
- Identify and vet potential buyers
- Negotiate favorable terms
Our expertise and network can significantly streamline the sale and
maximize your returns.

The Accountant
An accountant ensures your financials are in order and provides
critical insights into the financial aspects of the deal. They likely will:
- Prepare and organize financial statements
- Advise on tax implications of the sale
- Help structure the deal to minimize tax liabilities
- Ensure compliance with accounting standards
A knowledgeable accountant can save you money and prevent
costly mistkes.
The Attorney
A business attorney experienced in mergers and acquisitions is
essential to protect your interests. Their responsibilities include:

- Drafting and reviewing legal documents
- Ensuring compliance with federal, state, and local laws
- Advising on liabilities and risk mitigation
- Negotiating contractual terms
Their legal expertise safeguards you from potential disputes and
ensures the deal proceeds smoothly.
The Financial Advisors / Wealth Managers
These advisors helps you plan for life after the sale. They will:

- Analyze how the sale proceeds align with your financial goals.
- Develop strategies for reinvestment, retirement, or new ventures
- Advise on wealth management and tax-efficient investment
options - Highlight unique selling points of your business
- Advise on market-specific opportunities and risks
- Offer insights into industry trends impacting valuation
Their guidance ensures you make the most of your hard-earned capital.
A Valuation Expert
While brokers often provide valuation services, a dedicated valuation
expert or appraiser offers an impartial assessment of your business’s
worth. They analyze:
- Financial performance
- Market trends and conditions
- Intangible assets (e.g., intellectual property, brand equity)
A certified valuation at times is required depending on the size of
your company and intellectual property. A certified ensures you set
a realistic asking price and negotiate effectively. - Create a tailored financial plan
- Suggest diversification strategies
- Address estate planning and legacy goals
Selling is a monumental decision, and having the right deal
team can make all the difference. By surrounding yourself with
experienced professionals who understand the nuances of business
transactions, you’ll be better positioned to navigate challenges,
secure favorable terms, and achieve your financial goals. Take the
time to build your deal team carefully and invest in their expertise to
ensure a successful sale.
If you’d like to discuss or begin creating your deal team, please go
to: www.NovaBusinessInquiry.com