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:

The Accountant
An accountant ensures your financials are in order and provides
critical insights into the financial aspects of the deal. They likely will:

The Attorney
A business attorney experienced in mergers and acquisitions is
essential to protect your interests. Their responsibilities include:

The Financial Advisors / Wealth Managers
These advisors helps you plan for life after the sale. They will:

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:


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

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