Selling a business is a significant liquidity event that requires complex planning in various areas, such as business valuation, attracting the right buyers, tax planning, and post-sale wealth management.

Moreover, given the current market conditions, long-time business owners might wonder: Is the timing right to sell a business?

In this episode, Kevin Kaylakie speaks with Jack Selman, partner at Selman Munson & Lerner P.C., about pre-liquidity planning in the current M&A landscape and how entrepreneurs can optimize their exit strategy.

Kevin and Jack discuss:

• ”01:38” The “Great Wealth Transfer” and the rise of private equity
• ”06:12” Biggest reasons why family businesses are motivated to sell
• ”07:16” How to value a business (and different types of buyers to consider)
• ”19:56” Two action steps that Jack suggests based on his past M&A transactions
• And more

Resources:

• “Who Will Inherit the Family Business? Often, It’s Private Equity” by Wall Street Journal

Connect With Jack Selman:

• Selman Munson & Lerner P.C.
• LinkedIn: Jack Selman

Connect With SineCera Capital:

• Email: Kevin Kaylakie
• Email: Connee Sullivan
• Email: Adam Packer
• Contact SineCera Capital
• (512) 980-4600
• SineCera Capital
• LinkedIn: Kevin Kaylakie
• LinkedIn: Connee Sullivan
• LinkedIn: Adam Packer