Navigate your path to Change

Plotting a course to success is a dynamic journey that requires vision, resilience, and adaptability. Let us help you set clear, attainable goals that align with your core values and long-term aspirations, and together we will forge a road to the future you deserve.

Key Business Indicators

  • Products and Services
  • Industry trends and opportunities
  • Marketing and sales
  • Organization and staffing
  • FF&E
  • Financial analysis
  • Regulatory and legal compliance
  • Real property
  • Business and tax structure
  • Inventory
  • Other

Key Personal
Indicators

  • Financial resources
  • Family dynamics
  • One or more of the 5 D’s
  • Change in lifestyle

Sell your business

Selling your business is a significant milestone that requires careful planning and strategic decision-making. The process begins with an honest assessment of your business’s value, considering factors like revenue, market position, and growth potential. In conjunction with other professional advisors, a partnership with Skylight Intermediaries will help you navigate the complexities of valuation, negotiation, and legal requirements. It’s essential to position your business attractively by highlighting its strengths and growth opportunities to potential buyers. Ultimately, selling your business can be a rewarding opportunity to capitalize on your hard work and embark on new ventures with confidence.

Purchase a business

Buying a business is an exciting venture that opens the door to new opportunities and growth. Skylight Intermediaries will begin the process with thorough research to identify qualified businesses that align with your skills, interests, and financial capabilities. In conjunction with your other professionals, we will assist you in conducting due diligence, which is crucial to understanding the business’s financial health, market position, and potential risks. Finally, we will negotiate a favorable price and terms. Ultimately, buying a business is not just about acquiring assets but also about embracing a vision for future success and innovation.

Helping you prepare your business for sale

Since an optimized business sells the best, preparing your company for sale involves careful planning to ensure you maximize its value and attract the right buyers. An outsider’s viewpoint can often see what you have missed. Using our comprehensive proprietary assessment process that addresses the Key Business Indicators (at left), we assemble a team of experts to make a plan of action. For example, tax planning or a new marketing strategy could turn a good transaction into a great one.

Helping you prepare for the sale of your business

As a Certified Exit Planning Advisor, Mark understands that preparing yourself personally to sell your business is as important as readying the business itself. This major transition begins with reflecting on your emotional attachment to the enterprise you’ve built and acknowledging the complex feelings that might arise. Ensure you have a clear vision for your next steps—whether that involves retirement, starting a new venture, or focusing on personal pursuits. Financial planning is crucial; consulting with a financial advisor can help you manage the proceeds of the sale and secure your future. It’s also important to communicate with your family and close associates to prepare them for the change. By aligning your personal and professional goals, you can approach the sale with confidence, clarity, and a sense of fulfillment.