Bringing the Right People to the Party

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dorkIt surprises people how many different professionals need to be at the table as we help you buy or sell a business. Besides your broker to facilitate the process, see the list below to start getting a sense of what we are talking about:

  • Attorney with acquisition experience (Buyer and Seller)
  • Tax Attorney (Seller)
  • Accountant to help with due diligence (Buyer)
  • Banker for acquisition loan and working capital (Buyer)
  • Financial Planner to minimize tax consequences and access personal funds (Buyer and Seller)

At the end of the day, the buyer and seller want to have a successful deal. It is important to bring professionals that have the right experience to the table who understand the goals of the buyer and seller. This will allow the process to move forward efficiently instead of allowing roadblocks to kill a deal.

We have been doing business in Kansas City for a long time and know the typical players that are coming to the table for these deals. If you don’t have a relationship with one of the professions listed, we can refer you to two or three of our trusted resources that you can interview and choose who to work with.