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How should I prepare myself
and my business for this opportunity?

What Will You Do When Your Breakthrough Moment Hits?

Has the time come to seriously consider selling your highly appreciated company?

Do you have the right team of advisors to develop and implement a plan to proactively maximize the value, mitigate or eliminate weaknesses (that could be costly and/or blow up a deal) and confidentially review new possibilities for business optimization?

There are many questions to ponder. Is it time to review how such a potential transaction would impact your personal finances, lifestyle and balance sheet? What net amount do you need to get for the business in order to reach your financial goals and achieve your desired standard of living – with plenty of room to spare? Do you want to continue as an entrepreneur or convert your wealth creation and management activities namely to be a high or ultra-high net worth investor? Do you have a comprehensive financial plan and expert support team that will give you direction and clarity pre and post-sale?

Our role spans all three stages around a life-changing business exit: before, during and post-sale. For each stage, it is all about planning, preparing and posturing for an optimal outcome from a balance-sheet, cash-flow and investment perspective. Have you given thought to how lever off of your good fortune and convert it into a great fortune? Have you considered how the payout stream – whether from current earnings or an exit transaction (or both) will affect your financial picture into the future?

Scenario modeling and strength-and-weakness analysis, guides all the planning, preparing and optimizing to maximize the outcome. It is best to think in terms of three buckets: safety, market, and aspirational. The safety and market assets need to be able to maintain the desired standard of living. The aspirational assets are a “war chest” for leveraged or unleveraged real estate properties or a new business venture or other more speculative investments that can multiply results (but can also go to zero – so purposefully limited to an affordable portion of your net worth). Having the system, structure and support in place to determine a clear path is an essential step to ensure you optimize your position now and in the future.

Here’s some videos, from one of our last sponsored events, on optimal ways to prepare for a lucrative business exit. When you are ready, call us at 303-721-7000 to begin the conversation. All conversations are held strictly confidential.

Selling Your Business:
The First Steps
– Joseph Janiczek

Selling Your Business:
The First Steps
- JoAnn Baginski

Selling Your Business:
Where is the Market Today?
- Lisa D’Ambrosia

Selling Your Business:
Where is the Market Today?
– Bob Forbes

Selling Your Business:
Common Mistakes
– Joseph Janiczek

Selling Your Business:
Your Role in the Transaction
- Joseph Janiczek

Selling Your Business:
Your Role in the Transaction
– Joseph Janiczek

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7001 E. Belleview Avenue
Suite 600
Denver, CO 80237
+1 (303) 721-7000
info@janiczek.com

Contact Us

Who We Are

  • Our Story
  • Our Purpose & Values
  • Awards & Accolades
  • Our Team Leaders
  • In the Community

What We Offer

  • Portfolio Management
  • Wealth Management
  • Retirement Planning
  • Specialty Tracks

Why Choose Us?

  • Breakthrough Moments
  • How We Differ
  • Three Unique Advantages

Useful Resources

  • Blog
  • Investment Commentary
  • Chart of the Month
  • White Papers
  • ADV/CRS Forms
  • Informative Guides

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Let's Talk
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