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3 Part Series Selling Your Business

For business owners, selling the business is often the single most important financial transaction in their lifetime.  Since this is such an important event, we created a video series that will guide business owners through the selling process. Dave Wojeski, a partner at Greenbush Financial, has spent years in the merger acquisition space, focusing on business transaction between $5M and $100M in value.  Over the course of these 3 videos, Dave will share the following information about the sell side of these business transactions:


Video 1: Valuation & Prepping Your Business For Sale

  • Knowing when it’s the right time to sell your business
  • How to determine the value of your business
  • The returns that buyers typical expect from the acquisition of your business
  • Prepping your business for sale to command a higher valuation



Video 2:  The Process of Selling Your Business

  • The steps associated with selling your business
  • Professionals involved in the selling process
  • Letter of Intent (LOI), Due Diligence, and Purchase Agreement Terms
  • Special considerations when selling the business to your children



Video 3:  Pitfalls To Avoid When Selling Your Business

  • Common pitfalls to avoid when selling your business
  • Employment agreements post sale



Michael Ruger

About Michael………

Hi, I’m Michael Ruger. I’m the managing partner of Greenbush Financial Group and the creator of the nationally recognized Money Smart Board blog . I created the blog because there are a lot of events in life that require important financial decisions. The goal is to help our readers avoid big financial missteps, discover financial solutions that they were not aware of, and to optimize their financial future.

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Investment advisory services offered through Greenbush Financial Group, LLC. Greenbush Financial Group, LLC is a Registered Investment Advisor. Securities offered through American Portfolio Financial Services, Inc (APFS). Member FINRA/SIPC. Greenbush Financial Group, LLC is not affiliated with APFS. APFS is not affiliated with any other named business entity. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.