by LutzMBG | Jun 15, 2026 | business sale, business valuation, exit planning
A privately held business may be a client’s largest asset.Understanding its value can change the entire financial planning conversation. For many business owners, their company represents a significant portion of their net worth and future financial security. It may...
by LutzMBG | May 14, 2026 | business sale, exit planning
Most business sales don’t begin with a decision; they begin with a question. Often, the owner first raises that question in a conversation with a financial advisor, CPA, or wealth manager; not yet as a clear plan, but as a possibility. In this article, we cover the...
by LutzMBG | Oct 27, 2025 | business sale, exit planning
Exit Planning Isn’t Just for Those Ready to Sell. It’s a smart, strategic process every business owner should engage in — no matter where you are on your journey. When done early, exit planning becomes more than a plan to leave your business. It becomes a roadmap for...
by LutzMBG | Sep 29, 2025 | business sale
What Buyers Ask For, How Long it Takes, And How to Get Ready. You’ve found a buyer. You’ve signed a letter of intent. Champagne corks? Not yet. Before the deal closes, there’s one big hurdle left: due diligence. This is the part where the buyer says, Show me...
by LutzMBG | Sep 25, 2025 | business sale
How to Choose the Best Offer: A Business Broker’s Guide to Evaluating Buyers Receiving multiple offers when selling your business is both exciting and challenging. As a business owner, the highest price isn’t always the best path. Deal terms, structure, and the...