Value your business
10 ways to maximize the value of your business
Recasting Financial Statements when selling a business
Keep or sell test
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Keep or sell test

Knowing when to act and when not to act is a key component in all important decisions. Likewise, knowing when to keep your business and when to sell it can make a significant difference in the success of your exit and your future financial security. Take the following test and review your answers with your Aldes Business Broker to ensure that your timing is perfect!

Yes No
Have you had your company valued by an independent, knowledgable party?
Have you and your financial advisor determined how much money you would need to invest to support your current life style if you retired?
Are you able to take a vacation and not call the office for a week or more at a time?
Do you have a specific plan regarding what you would like to do after you sold your business? (playing more golf doesn’t count)
Do your top 5 customers account for more than 30% of your revenues?
Have you identified which exit option is the most appropriate for you?
Do you know how much you would net from the sale of your business? (after taxes and transaction fees)
Do you have job descriptions for each of your key employees?
Have you documented your office, service, manufacturing, and marketing processes?
Have you set a date for when you would like to retire?

What has been the trend for your revenues and profits over the last five years?


How is your health?

Typical Aches and Pains

Some Major Issues
How is your energy level?
Still passionate

Feel like a caretaker

Burned out
What is the outlook for your industry?



What is the primary source of new business for your company? (please select only one)
Your efforts and relationships

Referrals and word of mouth

Advertising and/or direct mail

Your marketing and sales team

eCommerce activities