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Getting Ready

The sale process begins at least 6-12 months before going to market. There's value in conducting an early business diagnosis to identify issues that could create barriers to exit. With experience developed over many business cycles, Shelburne Associates is expert at working with company owners to navigate the complex issues that may hinder a smooth sale:

  • Planning Leadership Transitions

  • Resolving Operating Challenges

  • Solving Product and Channel Issues

  • Managing Relationships with Banks and Other Stakeholders

  • Upgrading and Packaging Financial Data

  • Presenting the Best Company Story 

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