Navigating the Choppy Waters of a Sale to a Third Party

<p>Navigating the Choppy Waters of a Sale to a Third Party</p>

So what if you’ve never sold a business before? Who better to lead the sale process than the guy who knows far more about the business than anyone else? Who better to steer the ship than the woman who knows exactly what she wants from the sale of a business?

Before you answer, pause for a moment to consider the possibility that you might just be the worst possible person to sell your company.

Why? As the person most emotionally attached to your business, you will likely find it difficult (if not impossible) to negotiate with a prospective buyer in a detached, unemotional and effective manner.

Most buyers are experienced and skilled in buying companies like yours. They understand that all deals travel shark-infested waters because they are the sharks!

At some point all sales negotiations become intense. Experienced transaction professionals anticipate and manage the inevitable lulls and storms that few owners have the stomach to endure.

But let’s assume (as you do) that you will have no problem navigating the rough waters of the typical sale process. Can you do so while simultaneously doing everything necessary to keep your business running at full steam? Rare indeed are the owners who can keep their companies running at peak performance while negotiating the intricacies of a sale. A common deal killer is lower than normal financial performance during the deal process. The schedules of many owners are full just from running their company. Running a sales process (whether you have one, two or 10 buyers) is a full-time job as well.

If there was ever a time to stay focused on your company, the period during which you negotiate the sale of your business (often six months or more) is it. Any drop in company productivity, sales or income is like blood in the water and will be subject to the buyer’s scrutiny and has the potential to scuttle even the best deal.

If you need another reason to decline the lead role in sale negotiations, keep in mind that once the deal closes, you are the only member of the cast who may have to work with the buyer as an employee. The more crucial you are to the success of your company, the more likely it is that a buyer will require your continued services after the sale. For that reason, many sellers understand that it may be in their long-term best interest to assume a less visible (and thus less adversarial) role during the sale process.

Consider that if you allow your advisory team to take the lead in the negotiations, you are better positioned to remain detached from, yet in control of, the process. For example, if your lead advisor reaches an impasse with the buyer’s representatives, you can insert yourself, at the appropriate time, to break a deadlock. This is precious capital that you cannot afford to squander by being in the thick of the fray day in and day out. 

As transaction intermediaries (business brokers and investment bankers) are quick to point out, the right transaction intermediary should bring value to the sale process. They argue that you should receive more money on better terms when they organize and conduct negotiations.

You may find the assistance of a great transaction intermediary to be valuable in: 

  • Assessing the marketability of your company.

  • Accurately pricing and valuing your company.

  • Locating qualified buyers.

  • Conducting a competitive auction.

  • Negotiating and closing the deal.


For all of these reasons, put your energy into selecting the best possible team: an Advisor Team (including a transaction intermediary) that has navigated these waters many times.

You may depend on your team to navigate your voyage to a safe harbor, but you remain the captain of the ship. If you have questions on how to locate the best possible team, we can help.

Offering the best advice to business owners is rarely generic. Almost every situation will require some specialized area or areas of expertise. For more information, please contact your Relationship Manager.

The Key Wealth Institute is comprised of a collection of financial professionals representing Key entities including Key Private Bank, KeyBank Institutional Advisors, and Key Investment Services.

Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.

This material is presented for informational purposes only and should not be construed as individual tax or financial advice.

Bank and trust products are provided by KeyBank National Association (KeyBank), Member FDIC and Equal Housing Lender. Key Private Bank and KeyBank Institutional Advisors are part of KeyBank. Investment products, brokerage and investment advisory services are offered through Key Investment Services LLC (KIS), member FINRA/SIPC and SEC-registered investment advisor. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank.

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