Outside Third-Party Transactions

At Moreton Financial Solutions, we prepare both business owners and their company for sale, introduce the appropriate investment banker for the market, and help ensure proper personal and business planning is in place.

Coordinating the sale of a business is very complex and professional advice can help provide peace of mind and, perhaps, a better ultimate price.

Nationally, only 20% of businesses that are for sale are actually sold.* Moreton understands that the three primary reasons are:

  • First, the owners value expectations are unreasonable;
  • Second, the owner does not understand the complexity of the transaction;
  • Third, the business is not prepared to go to market.

We ask business owners to consider the following when they decide to sell their business to an outside party:

  • Personal income needed net of taxes
  • Ownership transfers to children or key employees
  • Personal income tax impacts
  • Professional investment money management
  • Successor management experience and competency
  • Terms desired: cash, stock, personal installment note

* 2005 Business Reference Guide by Tom West.

Moreton Advantage

  • » In-Depth Experience:
    MFS has experience with helping wide variety of business owners sell to an outside party.   
  • » Things to Consider
    Timing the exit of the business is critical if full market value is to be achieved.
  • » Important Services
    One of the most valuable services we provide is due diligence and selection of the appropriate investment banker to represent you.