Have you assembled your team of experts?
To successfully sell your business, you'll need more than just your regular accountant and lawyer. The buyer will have their team of experts; make sure you have yours too.

Business Broker
Your strategic advisor and conductor who efficiently coordinates all participants.
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CPA
Evaluates your business's financial health and increases your credibility with potential buyers.
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Business Lawyer
Protects your interests and ensures all your corporate documents are compliant.
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Tax Specialist
Optimizes the tax impact of the sale to maximize the net amount you'll keep after taxes.
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Wealth Manager
Strategically manages your assets to ensure your financial comfort post-transaction.
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M&A Lawyer
Expert in legal aspects of business transactions, securing your deal from start to finish.
Learn moreFrequently asked questions
- When should each professional be involved?
- From preparation onwards. CPA and broker start early; lawyer and tax specialist get involved before offers and during diligence.
- Who coordinates the team?
- The broker centralizes communication, synchronizes deliverables, and keeps the timeline on track while safeguarding confidentiality.
- Are shared materials protected?
- Yes. Qualified buyers sign NDAs; access to confidential information is strictly on a need‑to‑know basis.
- How do I pick the right advisors?
- Prioritize SME M&A experience, team availability, independence, and a clear fee engagement (written mandate, scope and timelines).
- How does your broker help keep advisory fees under control?
- By setting a clear scope and timeline, aligning all advisors, and using pre‑built templates and playbooks so no one starts from scratch—prioritizing requests to cut billed hours and rework.