Insights / Series
Series
Before the Offer
What business owners should settle before a sale.
By the time an offer arrives, many of the most important decisions are already made, or already missed. Before the Offer is Ryan Halleran's series for business owners on the work that comes first: clarifying what you actually want, understanding structure and tax, knowing how a process changes the way you run the company, and the questions to answer before you ever sit down with a banker.
Ryan Halleran, JD, CAP®Co-Founder · Advanced Planning
