By Don McClain, Founder & Principal of Medro Advisors and author of the forthcoming book FUNDED.
Alianza Partners addresses changes that occur while an owner prepares to sell a business. Don McClain recommends a dated monthly update covering current performance, material customer developments and operating responsibilities. Preserve original expectations, support proposed earnings adjustments and explain differences between reporting periods. Share sensitive information through the agreed diligence process. IRS guidance supports accurate recordkeeping, not this particular sale framework. Alianza Partners focuses on business sales, acquisitions and ownership transitions within Medro Advisors; no valuation or transaction is guaranteed.
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