Need Help to Buy or Sell a Business?
Whether it's been on your mind for a while, or you're just taking inventory of what your business is worth, Cavalry offers business owners an à la carte menu of services to help you transition in or out of business ownership.
We dedicate time, knowledge, and resources to help our clients get the best deal — bought or sold — on the terms that benefit them most.
Full Support, From First Meeting to Transition
Cavalry provides full-service support to small and medium-sized businesses. Working alongside a trusted advisor partner, we'll guide you — buyer or seller — through the entire process.
You'll be connected by video conference and email with one of our partner professionals, who will work with you on the valuation and feasibility of your sale. Our virtual planning network includes highly experienced professionals who can meet with you directly and support us in your planning.
Our Basic Process Overview
Introductory meeting with the seller
Determine if using a business broker is right for you
If necessary, evaluate whether the business is ready to be sold
Help you take steps that increase the business's valuation
Walk you through what to expect from the process
Address any questions or concerns along the way
There are many additional small but important steps not listed here.
Selling a business is just the beginning. Ask any owner who's been through it, and they'll tell you: have a plan for taxes, credit, and the day after the sale — not just for closing the deal.
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