Creating a Saleable Business – Jim Haefele

Behind The Numbers

Mar 21 2024 • 29 mins

Today’s guest says that many sellers are surprised by how grueling the sale of their company can be,  He’s here today to offer advice on how to navigate the process and come out on top.

Dave Bookbinder goes Behind The Numbers with Jim Haefele, Partner and Visionary at Haefele Flanagan.

Jim has provided a variety of services to clients including tax consulting and compliance, general advisory, strategic business planning and budgeting, due diligence, business valuation and succession planning. He is regularly involved in negotiating loans and exploring financing alternatives for his clients with various financial institutions. Jim has extensive experience with the acquisitions and dispositions of business operations for corporations, partnerships, limited liability companies and sole proprietorships.

In this episode we’re discussing the elements that make a business ready for sale;  navigating the sale process; and when to start preparing for a sale.

About Our Sponsor:

Haefele Flanagan (HFCO) is a full-service accounting firm that’s been serving clients since 1967.  Not your typical accounting firm, HFCO’s services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com.

About the Host:

Dave Bookbinder is the person that clients reach out to when they need to know what their most important assets are worth. He’s a corporate finance executive with a focus on business and intellectual property valuation. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.

Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.

He’s on a mission to change the conversation about how the accounting world recognizes the value of people’s contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company’s most valuable asset.”

🔸 Grab Dave’s #1 Best-Selling Books: The New ROI: Return on Individuals & The NEW ROI: Going Behind The Numbers

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💡  Want to share your insights with the business community? Message Dave to learn how you can be a guest on Behind The Numbers. https://linktr.ee/BehindTheNumbers

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