Check the agreements behind repeat income
Make a schedule of customer contracts, cancellation terms and renewal dates. Identify accounts that rely on your personal involvement or need permission before assignment.
Early marketing should not expose customer names. Discuss the point at which qualified buyers can review identifying information under confidentiality arrangements.
Match the sale to your next step
Write down when you want to leave and what transition work you are willing to provide. Those choices affect the offer you can accept, even when two bids quote the same price.
Lakewood licensing questions belong with the agencies responsible for the actual location. Do not assume a neighboring city’s forms cover the business being sold.
Prepare for the first valuation discussion
For your Lakewood company, prepare recent financial statements, your role and preferred timing. Keep customer lists and tax returns private during the first enquiry.
The Lakewood resource is a starting point for a partner introduction. Discuss valuation scope, representation and fees directly with the professional you choose.