Selling a Business Advice

Selling an Investment Securities Business

In any market, there are sellers and then there are serious sellers. We'll give you the tools you need to be taken seriously when you decide to sell your investment securities business.

You're optimistic about the economy and so are we. Now the challenge is to convert business buyers who may have a more skeptical outlook.

Too often investment securities business sellers fail to receive fair market value for their businesses. With the right strategy, your sale doesn't have to end that way.

Finding Investment Securities Business Buyers

It's difficult to predict where the buyer of your investment securities business will come from. So you'll need to take a diverse approach to identifying prospective buyers. Although it's helpful to target promotional tactics to likely buyers, allow for some exposure to the broader market. Sellers should also recognize the value of promoting their sale in trusted business networks, carefully balancing the need for confidentiality with the promotional potential of their contact base.

Promoting an investment securities business Sale

Successful investment securities business sales incorporate comprehensive advertising plans. However, confidentiality and other concerns can present challenges, even for sales professionals. A highly publicized sale creates vulnerabilities that can be exploited by your competitors. Business brokers are skilled at publicizing investment securities business sales while maintaining the confidentiality that is critical to your business.

The Best Person to Sell Your Investment Securities Business

As the owner, you are both the best and worst person to sell your investment securities business. Without a doubt, you have the most at stake in the outcome of your sale. That makes you the most passionate advocate for your investment securities business in the business-for-sale marketplace. The problem is that your passion for your business can also sabotage your sale. Nearly all sellers have an inflated sense of their company's value. At a minimum, conduct an independent appraisal of the investment securities business to gain an objective sense of fair market value.

Share this article


Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities

Contributors

Business Glossary