Your advisor's Candor - Is it worthy?

 By Sudarsan Pattabiraman (M&A Advisor) | 510.944.5616 | sudarsan@upclinch.com

Having an advisor who’s radically candid can make a huge difference when you’re getting ready to sell. Instead of sugarcoating things, they’ll give it to you straight, which can be a lifesaver.

For instance, they’ll point out any weak spots you might not see—like if your financials don’t look great or you’re too dependent on one big customer. This feedback isn’t always easy to hear, but it’s so much better to address these issues now rather than lose buyers or get a lower offer later.

They’ll also help you see hidden value. Maybe there’s some untapped potential you haven’t thought about, like improving your online presence or leveraging intellectual property that could bump up the sale price.

An advisor who’s upfront will also give you a realistic valuation. It’s easy to overestimate what your business might go for, so having someone tell you what’s reasonable in today’s market can save time and keep you from getting disappointed.

A candid advisor also helps with preparation, focusing on the things that really matter to buyers, like cutting unnecessary costs or organizing your operations more efficiently. This way, you’re presenting the business in the best light without any skeletons in the closet.

 And knowing that you’ve tackled potential issues ahead of time helps build buyer trust—no surprises mean buyers are more likely to stick with the deal.

They’ll also keep your expectations in check, so you’re not blindsided by the ups and downs of the sale process. So, in the end, having someone who’s straight-up honest with you ensures you’re fully prepared, helps you avoid deal-breakers, and gets you set up for a smoother, more profitable sale.

Contact Sudarsan for planning and executing your perfect exit / strategic acquisition. Schedule time to unlock the business value and realize it for the benefit of you, your family and your community. Email:sudarsan@upclinch.com   Phone: 510.944.5616