Your Business Scaling & Succession Experts

0 %
Of Owners Have A Transition Plan
0 %
Of Businesses On The Market Sell
0 %
Of Owners Want To Exit Within 10 Years
0 %
Of Owners Leave Their Business One Day

The Challenges Owner's Face

Business Owners Don’t Want Their Transition To Feel Like A Transaction!

Are you facing challenges with your business growth and are unsure about how to generate greater revenue? If you’re feeling stuck and not sure how to smoothly transition your business, the right time to start is now.

Imagine feeling more confident as you set up clear systems, a strong team of leaders, and a plan for how much your business is worth. With our help, you won’t have to face the process of changing your business by yourself. Instead, you’ll be on a journey that helps you make a plan for when you’re ready to leave your business. Lots of other business owners have done it before, and now it’s your turn to prepare for a future where your business grows smoothly and can change ownership without problems. This is your moment – let’s work together to build a brighter future for your business.

Dealing with the Unknown

When business owners think about seeking transition experts, they often face the challenge of not knowing exactly what to do or what might happen.

Figuring Out the Value

Trying to figure out how much their business is really worth and understanding all the factors behind it can get really confusing.

Passing the Baton

Planning how to hand over their business to someone else while keeping things running smoothly and profitable can be quite overwhelming.

Building the Right Team

Choosing the best people to guide them through the transition process can be a big task on its own.

Getting Finances Ready

Knowing if they're financially prepared for life after the transition and setting up the right financial goals can be pretty tricky.

Legal and Technicalities

Grappling with the legal and technical aspects of transitioning, like contracts and agreements, can feel overwhelming.

Family Dynamics

Balancing the process of transition with ongoing business operations and personal life demands effective time management skills.

Letting Go Emotionally

Saying goodbye to a business that's been a big part of their life can bring up strong feelings and doubts.

We are experienced transition advisors, empowering business owners to boost profits, enhance business value, and prepare their families for their next phase of life and business!

Your Transition

Our Mission

Scaling Your Legacy

At Sell Wealthy, we perceive wealth as more than just financial prosperity. To us, wealth embodies a multi-dimensional concept that encompasses various aspects of your life and aspirations. It extends beyond monetary assets and delves into the realms of personal fulfillment, security, and leaving a lasting legacy.

We believe that true wealth encompasses financial success and your overall well-being, happiness, and alignment with your values and purpose. It’s about achieving a harmonious balance between your financial goals and the fulfillment of your personal aspirations.

Together, we will work to build a comprehensive plan that aligns with your values, propels your financial success, and enables you to live a fulfilling life—a life that encompasses both material abundance and the deeper fulfillment that comes from living in accordance with your purpose.

Sincerely,

family in home

Founders

What is a Chartered Business Valuator?

(CBVs) are finance professionals with extensive knowledge and expertise in the specialized field of business valuation. CBVs are trained, accredited, and governed by CBV Institute, the unequivocal authority in business valuation for over half a century and a leader in the global valuation profession. CBVs are internationally recognized as having the judgment and analytical training necessary for a wide range of valuation-based needs, all based on value measurement, value creation, and value protection.

As Seen In:

Our Mission

Scaling Your Legacy

At Sell Wealthy, we perceive wealth as more than just financial prosperity. To us, wealth embodies a multi-dimensional concept that encompasses various aspects of your life and aspirations. It extends beyond monetary assets and delves into the realms of personal fulfillment, security, and leaving a lasting legacy.

We believe that true wealth encompasses financial success and your overall well-being, happiness, and alignment with your values and purpose. It’s about achieving a harmonious balance between your financial goals and the fulfillment of your personal aspirations.

Together, we will work to build a comprehensive plan that aligns with your values, propels your financial success, and enables you to live a fulfilling life—a life that encompasses both material abundance and the deeper fulfillment that comes from living in accordance with your purpose.

family in home

Why Consider Transitioning

Today?

Consider your transition five years out to choose your team of professionals, strategically maximize the value of your business and ensure a seamless process for you and your family.

Months Out
By creating an Owner's Plan and having a professional complete a Readiness Report, you can ensure a smooth transition for you and your family.
Months Out
Owners should be finalizing the business's financials, addressing any remaining operational improvements, and engaging necessary professionals 12 months before selling to ensure a well-prepared and attractive offering.
Months Out
Now, owners should be finalizing negotiations with potential buyers or advisors, and ensuring all legal and financial documentation is in order 6 months before selling to facilitate a smooth and successful transition.
Getting You Ready
Increasing Your Revenue
Maximizing The Value Of Your Business
Providing You Access To Our Professional Partners

How We Can

Help

We will combine our decades of experience to get you ready, increase your revenue, maximize the total value of your business, all while addressing the four pillars of being wealthy in your life.  

Transitioning out of your business does not have to be complicated, or overwhelming with the right team.

The Four Pillars of Being

Wealthy

To achieve true holistic wealth, it’s essential to empower individuals to experience genuine holistic wealth by integrating these components!

Business

Finances

Family

Sense of Self

Selling your business to an outside buyer can bring numerous advantages, including a higher purchase price, access to fresh perspectives, expanded market reach, and reduced personal involvement in day-to-day operations. It allows you to cash out on your hard work, explore new opportunities, and transition to a new phase of life with financial security.

 

Selling your business to shareholders can offer several advantages, including maintaining a sense of ownership within the existing team, preserving the company's culture and values, and ensuring a smooth transition.

 

Additionally, shareholders already have a vested interest in the business's success, which can lead to continued support and commitment to its growth.

Selling your business to a family member can offer a unique opportunity to keep the business within the family and maintain its legacy. It allows for a smooth transition of ownership, ensuring that the business continues to thrive under familiar stewardship.

Moreover, selling to a family member may foster a sense of shared values and long-term commitment, strengthening family ties and preserving the business's heritage for future generations.

Selling an interest in your business to other shareholders allows you to continue to be actively involved in the day-to-day operations and strategic decision-making of the business, while also benefiting from the support and input of other shareholders. This option provides you with the opportunity to maintain your influence and control over the direction of the business, while sharing the responsibilities and risks with a trusted team of shareholders. 

If you're not looking to step away completely, this may be an option. 

How We Provide

Support

What types of transition are possible for you as a business owner?

Upcoming

Events

Join us for an empowering event where we unveil the secrets to scaling your business, optimizing wealth, and crafting a lasting legacy.

Secure your spot and unlock your path to success!

Profile Style Images (11)
3
OCT
Coming Soon!
The Freedom Roadmap

Business scaling and succession done right.

2 pm EST
Profile Style Images (11)
10
OCT
Coming Soon!
The Freedom Roadmap

Business scaling and succession done right.

2 pm EST

Take the Next Step

Towards Success!

Ready to take the next step in scaling or transitioning your business? 

Contact us today and unlock the expert guidance, personalized strategies, and comprehensive support you need for a successful journey.

Drive Sucess With

Our Podcast

Hosted by award-winning author, Purdeep Sangha.

Ignite your success as a CEO. Gain insights into the strategies business leaders employ to grow their companies, increase wealth, and achieve family prosperity.

Subscribe To Our Newsletter!

Follow us for news and updates on all things business transition!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

Get Your Copy

FIRST!

Redefining wealth beyond money, mastering the transition mindset, choosing the right path, assembling an effective transition team, and elevating business value are among the topics covered.

Get the promo code for our workshop!

"*" indicates required fields

This field is for validation purposes and should be left unchanged.