Across the country, home service and construction business owners are sitting on seven-figure companies with no real plan to sell them. Many are approaching retirement age, still doing the work of five people, and have never talked to a broker, a tax strategist, or a business attorney about what a sale actually requires. Without that groundwork, deals stall in due diligence, valuations come in lower than expected, and owners hand over more of the proceeds to taxes than they need to. A business built over decades deserves an exit that reflects its real value, and that only happens with the right team in place well before a sale is on the table.
Join Jessica Peterson (Dreamify Real Estate), Gina Tedesco (Freedom Wealth Planning), and April R. Martindale, MBA, Esq. (Cogent Law) for a practical, basics-first fireside chat on what it actually takes to sell a business well. The discussion moves deliberately: from the common mistakes owners make and how to prepare a business for market, to the tax mitigation and exit planning strategies that protect what they've built, to the legal readiness (IP, governance, and contracts) that determines whether a deal actually closes.
