October 24, 2025 HMA Website

Business Transition Planning & Consulting

Hart Marx Advisors Small Business Consulting

HMA has developed a consulting service to help business owners understand how decisions today will shape their transition options in the future.  Nearly every business owner has similar questions when thinking about a future exit or sale of their business.

HMA’s newest consulting service is designed to help small/medium businesses understand how to best position for a successful exit.  We will help answer these questions below for each client’s unique situation:

  • Is growth through acquisition right for my business?
  • When is the right time to sell my business?
  • How will decisions today be viewed by buyers in the future?
  • What is the present value of my business in the near future?
  • What are the common traits that buyers want and how do I build them   into my company?
  • What is the process of selling a business and how can I prepare for it?
  • Should I respond to calls from potential buyers?
  • What should I say and not say?
  • How do I identify the best buyer?

HMA will utilize its transaction experience to give perspective so that decisions made today will help build a valuable, desirable company in these key areas:

  1. Evaluation: Develop a clear scorecard showing strengths and risks from the buyer’s perspective, so you know exactly where to focus your efforts and investments.
  2. Summary Valuation: Provide a realistic view of your company’s current value to help you set expectations and goals.
  3. Planning: Plan smart actions to take (or not) to maximize the value of your business now and into the future.
  4. Education: Explain the sale process, timeline, costs and common mistakes to avoid so you feel prepared.
  5. Guidance: Learn how to handle inbound inquiries without jeopardizing value or negotiations

Through this program, you will understand the value of your business, gain confidence in the steps necessary to maximize value, and understand the sales process and how to be prepared.

Each business is unique with its own requirements and challenges.  Contact Hart Marx Advisors can tailor a program that provides maximum value for the business.

Tom Marx: tmarx@hartmarxadvisors.com

Chris Bovis: cbovis@hartmarxadvisors.com