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What is your complete exit strategy with your business advisor? Are you considering a partial sale in the energy or metals sector? What is your timeline for selling your business? What financial outcome are you looking for? Additionally, are you interested in staying involved after the sale?

Do you have three to five years of clean, up-to-date financial statements ready for your Business Advisor? Key operational documents may include contracts or any intellectual property related to Energy or Metals. Additionally, ensure you have property details and any employee agreements. Don't forget legal documents, including your articles of organization, existing leases and necessary permits/licenses, especially if you're considering selling your business.

When considering the role of a Business Advisor, it's essential to analyze revenue and profitability alongside physical and intangible assets, particularly within sectors like Energy and Metals. Additionally, understanding potential growth and risk factors is crucial, especially for those looking to sell their business.