Ranked #1 Lower Middle Market Investment Bank
World Class Mergers & Acquisitions Since 1993
Request a Call 203.285.6190
203.285.6190

Transforming the Lives of Business Owners
is our Passion

Are You Next?

THINKING ABOUT SELLING?
TALK TO AN M&A EXPERT & GET A FREE BUSINESS VALUATION.

Don Krier

Only companies with annual revenues of $5 Million to $150 Million+, please. Call Don Krier, Sr. Managing Director/Partner 203.285.6190 or complete the form below.

Contact Name*

Confirming You Are Human

Selling your business is one of the biggest financial decisions you’ll ever make. But is the sale price enough to fund your future? Pre-Sale Planning goes beyond a simple business valuation—we help you answer the critical question: Will the proceeds from the sale be enough?

With expert guidance, we prepare you for a successful transition by addressing key financial, tax, and lifestyle considerations before you sell.

Key Takeaways:

  • Maximize Your Sale – Understand your business’s true value and ways to enhance it.
  • Minimize Taxes – Proactive tax strategies to protect your wealth.
  • Secure Your Future – Know exactly how much you need to net from the sale.
  • Plan Your Next Chapter – From payout structures to life after business, we help you transition smoothly.
  • Expert Insights – Get complimentary valuation services, estate planning insights, and transition strategies.

The most successful business owners don’t wait until an offer is on the table to start planning. They take control early, ensuring they maximize their net proceeds, minimize taxes, and have a clear plan for life after the sale.

A conversation today could mean millions more in your pocket tomorrow. Schedule your consultation. Get started now - complete the form.

Learn more about Pre-Sale Planning

THINKING ABOUT SELLING?
TALK TO AN M&A EXPERT & GET A FREE BUSINESS VALUATION.

Don Krier

Only companies with annual revenues of $5 Million to $150 Million+, please. Call Don Krier, Sr. Managing Director/Partner 203.285.6190 or complete the form below.

Contact Name*

Confirming You Are Human

The Woodbridge Difference
“What makes the Woodbridge Experience unique is that every member of the Woodbridge team acts like a partner with their client to do absolutely everything possible to effectuate a successful transaction at the maximum value.” Jeffrey W. Rossi, CPA, CFE, Managing Partner Marcum
The Woodbridge Difference
“What makes the Woodbridge Experience unique is that every member of the Woodbridge team acts like a partner with their client to do absolutely everything possible to effectuate a successful transaction at the maximum value.” Jeffrey W. Rossi, CPA, CFE, Managing Partner Marcum

Take a 6-minute tour of the Woodbridge process, meet key team members and learn about why timing is everything.

Woodbridge International recently celebrated its 30th anniversary with our full global team in Cape Town, South Africa. Watch here:
MORE BUYERS, MORE BIDS, HIGHER PRICE, BETTER FIT
  • Timeline
    Innovative 150 Day Timeline Driven Auction establishes the Closing Date upfront (After launch: 21-day Bid Acceptance Period)
  • Underwriting
    Underwriting in the first 30 days greatly reduces the odds of negative surprises
  • database
    Proprietary network of 6,600 private equity groups and 410,000 strategic companies quickly identifies the greatest number of buyers (Averaging 20 bids on our most recent 30 closed transactions)
  • Video
    Powerful Marketing Video to Showcase Your Company
  • Management Meeting
    2-Day Management Meeting Workshop: Clients Learn Best Practices Selling Their Business

FAQ's

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