𝗧𝗶𝗺𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗘𝘅𝗶𝘁: 𝗠𝗮𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝟭𝟬-𝗬𝗲𝗮𝗿 𝗧𝗿𝗮𝗻𝘀𝗳𝗲𝗿 𝗖𝘆𝗰𝗹𝗲

Hey business owners! It’s Roger Balser, your value architect. Let’s talk about something that could change the way you sell your business: Rob Slee’s 10-Year Transfer Cycle. This isn’t just theory; it’s a strategic tool for maximizing your exit value. Here’s how to leverage it:

𝟭. 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗘𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗖𝘆𝗰𝗹𝗲
Every decade kicks off with a recession. Look back at the early ’80s, ’90s, and 2020s—downturns hit revenue and valuations hard. The key? Avoid selling in these tough times. Your sweet spot is around year four of the decade when recovery begins.

𝟮. 𝗪𝗮𝘁𝗰𝗵 𝘁𝗵𝗲 𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗼𝗿𝘀
Keep tabs on GDP growth, unemployment rates, and consumer confidence. These metrics will tell you when to make your move. Valuations dip during recessions, but when the economy rebounds, buyer interest skyrockets. Ride that wave!

𝟯. 𝗣𝗹𝗮𝗻 𝗬𝗼𝘂𝗿 𝗘𝘅𝗶𝘁
Timing is everything. Sell during the recovery phase—ideally between years four and eight of the decade. Create a clear exit strategy that aligns with this timeline; you need to know your game plan.

𝟰. 𝗚𝗲𝘁 𝗬𝗼𝘂𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗥𝗲𝗮𝗱𝘆
Before you list your business, ensure it’s in stellar shape. Boost revenues, streamline operations, and solidify your market position. A polished business is much more attractive to buyers.

𝟱. 𝗣𝗮𝗿𝘁𝗻𝗲𝗿 𝘄𝗶𝘁𝗵 𝗣𝗿𝗼𝘀
Don’t navigate this alone! Work with advisors who understand the 10-year cycle. Rob Slee emphasizes this in his book, Private Capital Markets. Many professionals miss the link between business value and market trends, so be sure your exit plan aligns with the cycle.

𝟲. 𝗞𝗻𝗼𝘄 𝗬𝗼𝘂𝗿 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝗼𝗻
Monitor similar businesses. If they’re selling at high multiples during an upswing, it’s a signal for you to position your business for sale. You’re part of a larger marketplace—capitalize on trends!

Master Rob Slee’s 10-year transfer cycle to time your exit and boost your business value. Recognize economic patterns, prepare your company, and make your move strategically. This isn’t just about selling; it’s about thriving in a complex landscape.
Embrace these strategies and turn your exit into a triumphant success!

𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗲𝗹𝗲𝘃𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆? 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝗺𝗲 𝘁𝗼 𝗹𝗲𝗮𝗿𝗻 𝗵𝗼𝘄 𝗮 𝘃𝗮𝗹𝘂𝗲 𝗮𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁 𝗰𝗮𝗻 𝗵𝗲𝗹𝗽 𝘆𝗼𝘂 𝗻𝗮𝘃𝗶𝗴𝗮𝘁𝗲 𝘁𝗵𝗶𝘀 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗮𝗻𝗱 𝗺𝗮𝘅𝗶𝗺𝗶𝘇𝗲 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀’𝘀 𝗽𝗼𝘁𝗲𝗻𝘁𝗶𝗮𝗹. 𝗟𝗲𝘁’𝘀 𝘁𝘂𝗿𝗻 𝘆𝗼𝘂𝗿 𝗲𝘅𝗶𝘁 𝗶𝗻𝘁𝗼 𝗮 𝘁𝗿𝗶𝘂𝗺𝗽𝗵𝗮𝗻𝘁 𝘀𝘂𝗰𝗰𝗲𝘀𝘀!