Our Story
Roughly 80% of businesses that go to market do not successfully sell.
My business isn’t for sale anytime soon, but I sure don’t want to become part of this statistic. Every business owner, including me, should be sale-ready at all times.
I’ll be honest—I’m a grown man who enjoys doing Lego car sets. My wife gives me a hard time about it, but to be fair, they’re expert-level!
Here’s the connection: trying to sell your business without a plan is like dumping 1,500 Lego pieces on a table and attempting to build it without the instructions.
I know this because I lived it.
Just like you, I had a number in my head. If I could grow to X, I could sell for Y—and everything would line up with my long-term financial plan.
Even though I’m a long way from selling, I wanted to understand the mechanics of a successful business exit plan. So, I sat down with a group of M&A advisors and Certified Exit Planning Advisors to walk through my numbers.
They were…inquisitive. To say the least.
They asked questions I couldn’t answer:
What’s your Wealth Gap?
What’s your Profit Gap?
Are you using EBITDA or EBITDAR?
How strong is your Intangible Capital?
I quickly realized there was a lot I didn’t know.
That moment changed everything.
This is why I do what I do today—to make sure you’re prepared when the time comes to sell, merge, restructure, or pass your business on to your kids. And more importantly, to make sure that transition fits into a real, tax-efficient financial plan that supports your life and your family for generations to come.
Hoffmeyer Wealth Management is the instruction sheet for your business—your expert-level Lego set.