Task and Milestone Program for Small Business Sales Your Path to Success

To Whom Is This Program Best Suited?

Designed Exclusively for Small Business Owners

Sage Advisory Group's Task and Milestone Program is tailored specifically for small business owners who are looking to sell their businesses. While our primary focus is on representing companies generating between $2 million and $15 million in annual revenues, we recognize the unique needs of “main street” business owners and offer specialized services to support them.

Ideal Candidates for the Task and Milestone Program

• Small Business Owners with Limited Revenue
  

If your business generates less than $1 million in annual revenue, our program provides the resources and guidance needed to attract the right buyer and ensure a successful sale. Our team will manage the entire process, from financial organization to marketing and negotiations, so you can focus on your daily operations.

• Businesses with Little to No Net Income
  

For businesses that struggle with profitability, our program helps highlight the value and potential of your business to prospective buyers.

• Owners Needing to Organize Their Finances
  

If your financial records are not in order, our advisors will assist you in preparing your business for sale, ensuring it is presented in the best possible light.

• Sellers Facing Extenuating Circumstances
  

Whether due to personal or market conditions, if you need to sell your business urgently and on your own, our free cheat sheet resource is designed to guide you through the process.

What We Offer

Sage Advisory Group helps you navigate selling your business by providing effective marketing to attract qualified buyers, offering micro-valuations to accurately assess market value, and supplying resources like our Business for Sale by Owner Cheat Sheet to guide you through the process. We take care of all the heavy lifting, ensuring your business is presented in the best possible light to maximize its value.

Crafting Irresistible Marketing Messaging

Establishing the Basics

Create A One Sheet Marketing Tool

What is a One Sheet?

A one-sheet is a concise, single-page document that provides key information about a business opportunity. It is designed to capture the interest of potential buyers by presenting essential details in a clear and compelling manner. Here are the key components and tips for creating an effective one-sheet based on the provided strategies

Key Components of a One-Sheet

• Business Overview
• Sales/total revenue includes figures for the current year and the previous three years to show financial performance trends.
• Cash flow/net profit provides supportable numbers, ideally verified through filed tax returns.
• Years in operation include how long the business has been running and its ownership structure.
• Operational Details
• The licenses and barriers to entry list includes any required licenses and potential barriers to entry for new owners.
• Employee information details the number of employees, their positions, rates of pay, and employment tenure.
• Payroll includes the total monthly payroll amount.
• Lease and Assets
• Space lease details provide information on the size of the space, lease term, and monthly rate. Confirm with the landlord that the lease is assignable.
• Assets include describing the equipment, fixtures, and inventory included in the sale, along with photos if possible.
  
• Growth Opportunities
• Expansion potential highlight specific ways a buyer can grow and scale the current operation.

Tips for Creating a One-Sheet (Handled for you by Sage Advisory Group)

Our experts will create professional one-sheets, ensuring clarity, visual appeal, and compelling content that highlights your business's unique selling points.

• Clarity and brevity ensure the information is clear and concise. Avoid overwhelming potential buyers with too much detail.
• Visual appeal uses a clean and professional layout. Incorporate branding elements like logos and color schemes to make the document visually appealing.
• Compelling content focuses on the unique selling points of your business. What makes it an attractive investment?
• Contact information includes your contact details, to ensure that interested parties can easily reach out for more information.

Flyers and Postcards

Create professional flyers or postcards highlighting key aspects of your business.

Display these in prominent locations where your customers frequent.

These traditional materials serve as a tangible touchpoint, reaching local customers and making a personal connection.

Contemporary Focus Enhancing Reach and Engagement

Digital Flyers and Email Campaigns

Convert your physical flyers into digital formats to be sent via email to your customer list.

Utilize email campaigns to reach a wider audience, ensuring your business information is easily accessible and shareable.

Leverage social media platforms to share digital flyers and engage with potential buyers online.

Enhance the digital flyers with interactive elements, such as clickable links to contact information or virtual tours of your business.

By combining traditional and contemporary methods, you maximize the reach and impact of your marketing efforts, ensuring your business attracts a diverse range of potential buyers.

Reaching the Right Buyers

When selling a small business, procuring a high-quality mailing list is crucial for reaching potential buyers effectively. Here are some of the most relevant sources and considerations for obtaining mailing lists tailored to your needs

Top Mailing List Providers

Local Title Companies

Connect with a local title company to obtain a list of names and addresses in a geographic area you choose. This approach allows you to do a mailer about the opportunity, effectively reaching potential buyers in your desired location.

DirectMail.com

DirectMail.com offers targeted business mailing lists, combining marketing techniques with advanced tools to enhance direct marketing efforts. They provide high-quality, curated lists for specific industries, ensuring relevance and accuracy.

LeadsPlease

LeadsPlease https//www.leadsplease.com/ provides both consumer and business mailing lists, with options for postal and email addresses. They are known for high accuracy and competitive pricing, making them a top choice for targeted marketing campaigns.

PostGrid

PostGrid https//www.postgrid.com/ offers customizable mailing lists based on specific marketing requirements, ensuring accurate and verified contact information with a focus on constantly updating its database to maintain data quality.

Key Considerations for Buying Mailing Lists

Target Audience

Ensure the mailing list targets the right audience based on demographics, firmographics, and geographic location. This increases the likelihood of reaching potential buyers who are genuinely interested in your business.

Data Accuracy and Validation

Choose providers that offer validated and frequently updated lists to avoid high bounce rates and undeliverable mail. Accurate data is essential for the success of your marketing campaign.

Contact Sage Advisory Group today and let us handle every step of the sale process for you, ensuring the best possible outcome.

Get in touch now for help preparing your business for the most successful sale possible.