What the work covers
Six Areas That Shape How a Business Is Valued and Transferred
The goal is a business that reads clearly to a buyer, a lender, and a valuation professional — well before a transaction is on the table.
- 01
Financial and operational readiness
Clean records, dependable reporting, and operations that do not rely entirely on the owner.
- 02
Business valuation preparation
Organizing the information a valuation professional or buyer will expect to review.
- 03
Identifying potential obstacles to valuation
Concentration risk, undocumented processes, deferred maintenance, and record gaps.
- 04
Qualified-buyer financing support
Helping a credible buyer pursue financing so a transaction is not stalled by capital.
- 05
Buyer-seller facilitation
Coordinating the conversation and documentation flow between parties and their advisors.
- 06
Transition-planning support
Sequencing the handoff of relationships, operations, and knowledge after closing.
Why five years
Readiness Is a Multi-Year Project, Not a Closing Checklist
Buyers and lenders evaluate history. Improving margins, documenting processes, diversifying customer concentration, and cleaning up records take time to show up in the numbers. Starting early gives those changes a track record.
Work with your licensed advisors
Access Capital Arizona provides readiness guidance and financing support. It does not provide legal, tax, securities, or formal business-valuation services. We encourage you to involve your attorney, CPA, valuation professional, and other licensed advisors, and we work alongside them throughout the process.
Nothing on this page is legal, tax, investment, or securities advice.
Start early