Jun 22, 2026 · 37 min · 12 segments
Business owners often spend years growing revenue, hiring teams, and building value, but what happens if a partner dies, becomes disabled, or wants out? In this episode, Robert Schlesinger and Dan…
What about when things go really, really well and the business is booming and the intention was to eventually sell this thing one day? What are some things that business owners should start thinking about in the six to 24 months or so prior to sale?
As a lawyer, more senior lawyer earlier in my career explained to me, if things always worked out the way you thought they were going to work out, you probably wouldn't need a lawyer.
So what should you do? See your estate lawyer and make sure that you've done proper estate planning for things like this.
Organize your company in such a way that it will get the most value once you go to market it.
What could that include? Not only your agreements with your partners, but if things are going really well, you might even have some employees or you have some 1099 contractors.
You want to make sure that you own that intellectual property, if that's what your business is.
And you want to make sure that you have an employee manual that makes sure that you've got a defense and policies if somebody claims that they were discriminated against or bullied or treated unfairly or weren't paid the right amount of money.
I mean, there are cases where the money on the table for the deal is so good that my clients come to me and they say, Howard, I got to get this settled so I can close.
What about when things go really, really well and the business is booming and the intention was to eventually sell this thing one day? What are some things that business owners should start thinking about in the six to 24 months or so prior to sale?
As a lawyer, more senior lawyer earlier in my career explained to me, if things always worked out the way you thought they were going to work out, you probably wouldn't need a lawyer.
So what should you do? See your estate lawyer and make sure that you've done proper estate planning for things like this.
Organize your company in such a way that it will get the most value once you go to market it.
What could that include? Not only your agreements with your partners, but if things are going really well, you might even have some employees or you have some 1099 contractors.
You want to make sure that you own that intellectual property, if that's what your business is.
And you want to make sure that you have an employee manual that makes sure that you've got a defense and policies if somebody claims that they were discriminated against or bullied or treated unfairly or weren't paid the right amount of money.
I mean, there are cases where the money on the table for the deal is so good that my clients come to me and they say, Howard, I got to get this settled so I can close.
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