For wealth managers, CPAs, and other trusted advisors

Don't lose your best client on their best day.

A business sale is the biggest liquidity event of your client's life, and the moment most advisors lose them. This short book lets you start that conversation twelve to twenty-four months early, so you're at the center of it, not the one who finds out after the wire clears. It's free. Reserve your copy and we'll mail it the moment it's printed.

Reserve my free copy

Free. No charge to you or your client. We use your address only to ship the book.

Don't Sell Your Business (Yet), book cover

Why it matters to youA business sale is when advisors get replaced.

Picture one of your clients selling the company they spent thirty years building. They get liquid, usually for the largest sum they will ever hold. And right at that moment, a crowd shows up: a broker, a deal attorney, the buyer's team, sometimes a new advisor who arrived with the transaction. The advisor who wasn't part of the run-up gets a thank-you, and then gets replaced.

The advisors who keep the client are the ones who were in the conversation early, back when the sale was still just an idea. That window runs twelve to twenty-four months, and most owners have no idea it exists. The reason it exists is simple. Only twenty to thirty percent of businesses that go to market actually sell (a figure from the Exit Planning Institute), because most owners aren't ready when they decide it's time.

That gap is your opening. This book is how you start the conversation before anyone else does.

What it does for youThree reasons to keep a stack on your desk.

Get in before the broker

The conversation about selling starts a year or two before anyone calls a broker. Hand a client this book and you're the one who opened it.

Be there when they get liquid

The advisor who guided the run-up to the sale is the one managing the proceeds after it. This keeps you in that seat.

Nothing to sell, no catch

The book is free and useful on its own. There's nothing for your client to buy, so handing it over only makes you look good.

What's insidePlain, and short enough to read in an evening.

01The two questions every owner has to answer before they sell, and the second one, the one that wrecks people.
02Why "you know when you know" is the starting gun, not the finish line, and what to do with the twelve to twenty-four months that follow.
03What Monday morning after the sale actually looks like, and why that answer decides the whole deal.
04The specific, unglamorous work that raises the price: the books, the contracts, and a team that runs the place without the owner.
05Why, in a year we looked at more than four hundred businesses and bought two, what separated them was never quality. It was readiness.

Who wrote itSomeone who has sat on both sides of the table.

Kevin Ramsier built companies, bought them, and sold them before he founded Sier Capital Partners. We buy good businesses from owners who took the time to get ready, usually somewhere between three million and ten-plus million dollars of EBITDA.

He wrote this because he has watched too many owners hand over their life's work for less than it was worth, to the wrong people, before it was ready. The book is his attempt to fix that for owners he will never meet.

"I don't want you to hand over the thing you built for less than it is worth, before it is ready."

Reserve your free copy

The book is in production now. Tell us where to send it and we'll mail your copy the moment it's printed. It's free. We use your mailing address only to ship the book.