5 Biggest Mistakes

Most $5m+ Business Owners Make Before Selling

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5 Biggest Mistakes Most $5m+ Business Owners Make Before Selling

May 18th | 10:00 AM PST | Live Training

Hi, I’m Nick Arellano, the Managing Partner of Your Legacy Partners (a boutique M&A and Exit Planning Advisor that has been advising business owners for over two decades).

We help business owners prepare their companies for sale, including all the financial strategies that will help them get and keep more money. We then run a competitive process to ensure the business is sold to the best-fit buyer at the absolute maximum value.

We focus on SaaS-based companies, Service-based firms & Manufacturing businesses with $5M – $75M revenue.

We’ve been involved in dozens of transactions, that have generated hundreds of millions of dollars for our clients. In 2022, Financial Services Review listed Your Legacy Partners as one of the Top Middle Market M&A Consulting Firms of 2022.


During this LIVE presentation, I’ll walk you through the 5 biggest mistakes we see too many owners make when (and often before) they sell their business.

Here’s what I’ll cover:

  1. Tax Strategies – which almost all owners are unaware of and miss out on, that can keep a lot more money in your bank account.
  2. How – and when – to start preparing your business for sale. We see so many owners of $5M – $75M businesses… get this wrong… and it can literally cost, not just money, but the entire deal.
  3. The surprising thing most owners don’t understand (spoiler alert, its deal structure & contract terms). The mistakes you can make in the negotiation phase of selling your business can cost you millions of dollars. I’ll tell you what to look for and what to watch out for.
  4. The #1 regret business owners have after selling (believe it or not, it has nothing to do with money).
  5. Where people lose the most money when selecting a buyer… and why creating a bidding war for your company can have a MASSIVE impact on your sale value.


Meet your host: Nick Arellano

Hi, I’m Nick Arellano, the Managing Partner of Your Legacy Partners (a boutique M&A and Exit Planning Advisor that has been advising business owners for over two decades).

We help business owners prepare their companies for sale, including all the financial strategies that will help them get and keep more money. We then run a competitive process to ensure the business is sold to the best-fit buyer at the absolute maximum value.

We focus on SaaS-based companies, Service-based firms & Manufacturing businesses with $5M – $75M revenue.

We’ve been involved in dozens of transactions, that have generated hundreds of millions of dollars for our clients. In 2022, Financial Services Review listed Your Legacy Partners as one of the Top Middle Market M&A Consulting Firms of 2022.

Reserve Your Spot Now!

What type of industry does your firm best align with?
(Check all that apply)

Meet your host: Nick Arellano

Hi, I’m Nick Arellano, the Managing Partner of Your Legacy Partners (a boutique M&A and Exit Planning Advisor that has been advising business owners for over two decades).

We help business owners prepare their companies for sale, including all the financial strategies that will help them get and keep more money. We then run a competitive process to ensure the business is sold to the best-fit buyer at the absolute maximum value.

We focus on SaaS-based companies, Service-based firms & Manufacturing businesses with $5M – $75M revenue.

We’ve been involved in dozens of transactions, that have generated hundreds of millions of dollars for our clients. In 2022, Financial Services Review listed Your Legacy Partners as one of the Top Middle Market M&A Consulting Firms of 2022.


This live training is limited to 100 people, and there will be time at the end for Q&A.

If you can’t make it live, sign up anyway and we’ll email you the replay shortly after the presentation is over.

Thank you… and I look forward to seeing you there!


Sign up for my free webinar!

What type of industry does your firm best align with?
(Check all that apply)