Retirement Planning Resource
Retirement Planning Resource
Retirement Planning Resource
How to Sell Your Business Guidebook
How to Sell Your Business Guidebook
This guide is for business owners nearing retirement who want a clearer path forward. Inside, you’ll find practical insights to help you prepare your business for sale, understand what drives value, and start thinking about what comes next.



What You'll Get
What You'll Get
What You'll Get
Practical steps to prepare your business and yourself for a successful sale.
Clarify Your Motivation
Understand the personal and financial reasons behind your sale—and how that shapes your entire process.
Clarify Your Motivation
Understand the personal and financial reasons behind your sale—and how that shapes your entire process.
Clarify Your Motivation
Understand the personal and financial reasons behind your sale—and how that shapes your entire process.
Assess and Prepare Your Business
Learn how to evaluate your business’s financial health, operations, and legal standing to attract the right buyers.
Assess and Prepare Your Business
Learn how to evaluate your business’s financial health, operations, and legal standing to attract the right buyers.
Assess and Prepare Your Business
Learn how to evaluate your business’s financial health, operations, and legal standing to attract the right buyers.
Explore Valuation Basics
Get familiar with common valuation methods and what buyers are really looking for.
Explore Valuation Basics
Get familiar with common valuation methods and what buyers are really looking for.
Explore Valuation Basics
Get familiar with common valuation methods and what buyers are really looking for.
Understand Buyer Types
Learn how to evaluate different kinds of buyers—from private equity to family members—and find the best fit.
Understand Buyer Types
Learn how to evaluate different kinds of buyers—from private equity to family members—and find the best fit.
Understand Buyer Types
Learn how to evaluate different kinds of buyers—from private equity to family members—and find the best fit.
Plan for the Transition
Prepare for what comes after the sale: leadership handoff, team communication, and life beyond ownership.
Plan for the Transition
Prepare for what comes after the sale: leadership handoff, team communication, and life beyond ownership.
Plan for the Transition
Prepare for what comes after the sale: leadership handoff, team communication, and life beyond ownership.
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct
Fulcrum Wealth Advisors
10940 NE 33rd Pl.
Suite #210
Bellevue, WA 98004
(877) 400-0260
info@fulcrumwa.com
Fulcrum Wealth Advisors, LLC (“FWA”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration as an investment adviser does not imply a certain level of skill or training.
This website is provided for informational and educational purposes only and is intended to provide general information about FWA, its services, and investment-related topics. Nothing contained on this website constitutes investment advice, nor should it be construed as a recommendation, solicitation, or offer to buy or sell any security or investment product. All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
Investment advisory services are provided only pursuant to a written investment advisory agreement entered into between FWA and its clients.
Jurisdictional Limitations: FWA provides investment advisory services only in jurisdictions where it is appropriately registered, exempt, or excluded from registration requirements. The information on this website is not directed to, or intended for use by, any person in any jurisdiction where such use would be contrary to applicable laws or regulations.
Any subsequent, direct communication by FWA with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion in the jurisdiction where the prospective client resides.
No Personalized Advice: The information presented on this website is general in nature and does not take into account the individual financial circumstances, investment objectives, or risk tolerance of any specific person. Visitors to this website should not rely on any information herein as a substitute for personalized advice from FWA or from their own financial, tax, or legal professionals.
Testimonials, Endorsements & Third-Party Ratings: This website may include testimonials, endorsements, or third-party ratings. Such testimonials or endorsements are not representative of all clients, and no assurance is given that a current or prospective client will experience the same or similar results.
Where applicable, material conflicts of interest and whether compensation was provided in connection with a testimonial or endorsement are disclosed in accordance with applicable SEC regulations. Testimonials, endorsements, and ratings are not a guarantee of future performance or success.
Tax and Legal Disclaimer: FWA does not provide tax or legal advice. Information on this website should not be construed as tax or legal advice. You are encouraged to consult with qualified tax and legal professionals regarding your specific situation.
Third-Party Links: This website may contain links to third-party websites for convenience or informational purposes. We review the links when they are added and periodically thereafter and have a reasonable basis for believing they convey accurate information relevant to our clients. FWA does not control or assume responsibility for the content, ongoing accuracy, security, or privacy practices of any third-party websites. Accessing such links is at your own risk, and you are not required to link to any information we make available on our website.
© 2026 Fulcrum Wealth Advisors, LLC. All rights reserved.
Website design: Radically Distinct