The Selling Process
1 - Establish client relationship -
Initial introductory meeting to discuss services and present required Forms
- Disclosure of Representation in Trading Services
- Privacy Notice and Consent
- Fee for Service Retainer Agreement
2 - Determine Fair Market Value Selling Price
- Compile Notice to Reader Financial Statements / Equipment List / Inventory List
- Draft Business Income Adjustment
- Business Valuation - Determine Selling Price