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financial

financial

What Records Should You Share with a Buyer — and When?

July 14, 2025 by Michael Shea PA

By Michael Shea, Transworld Business Advisors – Tampa Bay Selling your business isn’t just business. It’s personal. You’ve put years — maybe decades — into building something that matters. So when a total stranger wants to peek behind the curtain, it’s only natural to feel cautious. But here’s the truth: You can’t sell what you […]

Filed Under: breakfast, Buy a Business, exitplan, exitplanning, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: bottomline, buyers, cepa, financial, ibba, lease, michaelshea, orlando, sell, tampa

What Comes After the Sale? Planning Your Life Beyond Business

June 25, 2025 by Michael Shea PA

One of the hardest things for many business owners post-sale is the identity shift.

You’ve been “the boss” for decades. What happens when the emails stop, the calls slow down, and you’re no longer the one making decisions?

The happiest post-sale clients I’ve worked with are those who stay engaged:

Filed Under: Buy a Business, exitplan, exitplanning, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: budget, business, cash, cepa, cexp, cfp, financial, mission, money, safe, smart, strategic, strategy, TAXES, transworldbusinessadvisors

Know What You Want Before You Sell

June 22, 2025 by Michael Shea PA

Selling your business isn’t just a financial decision — it’s a personal one. Before you list, before you price, before you entertain offers, you need to get clear on one thing: What do you actually want out of the sale? The answer shapes everything — from your asking price to how the deal is structured […]

Filed Under: exitplan, exitplanning, Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: cash, cepa, exit, exitplan, exitplanning, financial, michaelshea, mnths, sell, tampa, tampabusinessbroker, timing, Transworld

The Silent Retirement Killer: What Happens If You Can’t Sell Your Business?

April 18, 2025 by Michael Shea PA

An unsellable business often comes with mounting debt, especially if cash flow dries up or the company’s value declines. Business loans, lines of credit, or unpaid vendor invoices can pile up, and without a sale to clear these obligations, you’re left holding the bag. If the business is your primary asset, you may have no way to pay off these debts, forcing you into tough choices: liquidating personal assets, negotiating with creditors, or, in extreme cases, filing for bankruptcy.

Filed Under: Business Management Tips, Buy a Business, exitplan, exitplanning, Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: business, businessbroker, cepa, exitplanning, financial, retirement, tampa, Transworld

What are the elements of a effective E2 visa business plan?

April 10, 2023 by Michael Shea PA

  An E-2 visa is a type of investor visa that allows individuals to come to the United States to start and run a business. Here are the components of an effective business plan for an E-2 visa application: Executive Summary: This section should provide a concise overview of the business and its goals. It […]

Filed Under: Buy a Business, Immigration and Business Buying for Foreign Nationals Tagged With: businessbroker, businessplan, e2visa, financial, investment, legal

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