About Gloria Lee

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So far Gloria Lee has created 2 blog entries.

November 2024

Exit Planning Reimagined: Expand Your Expertise with Mavrek

Many exit planners excel at helping clients prepare for a business exit and guiding them through the ownership transition process. However, they often don’t participate directly in the sale itself, leaving clients to rely on M&A experts and business brokers to navigate the complexities of the transaction. While exit planners play a crucial role before and after the sale, this handoff during the sale represents a significant opportunity to expand their involvement and provide more comprehensive support. By taking on a leadership role in running the business sale transaction, exit planners could potentially save their clients tens to hundreds of thousands of dollars while also generating $20K–$50K in revenue per exit transaction. Enter Mavrek—a comprehensive digital platform that offers a proven, step-by-step task-based workflow, along with all the tools and documents needed to close the deal. While other software solutions focus on business valuation ...

How Smart Business Owners Are 3X-ing The Success Rate Of Their Business Sale

Completing a successful business sale is a complex process that challenges even the most experienced professionals. Statistically speaking, only 30 to 40% of businesses listed for sale will actually sell. If your business has a revenue of under $10 million, your chances drop even further to 15 to 25%, leaving smaller businesses with an even greater chance of failing to close a deal. Part of the reason for these statistics is that the entire sale process is fraught with uncertainty. It's largely based on anecdotal processes and full of inequities and unmet expectations, leaving both parties vulnerable throughout the journey.  Moreover, the scarcity of reliable, practical information often leads to unrealistic expectations about timelines and requirements. Whether you're a business owner looking to sell, an entrepreneur aiming to acquire, or a trusted advisor guiding clients through the process, the reality is that many transactions fall ...

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