You’ve spent years of hard work building a successful business. Have you ever considered selling the business and starting your retirement? Selling a business is a significant and complex financial transaction that requires careful consideration, planning and management. Consulting with professionals and conducting thorough research is crucial to ensuring a successful and financially-sound business sale.

We’re here to help.
Our team of wealth management professionals work together with trusted mergers & acquisition experts who possess the high level of professional expertise needed to help you maximize your value and sell with confidence. Here are ways our team of professionals can help with the important financial steps when selling your business:

  • Valuation of the business
  • Financial statements and documentation
  • Identifying potential buyers
  • Negotiate deal structures
  • Transition and tax planning
  • Legal agreements
  • Closing and Transfer
  • Post-Sale Financial Planning

About CrossleyShear Wealth Management
CrossleyShear Wealth Management has extensive experience helping clients sell businesses with yearly revenue between $10MM and $200MM. Our wealth management professionals can provide valuable guidance and support after selling your business to help you effectively manage and optimize the proceeds from the sale.

Having a trusted wealth management professional by your side can help provide you with the confidence of knowing that you have a well-thought-out plan in place to manage your wealth and achieve your financial objectives.


Learn more about the potential value of your business and whether selling is right for you.

Some attractive businesses for investors include:

Healthcare Business Services

  • Outsourced Services
  • Clinics and Practices
  • Pharmacy Services
  • Healthcare, IT, Devices, and Equipment
  • Wellness
  • Managed Care Services

Industrial Services

  • HVAC, Plumbing, Electrical and General Mechanical
  • Waste Management
  • Roofing
  • Construction and Engineering
  • Fire Safety and Security
  • Pest Control
  • Janitorial Services

Business Services

  • Marketing Services
  • Legal Services
  • Education and Training (B2B/B2C)
  • Insurance
  • IT Managed Services
  • Business Process Outsourcing
  • Government Contracting/ Aerospace and Defense
  • Human Capital

Food & Beverage

  • Craft Beer Manufacturers
  • Liquor Distilleries
  • F&B Distributors
  • Wineries
  • Wellness and Nutrition
  • Products and Services
  • Craft Coffee and Other Beverages


  • Beauty Products
  • Personal Services
  • Home Services
  • eCommerce and Retail
  • Media and Entertainment
  • Wholesalers
  • Private Label
  • Fitness and Wellness


  • Advanced Manufacturing
  • Contract Manufacturing
  • Producers and Processors
  • Supply Chain
  • Suppliers and Distributors
  • Paper and Packaging
  • Industrial

Find us on Facebook