Seller Success Program
Reserved for clients enrolled in Polymath Partners' CFO Growth Allianceor DealShield™ services. Designed to provide comprehensive support through every stage of business sales, mergers, acquisitions, and dissolutions, this program integrates legal, tax, and financial expertise to maximize your business's value while securing your financial future.
Program Benefits
Legal Review for Compliance
Our legal team will conduct a thorough review of tax compliance and federal securities and regulatory statutes to ensure your deal is compliant at every stage.
Contract Review & Negotiation
We provide expert contract review services, including NDAs, Deal Documents, and Contractor Agreements, in applicable jurisdictions (see legal disclosure). Our team also supports negotiations with business brokers and potential buyers to safeguard your interests.
Due Diligence Support
From the start of the deal to closing, we offer comprehensive due diligence assistance, helping you navigate key questions and ensuring nothing is overlooked.
Financial Packaging (Exclusive to CFO Growth Alliance Clients)
We help package your financials to present the best possible picture to potential buyers, ensuring clarity and accuracy throughout the process.
Exit Strategy & Succession Planning
Our experts will help you develop a custom exit strategy to maximize the value of your sale. We also work with you to create a seamless succession plan for your business and assets.
Entity Dissolution & Final Tax Filings
Once the deal is complete, we handle the dissolution of your old entities and prepare final tax reports and returns, ensuring a clean exit.
Who Is Eligible?
This program is offered exclusively to clients on the CFO Growth Allianceor DealShield™plans, ensuring you receive ongoing financial and legal support as part of your comprehensive service package.
