Most business sellers focus on one question: What is my business worth? But before a serious buyer can get comfortable with a price, they are asking a quieter question: What might happen after I take over?

In Episode 10, I turn to a small but important part of the offering summary: the first-year forecast on the executive summary page. Using a real-world machine-shop example, I explain why this compact box can shape a buyer’s understanding of future revenue, expenses, and cash flow—without pretending the future is guaranteed.

I also share practical guidance for making a forecast more believable, where sellers tend to overcomplicate things, and why a well-prepared offering summary is more than paperwork. It is part of the story a buyer must be able to see before moving forward.

If you have already gathered broker opinions of value and started describing your business, I will walk you through the next piece you may not want to overlook.

In this episode, I discuss:

• Why buyers need a view of the business under new ownership

• The role of a forecasted profit-and-loss statement in an offering summary

• What a real machine-shop sale can teach sellers about defensible projections

• The connection between cash flow to the owner, SDE, and buyer expectations

• The next executive-summary element: price and sales structure

➡️ Get Glen's book 📕 https://link.amazon/B0gZlHFSb

Connect with Glen:

📧 Email: glen@mycoloradobusinessbrokers.com

📞 Phone: 303-919-2694 - Leave a voicemail for a return call