There are experts who will come into your business and pretend to be an expert in all things. They will give you some good advice…and then they will cross the line into territory where they don’t belong.

Here’s what I mean. I’m an advisor, business broker, and a matchmaker between buyers and sellers. I am a business owner myself, and I have personally bought and sold companies. I am a licensed real estate professional. I am a confidante who respects every client’s discreet situation.

While I am very knowledgeable, for example, about a company’s financials or the areas where there is risk, I don’t pretend to be a CPA or attorney. I’m not a psychologist or marriage counselor, although that’s a common issue as business owners plan for life after they leave the business.

When I am asked questions outside the scope of my client work, I am honest when I say: I can give you an overview on this topic, and then you need professional advice from an expert who has a license, impeccable credentials, and a lifetime of experience in their field.

My own lifetime of experience is in advising business owners how to take the next steps in their business, whether that step is toward retirement, selling, growing, buying another company, partnering with family members, building up the company for employees to take over, or preparing for any other transition.

As far as other professionals you should also consult as you move forward, I advise you to:

1. Surround yourself with the very best people.
2. Make sure every category of expert is watching out for your personal and business interests.
3. Check references.
4. Ask deep questions that reveal an expert’s skill, knowledge, ethics and integrity.

The next part is very important:

● Be the kind of client those experts are proud to represent.
● Rise above pettiness, greed and grudges.
● Work to embody the very best version of yourself.

When you have a stellar, ethical team of experts on your side — and you put your best foot forward — you become a clear and shining example to your employees, those you do business with, your community, and your loved ones.

With 35 years of experience, Rock LaManna has empowered and advised owners on how to make better decisions. LaManna Alliance has the hands-on experience to keep you moving forward. Email [email protected] to inquire about services or start a confidential discussion.