Hidden Assets That Add Value When You Sell Your Family Business | 907

When it comes time to sell a family business, owners often overlook assets that can dramatically increase valuation. In this episode, Dave Lorenzo reveals the hidden assets buyers will pay a premium for—and how to protect and maximize them.

Key Topics Discussed
  • Intellectual Property
    • Why trademarks, copyrights, patents, and trade secrets boost value.
    • How protecting and enforcing them can add millions to your sale price.
    • The role of an intellectual property attorney in safeguarding your assets.
  • Customer List
    • Understanding the true value of customer lifetime relationships.
    • How a clean, accurate, and secure customer list drives recurring sales.
    • Why buyers see your customer list as a direct path to growth.
  • Recurring Revenue
    • How recurring revenue models (maintenance, memberships, subscriptions) build predictable future profit.
    • Why predictable, autopilot income increases your valuation multiple.
    • Examples of recurring revenue that make your business more attractive to buyers.
Links and Resources
Call to Action

Focus on protecting your intellectual property, maintaining a clean and secure customer list, and building recurring revenue streams today. Doing so will make your business worth significantly more tomorrow.

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