route?” He called the phone number in the ad and spoke with the business broker who
was handling the sale.
It turned out that the route was in Queens, New York, not far from where Lane and his
wife, Annabelle, lived. It was a one-person operation. The individual owned the
company for 20 years and took home about $65,000 a year. He wanted $200,000 for the
business, but he was willing to help finance the deal. If Lane would put $60,000 down,
he could pay the balance over five years at 10 percent interest, or about $35,000 a year.
That would leave Lane with an annual income of $30,000 until the debt was paid.
Combined with Annabelle’s salary, it would be enough to make ends meet. If he worked
hard, moreover, he could expect his sales, and his income, to grow by 10 to 15 percent a
year.
It seemed perfect. Lane went to meet with the owner and returned sounding even more
enthusiastic. “This is a can”t-miss deal,” he told his wife. “The guy has signed contracts
with all the places he delivers to, and none of them is more than 25 miles from here. I
could do the entire route in seven hours.”
However, Annabelle wasn”t buying. “You”re not quitting your job until you talk to an
expert,” she said. Lane agreed to meet with a broker.
On the date of the meeting, Lane brought all his paperwork along. He laid out the terms
of the deal in great detail. “What do you think?” he asked.
The broker said, “Tell me something, Marty. Do you like this business?”
He shrugged. “I can”t really say. I haven”t tried it yet.”
“What’s involved in it besides picking up the bread and delivering it to the stores?”
“I”m not sure,” he said. “Whatever it is, it can”t be that complicated.”
“What happens if the truck breaks down?” “I don”t know,” he said. “I guess I”ll just
work it out.”
After asking Lane a series of questions along those lines, the broker finally said,
“Listen, Marty. You want to know if this deal makes sense from a financial standpoint.
That’s easy to check. The guy has an income tax return, and his sales are verifiable. This
isn”t a cash business, after all. He sells to delis and supermarkets. They pay by check.
We can go over his expense figures and make sure they”re realistic, but my guess is that
the deal is OK. If you”re asking me whether I could negotiate him down a little, the
answer is probably yes.”
Lane turned to his wife: “See, I told you he”d approve.”
The broker said, “I didn’t approve anything. Only you can do that, and you”re not ready
to.”
“What do you mean?” he asked.
“You haven”t done your homework,” the broker said. “You don”t know what you”re