How We Sell Your Business
Every engagement follows the same disciplined process — from the first conversation through closing. Here is what happens, step by step, on both sides of the table.
How We Sell Your Business
Every engagement follows the same disciplined process — from the first conversation through closing. Here is what happens on your side of the table.
Step 01
Discovery & Engagement
We start with a confidential conversation. We learn what you built, why you are selling, and what a successful outcome looks like to you. No pressure, no obligation — just an honest assessment of where you stand and what is possible.
Step 02
Valuation & Financial Recast
Our accounting team recasts your financials to show the true earnings a buyer is acquiring — not the tax-minimized numbers on your returns. The result is a defensible valuation that buyers and their lenders can trust.
Step 03
CIM & Marketing Production
We produce a 40+ page Confidential Information Memorandum, a custom listing website, and a professional video — all written from the buyer's point of view. These are the materials that separate a business that sells from one that doesn't.
Step 04
Buyer Outreach & Qualification
We go to market with strategic and targeted outreach to the buyers most likely to want your business. Every prospective buyer signs an NDA and is qualified before any details are shared. Confidentiality is protected at every step.
Step 05
Offers & Negotiation
Multiple qualified buyers compete. We manage the negotiation, not just the price — terms, structure, and contingencies all matter. We help you evaluate each offer and choose the one that gives you the best combination of value and certainty of close.
Step 06
Closing & Transition
We coordinate due diligence, financing, legal, and the final paperwork. We manage the timeline, the contingencies, and the details that cause deals to fall apart — so the offer you accepted becomes the check you deposit.
How We Manage the Other Side
Selling your business is only half the process. Here is what happens on the buyer side — the work that turns interest into a closed deal.
Step 01
Buyer Identification
We identify the buyers most likely to recognize the value in your business — strategic acquirers, financial buyers, and private groups active in your industry. We do not wait for buyers to find us. We go to them.
Step 02
NDA & Qualification
Every buyer signs a confidentiality agreement and is qualified before receiving any sensitive information. We verify financial capacity, industry fit, and seriousness — so only genuine, capable buyers see your details.
Step 03
Value Articulation
We present your business the way a buyer needs to see it — the recast financials, the growth story, the operations, the team, the customer base. The CIM, the website, and the video all work together to make the value visible.
Step 04
Buyer Education
We answer the buyer's questions thoroughly and promptly. We provide the detail a serious buyer and their advisors need to build confidence — and we manage the flow of information so confidentiality is never compromised.
Step 05
Financing Support
Many deals fail because the buyer cannot secure financing. We work with buyers and their lenders to support the financing process — providing the documentation, the recast, and the narrative that a lender needs to underwrite the acquisition.
Step 06
Deal Structuring
Price is only part of a deal. We help the buyer and seller find a structure that works for both sides — terms, earnouts, transition periods, and non-competes — so the deal closes and the value holds.
Ready to Begin the Process?
A confidential, no-obligation conversation. The honest first step toward a successful sale.
Request a Confidential Valuation