Our process
From first conversation to closing.
A clear, well-organized path that keeps you informed and in control at every step.
Conversation
A confidential, no-pressure discussion about your business, your goals and your timeline.
Valuation
We look at your financials, operations and market position to understand what your company is truly worth.
Strategy & Buyer
We map out a clear plan and identify the right buyer for your business, your people and your legacy.
Negotiation & Diligence
We help you work through terms, documentation and due diligence with clear communication at every step.
Closing
We guide the transaction to the finish line so you can move on to what's next with confidence.
Step by step
What to expect along the way.
Selling a business involves many moving parts. Here's how we bring them together.
Step one
A confidential conversation
Every engagement starts with listening. We learn about your business, what you've built and what you want next, whether that's retirement, a new venture or a gradual transition.
We answer your questions honestly and outline what a sale could look like for you. There's no pressure and no obligation.
Your goalsYour timelineYour questions answeredStep two
Understanding your value
We review your financial performance, operations, customers, team and market position to understand what your company is truly worth and how buyers are likely to see it.
You'll get a clear explanation of the factors driving value, including those that may strengthen it before a sale.
Financial reviewOperations & teamMarket positionValue driversStep three
Strategy & the right buyer
Together, we build a plan that fits your priorities, whether that's price, timing, protecting your employees or preserving your legacy.
Then we identify the right buyer for your business. Information is shared only with serious, qualified parties who agree to keep it confidential.
Sale strategyBuyer fitConfidentiality agreementsStep four
Negotiation & due diligence
We help you evaluate offers, work through terms and prepare for due diligence, keeping communication clear so nothing catches you off guard.
We work alongside your attorney, CPA and other advisors to keep the process organized and moving forward.
Offer reviewTermsDue diligenceAdvisor coordinationStep five
Closing & transition
We guide the transaction to closing and help plan a smooth handoff for your employees, customers and the business itself.
You move on to your next chapter with confidence, knowing the company you built is in good hands.
ClosingTransition planYour next chapter
Be prepared
What helps owners get started.
You don't need everything in place to begin, but these materials help us understand your business faster:
- The last three years of financial statements and tax returns
- A current year-to-date profit and loss statement
- An overview of your key customers, suppliers and contracts
- Your team structure and key roles
- Information about equipment, real estate or leases
- Your personal goals for timing, involvement and legacy
Confidentiality
Your business stays protected.
We know that word getting out too early can unsettle employees, customers and suppliers. Discretion is built into every step.
Private conversations
What you share with us stays between us until you decide otherwise.
Qualified parties only
Detailed information goes only to serious buyers who have agreed to keep it confidential.
You stay in control
You decide when and how to tell your team, customers and partners.
Let's talk
Take the first step.
A confidential conversation is the easiest way to see what a sale could look like for you.