How to Sell Your Business:
A 7-Step Process

We start with a confidential conversation to understand your business, your financial goals, and your ideal timeline for exit. Our senior advisors give you an honest assessment of market conditions, realistic value expectations, and whether now is the right time to sell. You’ll leave this call knowing the business valuation process, who the most likely buyers are, and what - if anything - you should address before going to market. There is no charge and no obligation.

Our team conducts a comprehensive analysis of your revenue, EBITDA, industry benchmarks, customer concentration, and comparable transactions to establish a realistic market value range.

This is not a formula estimate - it’s a number grounded in actual closed deals in your sector. The valuation report becomes the foundation for your listing strategy and pricing expectations, and you receive it at no cost.

Once we have earned your trust and you decide to move forward, we enter into an exclusive listing agreement that authorizes us to represent your business. There are no upfront fees — our compensation is entirely success-based. We then prepare your Confidential Information Memorandum (CIM) - a professional marketing document that presents your business to buyers without revealing your identity until NDAs are signed.

We market your business discreetly to our network of thousands of vetted buyers - private equity firms, independent sponsors, strategic acquirers, and high-net-worth individuals - using targeted, NDA-protected outreach. We screen every buyer for financial capability and genuine intent before you speak with anyone. Only qualified, NDA-signed buyers receive your CIM. After evaluating interest and negotiating initial terms, we secure a Letter of Intent (LOI) from the selected buyer.

Once an LOI is signed, the buyer enters a formal due diligence period - typically 30–60 days - during which they verify your financials, legal documents, contracts, and operations. Our team manages this process on your behalf: coordinating document requests, maintaining deal momentum, and addressing buyer concerns promptly. You continue running your business while we keep the transaction on track.

After due diligence is complete, we help manage the final purchase agreement - a legally binding contract that outlines the purchase price, deal structure, transition terms, and any post-closing obligations.

This document is often created by the buyer.  You and an attorney will review the document ensuring it is consistent with the LOI document.

The final step is the legal and financial closing of the transaction. Ownership is officially transferred, funds are disbursed, and any transition assistance outlined in the purchase agreement begins.

Our team coordinates the closing process with your attorney and the buyer’s team to ensure a smooth handover. At closing, you’ve successfully sold your business - congratulations on reaching this milestone.