7 Step Sales Process

We begin with a confidential consultation to understand your business, its financial standing, operational structure, and your personal goals for selling. We discuss potential market opportunities, current industry trends, and the best strategies to position your business for maximum value.   

Our team conducts an in-depth analysis of your company’s financial performance, industry benchmarks, competitive positioning, and market demand. This valuation provides a clear understanding of your business’s worth and helps set realistic expectations for the sale process.

Once you decide to move forward, we enter into a formal listing agreement. This agreement allows us to legally represent your business in the sale process.  No fees until we close on your business.  We then begin preparing essential marketing materials, including a Confidential Information Memorandum (CIM) that highlights your business’s strengths, financials, and potential growth opportunities.

We discreetly market your business to our extensive network of qualified buyers, including private equity firms, strategic acquirers, and high-net-worth individuals. We screen potential buyers to ensure they are serious and financially capable. After negotiating the best possible terms, we secure a Letter of Intent (LOI) from the selected buyer, which outlines key deal terms and conditions.

Once an LOI is signed, the buyer conducts a due diligence process. This involves reviewing financial records, legal documents, contracts, operational details, and customer data. Our team works closely with you to facilitate document requests, address buyer concerns, and maintain transaction momentum while ensuring transparency.

After successful due diligence, we negotiate the final purchase agreement, ensuring that all deal terms are structured to protect your interests. This legally binding contract outlines the financial terms, transition period, and any remaining obligations for both parties.

The final step involves 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 ensures a smooth closing process and facilitates any post-sale transition planning required to protect the integrity of your business.