We begin with an introductory meeting to understand your goals, business specifics, and to outline the overall process.

A confidentiality agreement is signed to ensure that all shared information remains secure and private throughout the process.

We request detailed financial documents to gain a comprehensive understanding of your business’s performance.

We conduct an in-depth analysis of your financial records to identify strengths, weaknesses, and opportunities.

We provide an initial market valuation range based on your financials and current market conditions in order to set realistic expectations.

We review the preliminary valuation with you including the drivers, detractors and strategies to maximize your business value pre-sale.

Once you decide to proceed, we formalize our partnership with an engagement agreement, discuss roles for each party and set milestones.

We help you gather documents that potential buyers will require, including: financials, operational procedures, legal information, insurance details, employee information, client details, and vendor records.

We conduct an interview to gather detailed business insights for the Confidential Information Memorandum (CIM), which outlines all key aspects of your company used to attract buyers.

We create an anonymous teaser summary that is presented to the buyer market and a compelling CIM for interested buyers who complete a confidentiality agreement.

We initiate targeted marketing efforts to reach qualified buyers through our extensive network.

We begin selecting the most suitable buyers for deeper engagement by evaluating IOI’s, non-binding purchase offers that outline preliminary terms, price, and strategic fit of the buyer.

We meticulously negotiate and review each formal offer, ensuring alignment with your business goals and offering expert guidance on the terms and conditions of each LOI to help you select the most favorable offer.

The selected buyer conducts a thorough due diligence process to verify all aspects of your business, including financial records, operations, legal matters, and more. We manage this phase to minimize disruptions to your business, keeping you informed and supported throughout.

Once a Purchase Agreement is drafted by the buyer’s attorney and reviewed by your attorney, we facilitate the process by ensuring all legal and financial conditions are met to pave the way for a smooth closing.

After all parties have finalized and signed the Purchase Agreement, we ensure the final closing process is seamless and efficient by coordinating the transfer of funds, ensuring all contractual obligations are fulfilled, and handling the formal transfer of business ownership.