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How it works

A proven process, step by step.

Five phases designed to maximize value and minimize risk, with you informed and in control at every stage.

Start with step one
  1. 1

    Initial consultation

    Week 1

    A confidential conversation about your business, your goals and your timeline. There is no cost and no obligation.

    • Your reasons for selling and what a successful outcome looks like
    • A first look at the business and its market
    • Whether now is the right time, or what to work on first
  2. 2

    Valuation and strategy

    Weeks 2 to 4

    We review your financials, recast earnings and build a value range. Then we agree the plan: who the likely buyers are, how to position the business and what terms matter most to you.

    • Financial review and normalized earnings
    • Opinion of value and pricing strategy
    • Buyer universe and go-to-market plan
  3. 3

    Marketing and outreach

    Months 1 to 3

    We prepare the marketing materials and approach buyers quietly. Your company is not named until a buyer has signed a non-disclosure agreement and been qualified.

    • Blind teaser and confidential information memorandum
    • Targeted outreach to strategic and financial buyers
    • Buyer qualification, calls and management meetings
  4. 4

    Negotiation and due diligence

    Months 3 to 6

    We bring offers to the table, compare them side by side and negotiate the best combination of price and terms. Once you accept a letter of intent, we manage due diligence to keep the deal on track.

    • Letters of intent and competing offers
    • Price, structure and terms negotiation
    • Due diligence management and issue resolution
  5. 5

    Closing and transition

    Months 6 to 9

    We work with your attorney and CPA through the purchase agreement and closing, then support a smooth handover to the new owner.

    • Purchase agreement and closing logistics
    • Coordination with attorneys, accountants and lenders
    • Transition planning for employees, customers and suppliers

Timing is typical, not guaranteed. Most sales of established businesses take six to twelve months from engagement to closing, depending on preparation, market conditions and buyer financing.

Your part

What we will need from you.

  • Three years of financial statements and tax returns, plus year-to-date figures
  • Time for a few working sessions as we build the materials
  • Availability for calls and meetings with qualified buyers
  • Prompt responses during due diligence
  • Your attorney and CPA, or our help finding them
Begin your process

Ready to explore
your options?

Whether you’re thinking about selling, seeking an acquisition, or simply want to understand your business’s market value, every conversation starts with a confidential 30-minute call.

Schedule a consultation