Our process

From first call to closing, step by step.

Every business is different, but the order of a sale is consistent. Here's what happens at each stage and what we'll need from you.

We talk about the business, your goals, and your timeline. If you're not ready to sell, we'll say so and suggest what to work on first.

From you About 30 minutes and a general picture of the business

We review your financials, recast earnings, and give you a realistic price range with the reasoning behind it.

From you Three years of tax returns and financial statements

We address what we can before going to market and write the buyer package that presents the business.

From you Answers to our questions and review of the package

We reach likely buyers with a blind listing. Interested buyers are screened and sign an NDA before they learn which business it is.

From you Approval before any buyer gets identifying details

We set up meetings with serious buyers, negotiate letters of intent, and manage the buyer's review of your business.

From you Buyer meetings and document requests during diligence

We coordinate attorneys, lenders, and accountants through closing, and help plan your handoff to the new owner.

From you Signing, and the transition period you agreed to

Confidentiality

How we keep a sale quiet.

Blind listings. Marketing describes the business without naming it or giving away its location.
NDAs first. No buyer learns which business it is until they've signed a nondisclosure agreement.
Screening. Buyers are vetted before they get financials or meet you.
Your approval. You decide who gets identifying information.
Discreet meetings. Buyer meetings and site visits are scheduled around your staff.

Start with a confidential conversation or the free readiness assessment. No pressure, no obligation.