Our Process

You spent your most valuable asset, your time, building and growing your company. That is why we developed a 7-step process that we use to get top dollar for your business buy doing our homework about your market.

INITIAL CONSULTATION

Step 1

Initial consultation: Companies interested in selling their company's value will schedule a free 1-2 hour consultation with our office to discuss their business and future plans.

VALUATION & EXIT PLANNING

Step 2

After understanding the company's plans, we analyze 2-4 years of financials and conduct a management and operations analysis. This process typically takes 1-3 weeks, after which we present the valuation and operations report to the owners.

PREPARING FOR MARKET

Step 3

If the company is deemed ready, we prepare a listing agreement and conduct a comprehensive interview and site visit to create a top-notch Confidential Information Memorandum for showcasing the company to prospective buyers.

CONFIDENTIAL ADVERTISING

Step 4

We employ a confidential process using Non-Disclosure and Financial Disclosure Documents to maintain the company's identity and ensure prospects have the financial capacity to purchase.

FINDING POTENTIAL BUYERS

Step 5

We identify and engage with individuals or groups most likely to purchase the business and start accepting offers. We work closely with sellers to select a buyer that aligns with their financial and emotional objectives.

DUE DILIGENCE AND CLOSING

Step 6

Once a buyer is selected, we initiate the due diligence and closing process, which typically lasts 45-90 days, depending on the deal size and industry.