The Sale Process

In a free, no-obligation introductory consultation, we get to know the business and its unique qualities. We will explain our services, methodology, and what to expect during the process of selling - all while ensuring complete confidentiality. Following this, we provide a complimentary valuation, revealing the business's value range, and pre-screen it with lenders to ensure the valuation aligns with current guidelines.

Once you partner with us, we'll get the business ready for sale. We compile all essential information into various marketing profiles that highlight the company’s key differentiators and assets, while keeping sensitive details and names confidential. These summary profiles, along with other materials, are then used to market the business to thousands of prospective buyers. Throughout this process, we take meticulous care to maintain the confidentiality of the business’s identity, using generic terms.

When inquiries come in as a result of marketing efforts, potential buyers are pre-screened. This ensures that they are both serious and financially able to purchase the business. We maintain strict confidentiality by utilizing non-disclosure agreements, reviewing proof of financial capability, and examining bios/resumes. Face-to-face meetings are then held to educate parties on the buying process. Before releasing any sensitive information, including a business's name, we present them to owners for approval.

The next step involves a meeting between the prospective buyer and seller. This meeting offers an excellent opportunity for getting acquainted, explaining the business in more detail, and addressing questions. The discussions during this meeting typically remain high-level, focusing on strategy, company history, the nature of the business, etc. Detailed fact-checking is usually conducted post-offer during the due diligence phase. After the meeting, many buyers also opt to perform a more detailed review of the financials to determine an exact offer amount.