We begin by gaining a deep understanding of your business. The more we know about your company, its strengths, and your reasons for selling, the better we can position it for the market. Our initial discussion allows us to gather important details while maintaining complete confidentiality to ensure no information is disclosed to employees, customers, or competitors.

Next, we analyze your financial data to determine a fair asking price range. While you ultimately set the price, this analysis provides a foundation and helps compare your business to similar ones on the market, ensuring it’s positioned competitively.

We discreetly market your business to potential buyers, sharing only essential but generic information to protect your identity. This ensures interested buyers are drawn in without compromising confidentiality.

When a potential buyer inquires, we begin a thorough vetting process to confirm their financial capacity, experience, and qualifications. Proof of Funds is required before any further steps, and we secure a signed Non-Disclosure Agreement before sharing detailed information about your business.

If the buyer remains interested after the introductory meeting, we help them draft a Letter of Intent (LOI). This non-binding document outlines their intent to proceed and signals the beginning of the Due Diligence phase. Once Due Diligence is completed, a formal offer, including price, conditions, and terms, is submitted for the seller’s review.

During Due Diligence, the buyer and their team review all necessary documentation to ensure transparency and to address any concerns or discrepancies that could affect the deal.

The final step is closing the deal. This typically takes place at an attorney’s office or your business location. We ensure a smooth transfer of funds to the seller and the handover of ownership and assets to the buyer, marking the completion of the transaction.