The process
Eight steps. Built around how you actually sell.
Most owners come to us with a P&L and a story. We turn both into a sale. Here's the order of operations — start to finish, the way a fifteen-year broker would run it.
- 01
Tell us about your business
A 15-minute guided questionnaire on your business and your own economics. No spreadsheets required.
- 02
Get a comparative analysis
Industry-specific multiples and a range — not a fantasy number.
- 03
We build your marketing package
Your selling package — a buyer-ready Confidential Information Memorandum (CIM) and teaser, written for you.
- 04
Qualified buyers come to you
NDAs, buyer qualifications, and how to handle their first questions — all before they see your name.
- 05
Run a structured buyer-seller call
A four-item agenda: your background, the company's story, buyer questions, next steps. So you don't wing it.
- 06
Receive and analyze offers
LOIs and Asset Purchase Agreements side by side: price, seller carry, interest, non-compete, all the terms.
- 07
Coordinate due diligence
Bank-aligned, fatigue-free, with rules on what stays secret until post-close.
- 08
Close with confidence
Know what's coming. Notary or law office. Paperwork that won't surprise you.