SELL YOUR BUSINESS
A disciplined path from first conversation to closing.
Selling a business is a significant decision. Our four-phase process brings structure to the details, without losing sight of the person behind the business.
THE ROADMAP
Four phases. Twelve clear steps.
Prepare
Typically a few days
Discovery and confidentiality
We learn your goals, your business and what a successful exit means to you. Confidentiality comes first.
Financial review and recast
We examine the numbers and document adjustments to show what the business actually earns.
Valuation and readiness
We build a grounded view of value and identify anything worth addressing before going to market.
Package
Typically 1 to 2 weeks
Engagement agreement
We align on the scope, expectations and terms before moving forward.
Marketing package and data room
We prepare a credible presentation and organize the materials qualified buyers will need.
Engagement goes live
We bring the opportunity to market through a focused, confidential outreach plan.
Market
1 to 3 months if priced right
Buyer screening
We qualify interest, protect confidentiality and prioritize buyers who can execute.
Buyer and seller meetings
The right conversations help both sides understand fit and move forward with confidence.
Offers and LOI negotiation
We compare offers beyond price and negotiate the letter of intent with the full transaction in mind.
Close
Typically 2 to 3 months
Under contract
The letter of intent is signed by both sides and the transaction moves into diligence.
Due diligence and purchase agreement
Buyers verify the details while counsel works through definitive documents. Budget 60 to 75 days.
Closing and transition
We coordinate the final steps and help set up a practical handoff to the new owner.
Time on market depends most on pricing. Every business and transaction is different, so timelines are estimates, not guarantees.
For tax implications and expected proceeds, consult your own CPA and attorney.
LET’S TALK
Start with a confidential conversation.
We will listen first, then help you understand what a sale could look like.