Our Proven 7-Step Process
Selling a business is a journey. Our structured, proven process guides you through every stage, ensuring nothing is overlooked and you achieve the best possible outcome.
What to Expect
Most business sales take 6-12 months from start to close. Here's what that journey looks like.
We begin with a confidential conversation to understand your business, goals, and timeline for selling.
- Confidential discussion about your business
- Understanding your goals and motivations
- Reviewing your timeline and expectations
- Initial assessment of marketability
- Discussing our process and services
We conduct a comprehensive financial analysis to determine an accurate, market-based valuation for your business.
- Collecting and analyzing financial documents
- Normalizing earnings and cash flow
- Applying multiple valuation methodologies
- Industry comparison and benchmarking
- Detailed valuation report presentation
We prepare your business for sale with organized documentation and professional presentation materials.
- Organizing financial and operational records
- Creating Confidential Information Memorandum
- Preparing data room documentation
- Addressing potential buyer concerns proactively
- Coaching on buyer presentations
Your business is confidentially marketed to qualified buyers through our network and strategic advertising.
- Creating blind listing for confidentiality
- Targeted marketing to qualified buyers
- Leveraging our buyer network
- Managing all initial inquiries
- Requiring NDAs before sharing details
We screen potential buyers, coordinate meetings, and negotiate terms to achieve the best deal for you.
- Screening buyer financial capability
- Coordinating buyer meetings and tours
- Reviewing and negotiating offers
- Structuring deal terms favorably
- Preparing and negotiating Letter of Intent
We coordinate the buyer's due diligence process, working with your team to provide information efficiently.
- Managing virtual data room
- Coordinating document requests
- Working with accountants and lawyers
- Addressing buyer questions and concerns
- Maintaining momentum through the process
We guide you through final documentation, closing procedures, and help ensure a smooth transition.
- Coordinating closing documentation
- Final walkthrough and verification
- Closing day coordination
- Fund transfer management
- Post-sale transition support
Timeline Overview
Understanding the typical timeline helps set realistic expectations
Typical total timeline from start to closing
Average time to find a qualified buyer
Typical due diligence period
Common Questions About the Process
Can the process be faster?
Yes, some businesses sell faster than the typical timeline, especially if they're well-prepared, priced appropriately, and there's strong buyer demand in the market. Being prepared before going to market can significantly reduce the overall timeline.
What can slow down the process?
Common delays include disorganized financial records, unrealistic pricing expectations, difficulty finding qualified buyers, and issues discovered during due diligence. Our preparation process helps minimize these risks.
Do I have to use all seven steps?
Our services are flexible. If you've already completed certain steps (like getting a valuation) or have a buyer in mind, we can adapt our services to meet your specific needs. We offer packages for different scenarios.
Ready to Start?
The first step is a free, confidential consultation to understand your situation and goals.
Schedule Free Consultation