Our Process
A proven path to exceptional outcomes
Selling a business is complex. Our structured process reduces uncertainty, protects your interests, and consistently delivers results that exceed expectations.
Initial Consultation
Week 1-2
We begin with a confidential conversation to understand your goals, timeline, and expectations. This is an opportunity to assess fit: whether we can add value, and whether you're ready to proceed.
Key Deliverables
- Preliminary business assessment
- Market positioning overview
- Indicative valuation range
- Process timeline and next steps
Preparation & Positioning
Week 3-6
We develop comprehensive marketing materials that present your business in its strongest light. This includes detailed financial analysis, market positioning, and identification of key value drivers.
Key Deliverables
- Confidential Information Memorandum (CIM)
- Executive summary / teaser
- Financial model and projections
- Buyer target list development
Controlled Outreach
Week 7-12
We approach qualified buyers with precision: strategic acquirers, private equity firms, and other relevant parties. All outreach is confidential and controlled, protecting your business reputation.
Key Deliverables
- Targeted buyer outreach
- NDA management
- Initial buyer meetings coordination
- Interest tracking and feedback
Negotiation & Due Diligence
Week 13-20
We manage competitive tension among interested parties, coordinate due diligence, and negotiate deal terms. Our goal is to maximize your outcome while minimizing disruption to operations.
Key Deliverables
- LOI negotiation
- Due diligence coordination
- Deal structure optimization
- Legal and tax advisory coordination
Close & Transition
Week 21-24
We guide you through final documentation, closing mechanics, and transition planning. Our involvement doesn't end at signing. We ensure a smooth handover.
Key Deliverables
- Definitive agreement review
- Closing coordination
- Transition support
- Post-close advisory
Why process matters
The difference between a good outcome and an exceptional one often comes down to process discipline. Running a competitive sale, managing buyer dynamics, and maintaining confidentiality require experience and attention to detail.
Our process has been refined over hundreds of transactions. Every step is designed to maximize value, minimize risk, and protect your interests throughout.