Prepare & position
Understand the business, review the financial story, surface risks, and develop a pricing and marketing strategy.
03 / THE SALE PROCESS
Know the next step.
And why it matters.
Each business needs its own strategy. A consistent process gives that strategy a path from the first conversation to the closing table.
Talk through your situationReach & qualify buyers
Present the opportunity to relevant buyers, manage confidentiality, and assess financial capacity and fit.
Evaluate & structure
Compare price alongside cash at closing, contingencies, seller financing, transition duties, and execution risk.
Coordinate & close
Work alongside the parties’ attorneys, accountants, lenders, and other advisors to navigate diligence and closing requirements.
BEFORE WE TALK
A few common questions.
What if I’m not ready to sell yet?
The best time to start planning and exit is 3 - 5 years in advance. The second best time is now. We can discuss your timeline, the factors that influence value, and the issues you may want to address before going to market.
Will my employees or competitors know?
Confidentiality is central to the process. We discuss how the business is described publicly, how buyers are screened, and when identifying information is shared.
How do you determine what my business is worth?
We consider financial performance, supportable adjustments, industry and market context, transferability, and the likely buyer universe. A useful pricing discussion requires reviewing the business’s records. I do not ask seller's for sensitive business information until I have established trust.
What should I bring to the first conversation?
Start with your goals, approximate revenue and earnings, ownership structure, and ideal timeline. We can then identify which financial statements and other records are needed for a more detailed review.
How are fees structured?
Scope and fees are discussed directly on the first call. I work on a 100% commission basis and everything I do is free for you until I sell your business.
Let’s talk about your next chapter.
Start with a conversation about your business, your goals, and the questions on your mind.
Let’s talk ↗