Our journey begins with an initial meeting to learn about you and your business. This is a crucial step where we establish a foundation of trust and understanding to serve your interests better.

We conduct a comprehensive valuation of your business. Our analysis takes into account the perspectives of both appraisers and potential buyers, ensuring you understand your company’s full value.

We commit to you formally with a Business Listing Agreement, a document designed to better serve you and your business first, which outlines our responsibilities as your broker. You are welcome to have your attorney review it.

We market your business confidentially across several platforms, specifically targeting qualified buyer prospects. Our comprehensive plan includes email campaigns, direct outreach to potential buyers, and social media advertising. Our meticulously designed marketing materials, including a robust offering memorandum, enhance your business’s appeal.

We utilize our network of local and national lenders to pre-approve your business for financing, enabling us to pre-qualify buyers and present them with suitable loan offerings and programs.

With your business ready, we bring your listing to market using three strategic methods:

• Direct exposure to our existing buyer database.
• Broad dissemination through our marketing channels.
• Targeted outreach to potential synergistic buyers.

As interested buyers approach, we strictly maintain confidentiality while evaluating their suitability. We screen potential buyers based on industry experience, ownership intentions, and financial capacity, ensuring only the most suitable parties gain access to your business information.

As offers start to flow in, our team of seasoned brokers aids you in navigating the negotiations, ensuring the best possible deal. Our team will guide you through every step from Letters of Intent, drafting Purchase Agreements, to managing Due Diligence and overseeing the closing.

Once an offer is accepted the buyer will be granted an exclusive diligence period to verify all aspects of the business. They’ll have access to financial records and operations, reaffirming the claims about the business.

After successful due diligence, the buyer and seller sign the final documents, and the funds get transferred, completing the transaction, and beginning the buyer transition into ownership.

Post-closing, you’ll help the new owner get acquainted with the business, its employees, vendors, etc., during a pre-negotiated transition period. This hands-on process ensures a smooth changeover, for passing on your business’s legacy.