Our Process
How It Works
A clear, confidential, step-by-step process designed to protect what you’ve built and position your business for a successful sale.
Selling a business is a major decision. Meritus Group guides owners through valuation, positioning, buyer outreach, negotiation, and closing with a disciplined process built around discretion, strategy, and professionalism.
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STEP 1 | INITIAL CONSULTATION
Initial Client Intake
We start with a confidential conversation to understand your goals, timing, and the business you’ve built. You’ll leave with clarity on next steps and what a successful exit could look like.
STEP 2 | OPINION OF VALUE
Confidential Opinion of Value
We provide a market-informed opinion of value based on financial performance, operations, industry dynamics, and buyer demand, so you can make decisions from a position of confidence.
STEP 3 | ENGAGEMENT & STRATEGY
Business Listing Agreement
Once you’re ready to move forward, we formalize the relationship and outline expectations, communication, confidentiality, and the strategy we’ll use to take your business to market.
STEP 4 | MARKET POSITIONING
Strategic Positioning & Preparation
Before outreach begins, we refine the narrative, strengths, and buyer fit. This includes preparing marketing materials, identifying key value drivers, and addressing items that could slow diligence.
STEP 5 | BUYER QUALIFICATION
Buyer Pre-Qualification
We vet buyers for seriousness, capacity, and alignment. Where applicable, we confirm proof of funds or financing readiness before confidential information is shared.
STEP 6 | GO TO MARKET EXECUTION
Confidential Marketing & Outreach
We launch a targeted outreach strategy, leveraging buyer networks, direct outreach, and platform visibility (when appropriate) to generate qualified interest while protecting confidentiality.
STEP 7 | BUYER SCREENING
Vetting Buyers
Not every buyer is the right buyer. We screen for intent, experience, financial capability, and alignment, so you’re not wasting time on conversations that don’t lead to close.
STEP 8 | OFFERS & NEGOTIATION
Offer Review & Negotiation
We manage the offer process, evaluate terms, and negotiate for the strongest outcome—not just on price, but on structure, timing, contingencies, and risk.
STEP 9 | DUE DILIGENCE
Due Diligence & Risk Management
Once under contract, we coordinate diligence, document requests, and communication so the deal stays organized and moving forward with minimal disruption to operations.
STEP 10 | CLOSING
Closing & Transfer
We guide the closing process with attorneys, lenders, and CPAs as needed, ensuring documents, timelines, and final terms are executed cleanly and professionally.
STEP 11 | POST-SALE TRANSITION
Seller Transition Support
A strong close includes a strong handoff. We support a practical transition plan, training, introductions, timelines, and expectations, so continuity and reputation are protected.
Already have a buyer in mind? Selling to an employee, partner or family member comes with a reduced commission.