Professional, Confidential Help

For business owners looking to exit their business

Services offered

Selling your business is a complex undertaking that has many risks. To make the most of the onetime opportunity to sell your business, it pays to work with a company that understands the risks and the critical steps involved.

1. Pre-sale discussion to identify and agree on objectives

5. Manage buyer inquiries, get NDA in place and decide on potential candidates

2. Plan and set the timeline for the sales process

6. Release confidential information, answer questions and hold buyer meetings


3. Prepare information for marketing and eventual due diligence purposes

7. Collate and evaluate offers, and agree on Letter of Intent (LOI) for moving forward with sale

4. Go to market to find and attract the right types of buyers

8. Accept LOI, and complete negotiations, due diligence, and closing documents. Finalize transaction and exit

Why do I need help to sell my business?

confidentiality is essential

Talking to potential buyers without having a fully executed Non Disclosure Agreement (NDA) in place is highly risky. Any competitor who knows your company is for sale can share this information with suppliers, buyers, customers, other competitors and your staff members without restriction or recourse. We ensure thatmake sure we have a NDA in place before anyone else knows your company is on the market.

separating time wasters from serious buyers

Let’s say that a competitor wants to buy your business. How do you know they are serious? Are they simply gathering information that they will then use against you? If they know they are the only interested buyer, they might not be incentivized to make you the best offer. Would another buyer pay more or offer a better deal structure for you and your company when the sale closes? We know how to ensure the best outcome for your sale. 

How do you continue to run your business while selling?

Maintaining your business performance through the sales process is crucial. Every additional dollar of profit could add several to the sales price. How can you focus on your business while handling and vetting buyers, fulfilling their document requests, managing the due diligence process, and liaising with attorneys, CPAs and other advisors?

During the sales process, your company is under the microscope. It needs to continue to run like a well-oiled machine and deliver the highest possible cash flow in order to give buyers confidence in its value. We take on the details of the sales process so that you can keep your business operating at peak performance levels.

when do you ask for advice?

Running a successful business is not the same as selling it, and it’s unlikely that you have experience with the various stages of the sales process specific to business sales. We usually see a doctor when ill, an attorney for legal advice and a CPA for financial advice, so why would you risk everything that you’ve spent years building by trying to sell it yourself?

Why having an intermediary between you and the buyer is highly recommended

Dealing directly with a buyer can be problematic. When negotiating deal terms, tempers can flare, egos can intervene and deals can fall apart. Working with an  intermediary puts a buffer between you and the buyer and helps the deal progress while preserving your relationship with the acquirer. This is especially important if you will both be working together in the near to medium term.