The Process

How selling your business works

A typical business sale takes 6-12 months from engagement to close. Here's what happens at each stage — and what I handle for you.

Phase 1

Month 1-3

Valuation & Preparation

We assess what your business is worth, identify what's holding back your valuation, and fix what we can before going to market.

Comprehensive business valuation based on financials, industry multiples, and market conditions
Identify value drivers and risks — owner dependence, customer concentration, financial gaps
Clean up financials, document processes, and address issues that cost you at the table
Prepare a Confidential Information Memorandum (CIM) that positions your business to buyers

Phase 2

Month 3-6

Your business is presented confidentially to qualified buyers — PE firms, search funds, strategic acquirers, and individual operators.

Targeted outreach to our network of 19,000+ vetted buyers
Confidential marketing — your identity is protected until buyers are qualified and sign NDAs
Screen and qualify buyer interest to focus on serious, well-funded prospects
Manage facility tours, management presentations, and buyer questions

Phase 3

Month 5-8

Multiple offers create leverage. I help you evaluate not just price, but deal structure, earnout terms, and closing certainty.

Review and compare offers — price, structure, cash at close, earnouts, transition terms
Negotiate on your behalf to maximize total value and minimize risk
Guide you through the Letter of Intent (LOI) and exclusivity period
Advise on deal structure and tax implications with your CPA and attorney

Phase 4

Month 7-10

Buyers verify everything. This is where clean books, documented processes, and solid preparation pay off.

Organize and manage a virtual data room with all required documents
Coordinate with buyer's team on financial, legal, and operational due diligence
Navigate working capital negotiations and purchase agreement terms
Manage the closing process — legal review, fund transfer, and ownership transition

Whether you're ready to sell or just exploring, a free 30-minute call will give you clarity on your options.