What to expect when selling your business
While every business is different, most sale processes follow a proven path. Here are the stages you can expect when working with an M&A advisor.
Preparation and analysis
We begin by understanding your goals and evaluating the business. This includes reviewing financials, operations, and potential risks so we can determine how to best position the company and where preparation may add value.
Buyer research and marketing
We prepare confidential marketing materials and develop a targeted list of qualified buyers. Outreach is carefully managed to generate interest while protecting confidentiality.
Buyer engagement and management
As buyers engage, we manage communication, questions, and requests for information. We also help prepare you for meetings and site visits while minimizing disruption to daily operations.
Offer, negotiation, and deal structure
When offers are received, we help you evaluate them based on value, structure, and certainty of close. We then negotiate key terms and guide the process through the letter of intent.
Closing and transition
From due diligence through closing, we stay involved to keep the process moving forward. We coordinate with your legal, tax, and other advisors to support a smooth closing and transition.