Our Process
From consultation to closing
Every engagement follows a structured, confidential process designed to maximize value and minimize risk for our clients.
- 01
Discovery & Consultation
We start by understanding your goals, timeline, and financial position — no cost, no commitment.
- 02
Business Valuation
We review the financials and provide a realistic market valuation based on comparable transactions.
- 03
Strategy & Preparation
We position the business for sale, or align buyers with the right opportunities in the market.
- 04
Marketing & Outreach
We leverage our network and national platforms to attract qualified, financially capable buyers.
- 05
Negotiation & Due Diligence
We structure the deal and manage the entire process confidentially from LOI through diligence.
- 06
Closing
We coordinate every party — lender, attorney, landlord, escrow — to get the transaction across the line.
Confidential From Day One
Employees, competitors, and vendors don’t learn about a sale until you’re ready. Buyers are qualified and put under NDA before any sensitive information changes hands.
What's your business worth?
Finding out what your business is worth is the first step toward preparing it for a sale. We'll run a market analysis showing where you stand against similar businesses — free of charge.