Our Proven Process

At EBA, our mission is to guide you through a clear, and efficient business transition or advisory experience.

EBA’s business succession planning services are designed to help you gain clarity and equip you to achieve your goals.

Transition. Optimize. Transform.

Our Process

We are committed to building authentic, long-lasting relationships by providing comprehensive support for the purchase, sale, or growth of small businesses. As part of this commitment, we also offer strategic business succession planning services to help owners prepare for leadership changes, protect their legacy, and position their companies for long-term stability.

To do this, we have established a detailed roadmap that guides you through each phase of the business transition journey with clarity, structure, and confidence.

Business Succession Planning

Step 1

Introduction Meeting / Preliminary Valuation

We get to know you, your goals, and your business with a 90-minute in-person or virtual meeting. If you are interested in a potential sale, we will provide a preliminary valuation range based on the financial history of your business.

Step 2

Information Gathering

To fully understand your business we gather all the information needed to best tell the story and get you the exit you deserve.

Step 3

Business Valuation & Presentation

Utilizing the data gathered we produce a best in class valuation of your business accompanied by a CIM (Confidential Investment Memo) package. We then organize relevant documents and media into a secure tech stack for buyer review.

Step 4

Marketing Process

The marketing process begins with a targeted outreach to our database of vetted buyers. We provide access to the data room once Non-Disclosure Agreements (NDAs) are executed, tell the story to buyers, filter all questions, and organize top prospects to purchase.

Step 5

Offer Negotiation & Buyer Selection

We receive and review offers and provide guidance on the buyer fit based on price, terms, background and legacy. Once the buyer is selected, an exclusive due diligence period will begin.

Step 6

Due Diligence & Deal Structure Support

Upon execution of an offer letter we will guide you and the buyer on due diligence requests, pre-closing strategy, potential capital structures and financing options.

Step 7

Contract Negotiation & Execution

After due diligence is complete, our team will guide our client through the negotiation and execution of the purchase and sale agreement.

Step 8

Closing

We guide our client through all closing details as we push for their dream outcome.

Post-Closing Support

We are here to activate and equip you to pursue your dynamic next phase of life. We also provide transition assistance to the buyer to help protect your legacy.

Ready for your free valuation?

Step 1

(8-10 hours)

One-day Focus Session

A deep dive into your business to understand and optimize your operations.

Step 2

(16 - 20 hours)

Two-day Intensive

A thorough two-day workshop with your business, focusing on identifying key operational issues, strategizing improvements, and implementing actionable plans for immediate and long-term transformative change.

Step 3

(1 - 2 hours / month)

Monthly Check-in

Our monthly check-ins are designed to ensure ongoing accountability, establish consistent goals, and regularly fine-tune your business strategies for optimal performance.

Our Proven Process

Transition. Optimize. Transform.

Our Process

Business Succession Planning

Post-Closing Support

Target Outcomes

Engage the Experts

Start your business transition journey today!

Contact Us

Let's book a call and get you started!

Prefer not to wait?

Colorado

Central Texas

West Texas