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.

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

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.

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.

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.

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.

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

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