Our process is fast and easy to understand.
We breakdown M&A and simplify the entire process for operators & founders. We’re here to help guide you every step of the way.
Step 1: Consultation
Our journey together begins with a confidential consultation to discuss your selling goals, timeline, and any particular needs or concerns. This meeting is crucial for crafting a customized strategy that aligns with your specific objectives.
Step 2: Valuation
We conduct a comprehensive valuation of your business, employing both industry-standard and innovative methodologies. This dual approach ensures your business’ financial performance and unique attributes are accurately represented in its valuation.
Step 3: Market Positioning
Our team meticulously crafts your business’ market positioning, emphasizing its unique selling points to attract the ideal buyers. Through strategic marketing, we ensure your business shines in the competitive landscape, all while upholding the utmost confidentiality.
Step 4: Preparation of
Marketing Materials
We create compelling marketing materials that highlight the key aspects of your business, designed to resonate with potential buyers. This includes detailed financial data, information packets, executive summaries, and other collateral that showcase your business’ unique value proposition.
Step 5: Buyer Identification
and Screening
Leveraging our extensive network, we identify prospective buyers who are not only interested but are also a strategic fit for your business. Our rigorous screening process ensures that only financially capable and serious buyers proceed.
Step 6: Presentations
and Meetings
We facilitate presentations and meetings between you and potential buyers, ensuring a smooth and productive exchange of information. This step is crucial for finding a buyer whose vision aligns with the future you imagine for your business.
Step 7: Negotiations
and Offers
Our seasoned negotiators work on your behalf to secure the best possible terms. We guide you through each offer, providing clarity and advice to help you make informed decisions that align with your goals.
Step 8: Due Diligence
During the due diligence phase, we ensure a seamless information exchange between you and the buyer, addressing any concerns swiftly to maintain momentum towards closing.
Step 9: Closing and
Integration
The closing marks the culmination of this process. We manage the finalization of sale documents and the transfer of ownership, ensuring a smooth transition that honors your business’ legacy and its future potential.
Our fee structure is easy to understand and aligns incentives throughout the process.
During the initial stage, as our team works to match you with the perfect buyer, you pay a monthly retainer ranging from $5,000 - $20,000 depending on the size of your business. When your deal closes, you pay a success fee that is 10% of the cash consideration you recieve on closing day! Seems simple? It is!
