Discover a Clear Path
to Getting Your Business Sold for the Best Possible Value
THE BUSINESS TRANSACTION BLUEPRINT
The Business Transaction Blueprint is a nine-step process that helps business owners understand their true business value, prepare for a successful sale, and maximize exit proceeds. We guide you through valuation, buyer positioning, deal negotiation, and closing so you can transition out with confidence and financial security.
Consultation
01
We want to make sure we can help you sell your business, so we take the time up front to truly listen to your complete story.
Engagement
01
Once we both agree there’s a good fit, we will spend time with you to gather relevant information and to develop a solid understanding of your business.
Market/ Broadcast
01
We take an in-depth approach to selling your business by taking advantage of direct buyer relationships, including various levels of equity buyers and individual investors
Due Diligence
01
This is when much of the critical work is done and where the sale of a business can be stalled for months or move forward smoothly
Complete The Sale
01
This is our primary focus from the moment we start talking with you and throughout the entire process once the engagement begins
Valuation
01
There is no simple formula for calculating the value of your business. Your business is unique and should be treated that way.
Confidential Information Memorandum
01
This important document is critical to the process of selling your business, and we’ll work closely with you to create a compelling CIM to get your business sold
Generate The Offer
01
We have a close rate of three times the national average and nearly every one of our clients has received full asking value, sometimes even more than that.
Manage The Process
01
You want a partner who will effectively and efficiently manage every aspect of the sale without being a burden on you and your time.
Consultation
01
We want to make sure we can help you sell your business, so we take the time up front to truly listen to your complete story.
Valuation
02
There is no simple formula for calculating the value of your business. Your business is unique and should be treated that way.
Engagement
03
Once we both agree there’s a good fit, we will spend time with you to gather relevant information and to develop a solid understanding of your business.
Confidential Information Memorandum
04
This important document is critical to the process of selling your business, and we’ll work closely with you to create a compelling CIM to get your business sold
Market/ Broadcast
05
We take an in-depth approach to selling your business by taking advantage of direct buyer relationships, including various levels of equity buyers and individual investors
Generate The Offer
06
We have a close rate of three times the national average and nearly every one of our clients has received full asking value, sometimes even more than that.
Due Diligence
07
This is when much of the critical work is done and where the sale of a business can be stalled for months or move forward smoothly
Manage The Process
08
You want a partner who will effectively and efficiently manage every aspect of the sale without being a burden on you and your time.
Complete The Sale
09
This is our primary focus from the moment we start talking with you and throughout the entire process once the engagement begins