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