The Business Sale Process

Whether you are ready for retirement or just thinking about an eventual exit from your business, you can benefit from the advice of an experienced business broker.  Selling a business has risks and rewards, just as running your business does.  Your concerns may include confidentiality, maximizing your after-tax returns and keeping the business growing and profitable during the business sale process.  You are probably concerned about the well-being of your employees and the successful legacy of your business and brand as the company continues under new ownership. You may not have decided what you will do after you are free from the responsibilities of managing your business.

If you are like most business owners, you realize that you are emotionally involved in transitioning from ownership of your business, and that you may benefit from the representation and counsel of a seasoned professional business broker who has been through the business for sale process many times.

From the first day you are thinking “Maybe I should sell my business”, we can add value for you – right up until the day you close the business sale.  From planning the process and appraising the business to marketing, negotiating the business sale, managing due diligence and legal document negotiations, we are experienced and knowledgeable from our many years of full-time involvement in business sales.

Please contact us for a complimentary, confidential discussion about your business plans.

Overview of Mergers and Acquisitions Process

  • Client Needs Assessment
  • Benchmark Business Appraisal
  • Exit Strategy Decision
  • Wealth Management and Tax Planning
  • Prospective Acquirer Research
  • Offering Memorandum Preparation
  • Due Diligence Document Preparation
  • Initial Contact of Prospective Acquirers
  • Advertising
  • Screening and Qualifying Prospective Acquirers
  • Confidentiality Agreements
  • Delivery of Offering Memorandum
  • Letters of Intent
  • Due Diligence
  • Financing
  • Preparation of Legal Documents

Client Needs Assessment > Valuation & Packaging > Marketing & Sales > Due Diligence & Doc Prep > Financing Closing Transition