Our eight-step process

Free consultation

A confidential conversation about your goals, timing and the business. No cost, no obligation. Start here.

Valuation

We establish a defensible value using earnings multiples, DCF and market comparables, so pricing is grounded in fact.

Preparation and packaging

We organize the financials and prepare professional materials that present the business at its best while protecting confidentiality.

Confidential marketing

We take the business to our vetted buyer network without revealing your identity, gating details behind signed NDAs.

Buyer screening

We qualify interest for fit and funding, so you spend time only with serious, capable buyers.

Due diligence

We coordinate due diligence, anticipating buyer questions and keeping the process on track.

Negotiation and structuring

We structure price and terms to protect your position and maximize your outcome.

Closing and transition

We manage the deal to a clean closing and a smooth handover, including the real estate when it is part of the sale.

Built around confidentiality

At every step, we protect your identity and information. Your staff, customers and competitors learn nothing until you decide they should, and qualified buyers see details only after signing a non-disclosure agreement. That discretion protects both the business and its value while the process runs.

How We Work, Step by Step