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Selling a business requires a defensible valuation, a confidential marketing process, qualified buyers, and a professional managing the transaction through due diligence and escrow.

Pricing is the first and most important decision in a sale. Price too high and the business sits, gets stale, and eventually sells for less. Price too low and you leave money on the table.
Before taking a listing, we give you a detailed opinion of value based on what comparable businesses in your industry and county have sold for. If you need a formal appraisal, whether for a partnership buyout, estate planning, or financing, our team can support that.
Learn More About Valuations and Appraisals ->We review your financials, operations, customer base, and market position, then give you our opinion of what the business will sell for. This is where the decision to list or wait gets made, and we will tell you if now is the wrong time.
We build the document buyers use to evaluate your business: recast financials, operating detail, growth opportunities, and the story behind the numbers. It is written to answer the questions serious buyers ask before they ask them.
Not every buyer comes from a listing site. We identify competitors, suppliers, adjacent operators, and private buyers who have reason to want a business like yours, and we approach them directly.
Your business is presented without its name, address, or anything that identifies it to employees, customers, or competitors. Marketing runs through listing platforms, our own buyer database, and direct outreach to the list from stage three.
Nobody sees your financials or learns the name of your business until they have signed an NDA and provided a buyer profile. We qualify their funds and their background before anything confidential is released.
Qualified buyers review the memorandum and meet with you, usually off site or after hours. These conversations tell you as much about the buyer as they tell the buyer about the business.
A serious buyer submits a letter of intent covering price, structure, terms, and timeline. We negotiate it with you before anything is signed, and we explain what each term means for what you actually walk away with.
The buyer verifies what has been represented: tax returns, financial records, contracts, leases, equipment, and licenses. This is the stage where most sales fall apart, and preparation in stage two is what prevents it.
Escrow is opened and the buyer secures financing, typically SBA or seller-carried. We work with the lender and the escrow officer to keep the timeline moving and to resolve conditions before they become delays.
The final agreement is signed, funds transfer, and ownership changes hands. Your attorney and accountant should review the agreement, and we will coordinate with them.
Most sales include a transition period where you train the new owner, commonly thirty to ninety days. The terms are negotiated as part of the deal rather than left to be worked out afterward.
The transition ends and the business is fully in the buyer's hands. What you do next is the part nobody prepares for, and it is worth thinking about before the sale closes rather than after.
An over-looked but essential part of the process of selling your business is keeping the sale confidential. The risk is real because if your employees learn the business is for sale they may start looking for another job, if your customers learn about it, they can start taking calls from competitors. If your competitors know, they can use the information as leverage.
To protect you and your business' value, we market it without its name, address, or any detail that would identify it. No buyer sees your financials or learns who you are until they have signed a non-disclosure agreement and are pre-qualified as valid potential buyers.. Buyer meetings happen off site or after hours, on your terms.

