Business Sale Process Designed to Drive Successful Outcomes

A structured, three-stage sale process that prepares the business, creates competitive tension and delivers clean, timely completions.

Step 1 — Preparation (1 month)

Strategic planning — define objectives, timing and preferred outcomes.
Financial preparation — reconcile accounts, clean up off-balance-sheet items and assemble defensible historical data.
Legal & compliance — address corporate housekeeping and contract issues.
Business operations — surface and resolve operational risks ahead of diligence.
Marketing materials & website — sharpen the equity story for buyer audiences.
Valuation — set a credible value range and identify drivers.
Adviser selection — assemble tax, legal, W&I and other specialists.
Buyer & investor identification — build the long-list of strategic and financial buyers.

Engagement with buyers & investors — controlled outreach, NDAs, teaser, information memorandum and management meetings.

Negotiation & due diligence — bid comparison, Q&A management and risk allocation.
Deal structuring & closing — SPA negotiation, completion mechanics and post-closing adjustments.