Sell-Side Proccess
Moving forward and maintaining urgency
We understand your desire for progress in the sale of your business, while also finding a buyer that is the right fit for your financial goals and professional legacy. We are here to support you through the process, acting as a facilitator with potential buyers. Most deals take approximately 6-12 months to complete depending on seller readiness and market conditions. The following outlines the six phases of a typical deal process.
Our Sell-Side Process
Strategy and due diligence
- Host kick-off meeting
- Review the company's goals and objectives
- Analyze and refine growth projections
- Setup data room and gather documentation
Preparation and target identification
- Define key selling points
- Prepare sales teaser
- Identify and evaluate potential buyers
- Tailor the approach for strategic and financial buyers
Engage with the marketplace
- Contact potential buyers
- Distribute teaser and process letter
- Qualify buyers and provide relevant information
- Prepare management presentation for interested parties
Presentations and due diligence
- Select qualified buyers for presentations
- Facilitate informational and team meetings
- Plan and arrange location visits
- Coordinate follow-up information requests and discussions
Evaluate bids and assist negotiations
- Evaluate offers and proposals
- Assist with negotiations to maximize value
- Facilitate due diligence and legal documentation
- Close the transaction
Post-close support
- General post-close advisory
- Wealth investment
- Ongoing tax advisory and planning