We have assisted many business owners achieve the goal of a successful sale. The sale is a process that needs to start with you and the goal that you want to achieve. We work closely with all of your professional advisors throughout the process of selling. We recognize the decision is difficult and try to make this experience pleasant for you. Confidentiality is very important in the sale process and we protect that confidentiality by requiring all of our buyers to sign our nondisclosure agreement and complete a buyer questionnaire. This questionnaire allows us to make an early determination of the buyer’s experience and financial ability. This gives you the comfort of knowing that the buyer is honoring confidentiality and that you are not going to spend time with unqualified people.

Please feel free to view our Non-Disclosure/Non-Circumvention Confidentiality Agreement.

All sales of businesses are based on the physical assets employed, the customer base, the people utilized, the products being sold, and you. A business has a value based upon its relative assets and its ability to produce a profit. We utilize several methods of arriving at an appropriate price that we will share with you at your convenience. We need to become familiar with you and your business and ask that you please complete the questionnaire below. We will contact you in the very near future.

To help you understand the process; we have outlined ten steps to selling a business:

1. Assess Your Succession Plans
   1. Exiting Owner (s)
   2. Remaining Employees
2. Objective of Sale
   1. Total Exit (with Transition Period)
   2. Phase out over time
3. Value Business and Determine Stock vs Asset Sale
4. Rationalize Leverage of Assets
5. Formalize Broker Representation
   1. Identify Pertinent due Diligence Requirements
   2. Broker Coordination with Seller's Professional Advisors
6. Prepare Professional Presentation Package
7. Qualify and Introduce Buyer
8. Present offer to Purchase
   1. Negotiate and Counter Proposals
   2. Establish due Diligence Criteria
9. Buyer will Perform due diligence and eliminate contingencies
10. Close the sale with the professional assistance of Attorney, Accountant, Banker, and Broker.