A structured sale, run with discipline and discretion.
Five stages, each with a clear purpose. You decide at every step; we do the work and keep the process moving.
Preparation & valuation
Typically 3–6 weeksWe start with your objectives — timing, price expectations, your role afterwards, and what matters for your employees. We then review financials and operations, normalise earnings, and establish a value range using comparable transactions and market data.
- Goals & priorities summary
- Financial & operational review
- Valuation range
Positioning & marketing materials
Typically 4–6 weeksWe decide how to present the business to buyers and prepare the documents that do it: a blind teaser that does not reveal your name, a confidential information memorandum, and a management presentation.
- Blind teaser
- Confidential information memorandum
- Management presentation
Buyer identification & confidential outreach
Typically 6–10 weeksWe build and screen a list of strategic, private equity, independent sponsor and individual buyers, agree it with you, and approach them discreetly. Detailed information is released only after an NDA is signed.
- Approved buyer list
- Signed NDAs
- Management meetings
Offers & negotiation
Typically 3–6 weeksWe collect indications of interest, narrow the field, and solicit letters of intent. We compare offers on price, structure — cash, stock, earnouts — and certainty, and negotiate terms before you select a buyer.
- IOI & LOI comparison
- Negotiated LOI
- Buyer selection
Diligence, documentation & closing
Typically 60–90 daysWe manage the buyer’s due diligence requests, keep the timetable on track, and work with your attorney and accountant through the definitive agreements and final negotiations to closing.
- Managed data room
- Definitive agreements
- Closing
A full sale process typically takes six to nine months from engagement to closing. Timing depends on how prepared the business is, the level of buyer interest and how quickly diligence moves.
A disciplined process protects you as much as it creates value.
Stronger negotiating position
Several interested buyers, on a common timetable, give you leverage a single conversation cannot.
Confidentiality and control
Information is released in stages, to screened buyers, under NDA — and only with your approval.
Fewer late surprises
Issues found in preparation can be explained or fixed before a buyer uses them to renegotiate.
The right buyer
Comparing buyers side by side lets you weigh fit, structure and certainty — not only price.
What you’ll want to have on hand.
Shared only after an NDA and engagement are in place — never through the website.