Our Five-Step Process. Proven, Tested.

Assessment / Valuation
Data Gathering
Goal Identification

Recast Financial
Statements

Opinion of Value
& Market Analysis
Assess Marketability,
Exit Planning
Optimize / Value Drivers
Identify Team
Diversify Revenue
Emphasize Growth
Focus on Profit
Update Systems
Maximize Timing
Marketing
Prepare Confidential
Materials: Teaser,
Confidential Information Memorandum-(CIM)
Buyer Marketing /
Advertising
Obtain Confidentiality /
Non‐disclosure Agreements
Screen / Interview
Potential Buyers
Negotiate
Confidential Buyer /
Seller Meetings
Review Offer(s)
(Purchase Agreement, LOI, Term Sheet)
Facilitate
Negotiations
Obtain Agreement
in Principle
Closing
Coordinate Due Diligence
Contingency Removal,
Open Escrow
Final Documents,
Inventory, Notice to Employees
Close of Escrow, Transfer of Funds

Let us maximize your chance to reap the rewards of your life’s work.

Contact us for a complimentary consultation.