01 / VALUE
Know where you stand.
Look at the financials, the operations, and what makes your business valuable.
SELL YOUR BUSINESS
You built something.
Plan the next chapter.
A good sale starts with understanding what you want from it. Let’s look at your business, your timing, and the steps between where you are now and a successful transition.
BEFORE YOU GO TO MARKET
Start with the whole picture.
Your financials matter. So do your customers, your people, your systems, and the role you play day to day. Understanding those pieces helps shape a realistic sale strategy.
- What is driving your decision to sell?
- What timing and transition would work for you?
- What information will a buyer need to understand the opportunity?
- Which terms matter beyond the headline price?
THE FOUR-PHASE PROCESS
Good preparation.
Consistent follow-through.
02 / MARKET
Tell the right story.
Prepare the opportunity and pursue buyers whose interests fit the business.
03 / NEGOTIATE
Work through the details.
Evaluate terms, keep conversations moving, and focus on the outcome that matters to you.
04 / CLOSE
See it through.
Coordinate diligence, milestones, and the practical work of transferring ownership.
YOUR FIRST CONVERSATION
Bring your priorities.
We’ll work through the questions.
Your goals and timing
Tell me about the business, why you’re considering a sale, and what you would like life after the transaction to look like.
A practical starting point
We’ll discuss the information needed to evaluate the opportunity and the next steps that make sense for your situation.
Start with a high-level conversation. We can discuss confidentiality arrangements before exchanging sensitive business information.
QUESTIONS BEFORE YOU BEGIN
A little clarity.
Before the first step.
Do I need to be ready to sell?
No. An early conversation can help you think through your timing, what you want from a sale, and what preparation may be useful.
What should I bring to the first call?
Start with an overview of the business, your role, and your goals. We can discuss which financial and operational records would help with a more detailed evaluation.
How long will a sale take?
Timing depends on the business, buyer interest, financing, diligence, and the terms of the deal. We’ll discuss those factors and your priorities before setting expectations.
LET’S TALK ABOUT WHAT’S NEXT
A clear first step.
A personal conversation.
You don’t need every answer before we talk. Bring your questions, your priorities, and your timeline.