Sell a Business
Many individuals, especially business owners, may not be familiar with terms like “business broker” or “business intermediary.” When it comes to selling a business, the process can seem overwhelming. Business value, pricing structure, marketing strategies, maintaining confidentiality and negotiating the deal are just a few of the complexities that our team of experienced brokers specialize in.
We guide business owners through every step of the selling process by providing support from the initial evaluation all the way through to post-closing matters. Preserving confidentiality is paramount, especially when selling a business as a going concern. Our primary objective is to ensure that existing customers remain loyal and unaware of any impending sale and that the business’ financial data is not circulated to competitors.
Take the first step in selling your business. Let us perform a confidential, no-obligation valuation of your business to set the benchmark of what your business is worth now!
When you are ready to pass the torch, we ignite your future.
Step 1

Preparation
• Perform a Site Visit
• Conduct a Seller Interview
• Organize Financial Records
• Review Financials
• Complete Market Research
• Formulate a Business Valuation
• Write up a Listing Agreement
Step 2

Marketing
• Marketing Materials
• Confidential Business Review
• Targeted Direct Mail
• Targeted Email Campaigns
• Targeted Social Media Campaigns
• Direct Outreach
• Leverage Industry Connections
Step 3

Negotiations
• Present Offer
• Negotiate Price
• Negotiate Terms of Sale
• Draft Preliminary Contract
• Conduct Attorney Review
• Execute Contract
• Deposit Escrow Payment
Step 4

Due Diligence
• Review Financials
• Perform Site Visits and Inspections
• Interview Seller
• Finalize Landlord Lease Assignment
• Conduct Final Legal Review with Attorney
• Check Compliance
• Obtain Finance
Step 5

Closing
• Complete Final Walkthrough
• Implement Inventory and Asset Check
• Assure Deposits are Returned
• Calculate Prorations
• Wire Funds Prior to Closing
• Sign Final Closing Docs
Step 6

Transition
• Assist with Employee Transition
• Commence Training Period
• Transfer Utilities
• Obtain Business Licenses and Permits
• Notify Vendors
• Customer Notification
• Terminate or Assign Leased Equipment
• Perform a Site Visit
• Conduct a Seller Interview
• Organize Financials Records
• Review Financials
• Complete Market Research
• Formulate a Business Valuation
• Write up a Listing Agreement
• Marketing Materials
• Confidential Business Review
• Targeted Direct Mail
• Targeted Email Campaigns
• Targeted Social Media Campaigns
• Direct Outreach
• Leverage Industry Connections
• Present Offer
• Negotiate Price
• Negotiate Terms of Sale
• Draft Preliminary Contract
• Conduct Attorney Review
• Execute Contract
• Deposit Escrow Payment
• Review Financials
• Perform Site Visit and Inspection
• Interview Seller
• Finalize Landlord Lease Assignment
• Conduct Final Legal Review with Attorney
• Check Compliance
• Obtain Finance
• Complete Final Walkthrough
• Implement Inventory and Asset Check
• Assure Deposits are Returned
• Calculate Prorations
• Wire Funds Prior to Close
• Assist with Employee Transition
• Commence Training Period
• Transfer Utilities
• Obtain Business Licenses and Permits
• Notify Vendors
• Terminate or Assign Leased Equipment