Our unique process
Ten steps, typically three to nine months, run so that several qualified buyers arrive at the same time — and none of them knows your name until they qualify.
Typically 3–9 months
Send four fields and an advisor will tell you which of the ten steps applies to you now, and what the next one asks of you.
Where would I start? →or call (855) 637-2776
5.0 from 43 Google reviewsHow long will it take?
3–9 months
From the engagement letter to the money being wired, on average. We have closed one in eight days and taken eighteen months on another — profitability, how niche the business is and how well the records hold up decide which end you land on.
Who will find out?
Nobody, until you say so
Your company goes to market as a blind profile. A buyer signs a confidentiality agreement and proves they can fund the purchase before they learn who you are. Nothing reaches your employees, customers or competitors from us.
Step by step
Each step has one job, and each one sets up the next. Click any step to see what happens there and what it asks of you.
Before a single buyer hears about you.
We hear your story and what you actually want out of this — price, timing, what happens to your people. If we are not confident we can sell your company for maximum value, we do not take the engagement.
Your partTell us the story, and what you want out of a sale — price, timing, your people.
A listing agreement gives us the exclusive right to represent you for an agreed period and price. Then we gather the data behind the marketing package.
Your partSign the engagement letter, then send the last three years of financials and tax returns.
A confidential business profile, the financial picture, and a professionally produced video. Your name is not on any of it until a buyer is qualified and under NDA.
Your partReview the confidential profile before it goes anywhere, and appear in the film if you choose to.
Confidentially, and only to buyers who can actually pay.
Every buyer signs a confidentiality agreement and completes a buyer profile before they see anything sensitive. We test whether they can actually fund the purchase.
Your partNothing. We filter every buyer — NDA and proof of funds — before your name is mentioned.
Scheduled confidentially and at your convenience, usually when a buyer is close to a letter of intent. This meeting is not where price gets discussed.
Your partMeet the serious buyers, at a time and place that keeps it quiet.
Several buyers at once — competition, not persuasion, sets the price.
We negotiate with several buyers and buyer groups at once. Competition — not persuasion — is what moves the number.
Your partSee every letter of intent as it arrives; we keep several buyers in play at once.
We have a fiduciary duty to present every offer. You accept, reject or counter, with our advice on structure as well as price.
Your partDecide which offer to take forward — price, structure and whether the buyer can really close all count.
Through diligence and documents to the funds arriving.
Once the letter of intent is signed, the buyer verifies what we told them. This is where unprepared companies lose value, and where preparation pays for itself.
Your partAnswer the buyer's questions, through us, so nothing is said that should not be.
Choosing the right transaction attorney matters more than most sellers expect. We work alongside yours to keep the deal moving.
Your partWork with your transaction attorney; we keep the timetable moving.
Documents are finalized, the transaction closes, and the proceeds are wired to you. That is the finish line we have been driving at for months.
Your partSign, and the proceeds are wired to you.
The practical questions
No. We have a fiduciary responsibility to present every offer to you in person. At that point you have three options: accept, reject, or counter — with our advice either way.
We are a boutique firm and take a small number of engagements at once. A VP of Client Engagement is your main contact through the marketing process, and when the negotiation gets heated a partner of the firm is in the middle of it.
Usually when the business is growing, and has grown for two to three years. Selling into good numbers attracts multiple offers. Selling into a decline reads to buyers as a liquidation, and gets priced that way.
That is often the most expensive situation an owner can be in, because a single buyer has no reason to compete with anyone. We can run a process around an existing buyer to establish what the company is actually worth first.
Proof, on camera
Owners and advisors on film, by name, saying what the process was like.
1:41
Tom LoChiatto
Why every company we sell goes to market with a professionally produced film — and what it does to the price.
4:01
Marketing film
The film made for Smith Tool & Mfg. when it went to market.
3:32
Marketing film
The film made for Elite Landscape, sold August 2026.
No cost, no obligation
Three short steps, and only the last one is required. The questions before it are what let an advisor come back with a real answer instead of a call asking for one.
Or call (855) 637-2776 and speak to somebody who has sold companies.
Start here
No cost, no obligation, and nothing leaves this office. Four fields, and an advisor comes back to you the same business day.
