Our Process
We understand that selling a family business is often a life-changing decision - one that requires careful planning, strategic execution, and a deep understanding of your unique circumstances. Our efficient process is designed to support you through every step of this transition, ensuring that you realize the full value of your hard work and dedication.
With our professional services, you can confidently embark on the journey of selling your family business, knowing that you have a dedicated partner at your side. Our efficient process ensures that your legacy is preserved and that you achieve the outcomes you desire.
Let us help you take this important step towards a successful future.
1 Comprehensive Valuation
We start with a thorough valuation of your business, considering industry benchmarks, market conditions, and your specific financial performance. This enables you to set a competitive price that reflects the true worth of your family legacy.
4 Negotiation Expertise
Once a qualified buyer has formally made an offer in the form of a non-binding Letter of Intent (LOI), we work to secure the best possible terms while maintaining a professional and respectful dialogue with potential buyers, ensuring that your interests are prioritized throughout the negotiation process.
2 Marketing Strategy
Once we have established a valuation, we develop a customized marketing strategy aimed at attracting qualified buyers. Our approach incorporates both online and offline channels, ensuring maximum exposure to serious purchasers who appreciate the value of family-owned businesses.
5 Due Diligence
After a prospective buyer’s offer is accepted, there is a period ranging from 15-45 days during which a buyer will examine the business by requesting financial records, contracts and other key information to ensure that the business will deliver the returns that they expected based on their purchase offer.
3 Rigorous Buyer Screening
We don’t leave anything to chance. Our process includes meticulous buyer screening to ensure that interested parties have the financial capability and the intent to honor your business' legacy. This reduces the risk of wasted time and promotes a smoother transaction process.
6 Closing & Post-Transaction
Upon completion of diligence, we help to finalize the definitive sale documents. We can assist with recommending attorneys and accountants to ensure you receive maximum value with minimal risk. Even after the sale is finalized, we don't simply say goodbye. We offer ongoing support and guidance to help you transition to your next chapter.
Valuation Details
The following information will be needed to complete a business valuation:
Current year-to-date, plus last 3 years Profit and Loss Statements (P&L) and Balance Sheets
Federal & State Tax Returns for the last 3 years
On-hand inventory value throughout the year
Fixed Asset Register / List of Equipment
For transactions involving a real estate component:
Current year’s property tax bill
Real estate appraisal, if available
Lease information
Contact us
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