Selling a business should not start with pressure. It should start with a private conversation about goals, timing, and fit.
We learn about you, your business, your goals, and your timing. No documents are needed for the first conversation. You do not need to be ready to sell.
If there is interest on both sides, we discuss whether a sale could make sense. This includes understanding the business, the team, customer relationships, owner involvement, and transition needs.
With your permission, we review financials, operations, contracts, team structure, customer relationships, and transition needs. We keep the process confidential and respectful of your time.
If we are aligned, we discuss valuation, structure, financing, transition, and timing. We are prepared to discuss our acquisition structure, financing approach, advisor team, and proof of funds with serious owners.
We expect sellers to involve their CPA, attorney, broker, or other advisors. A good process should protect both sides and move at a pace that makes sense for the business and the owner.
After closing, the work begins. We focus on continuity for employees, customers, boards, homeowners, vendors, systems, and reputation. Transition is planned before closing, not after.
Pressure you into a process. Ask for sensitive financials on the first call. Contact employees without permission. Contact boards or homeowners without permission. Run around your advisors. Treat your business like a spreadsheet only.
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Start with a private conversation. No commitment. No documents required.