What is your process?

Our sales blueprint is designed at minimizing your (the seller’s) time, so that you can focus on running your business, while we focus on getting multiple offers and maximizing the purchase price.  To accomplish that, we have you fill out an extensive questionnaire regarding your company’s operations, sales, marketing, customers, suppliers, employees.  We also collect due diligence materials such as financial statements, tax returns, A/R and A/P aging, etc. We then review this with you to gain additional insight into your operations and business practices.  Just as each seller’s business situation is different, so are your company’s strengths and weaknesses.  We uncover it all and tailor our marketing documents accordingly to highlight the core strengths of your business.

What is your process?With that done, we can now answer 99% of the questions that buyers may pose, thus minimizing interruptions to you.  We prepare an Executive Overview (one page) to market to prospective buyers with a Non-Disclosure Agreement and an Offering Memorandum (30-50 pages).  The Agreement goes into further details about your company and the buyer receives it after signing the Non-Disclosure. We then have several conversations with them to qualify them further.  Besides targeted mailing and internet posting, we also call each and every buyer target.  This is where our clients state that we are relentless.  It takes between 2,500 and 4,000 calls to consummate a favorable transaction for you.


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Sell-Side Experts