Selling Process

Selling Process, Phase 1 Discovery and Preparation, Phase 2 Marketing the Business, Phase 3 Negotiation and Transaction

  • Discover Client objectives and explore options
  • Gather information and analyze the business
  • Determine Value Drivers and prepare initial company valuation and industry valuation analysis
  • Prepare selling documents: due diligence materials, teaser and confidential information memorandum
  • Target prospects for marketing
  • Market and contact buyers
  • Qualify candidates and distribute selling materials
  • Preliminary due diligence and preparation of management presentations for onsite visits
  • Request non binding expression of interest
  • Solicit and assist with LOI from selected buyers
  • Evaluate final offers and contingencies
  • Select preferred buyers and negotiate terms
  • Satisfy contingencies and conduct detailed due diligence
  • Negotiate deal structure and execute definitive agreement
  • Close and handle post closing issues