Our Process

Leading The Way In Business Sales And Exit Strategies

Analysis of Business

We will conduct an initial analysis of your business based on publicly available information and a short initial client interview.  Here, we will discuss goals and objectives of the sale as well as the sales process.  A review of your books and records will be conducted. We will review the last 3 years of tax returns, profit and loss statements, balance sheets plus YTD numbers.  Additionally, we will review numbers for non-recurring and non-operating expenses to determine EBITDA/discretionary earnings.  We understand that you may not want to disclose too much detail before we establish a mutual interest for working together.


Broker Value of Opinion and Engagement Letter

We will provide a likely price range for your business based on the available information.  One of the goals is to determine whether there would be a match in terms of the expected sale price and the value we can create for you.  We will identify potential third-party financing options, if needed, and discuss marketing strategy.  Clients will review the Representation Agreement.


Pre-Due Diligence

If we are convinced that we can meet your expectations and you decide to move forward, we will conduct a deep analysis of your business and perform a detailed valuation.  Clients will review a sample due diligence list and ensure that all financial data is unambiguous and easily verifiable.  Clients will assemble all financial records necessary to support stated earnings.  Depending on the situation, a retainer for an accountant or certified professional may be advised.  We will perform pre-transaction/post-transaction financial planning and transaction structuring.  We understand what buyers like to see in a business and can help you to position your business to be sold at the best price at your preferred timeframe.  Depending on your preferences, we will suggest different deal structures that will improve our ability to generate the best value for your business.


Development of Marketing Materials

We will work closely with you in developing compelling marketing materials to ensure we include the relevant information that present your business in the best light and generate the most value for you.  The seller will approve a public tease page used to promote the business to the market as well as a detailed Confidential Business Review which describes the business and most of the preliminary questions most buyers have.  You will have the final say in terms of what information is included and how it is presented.


Launch of Online Marketing Materials

We understand that you may not want to disclose that you are selling your business to the public, as it may affect your relationships with your employees and business partners.  To minimize the risk for any exposure, we launch our marketing efforts only once everything is ready and reach out to our target buyers simultaneously.  We will place your business on the BizEx web site that typically ranks at the top of searches for buying a business in California.  In addition, we will place ads for your business on all the major US platforms for selling businesses including,,, and on an ongoing basis until your business is sold.  The Confidential Business Review will be distributed only to the parties that sign a non-disclosure agreement and pass an initial screening process.


Direct Marketing Campaign

What kind of strategic buyer would be interested in your business?  What does the business need to grow?  What are the risks/challenges post acquisition they are likely to face?  What are the synergies available to maximize a sales price?  This process helps us assemble a list targeting buyers most likely to be interested in your business.  We currently have over 12,000 buyers in our database including individuals, private equity firms and strategic buyers.  Over the years, we have developed strong relationships in the investment industry.  We are well positioned to present your business in the best light and ensure that your business gets a favorable consideration.


Screen Potential Buyers

Our marketing campaign will create interest form potential buyers.  We will consider buyer inquiries and will screen the potential buyers in order to focus only on the buyers that have the financial capacity and a real interest to acquire your business.


Evaluate Offers (LOIs)

Along with your other professional advisors, we will assist you in evaluating the strengths and weaknesses of the received offers.  Buyers might want an exclusive period or financing contingency.  We focus on the business terms of the transaction to give you the best insight for your decision.


Expedite Due Diligence

Once you accept an offer, we will facilitate cooperation among all the participants in the due diligence process, including your accountants, attorneys and lenders, in order to keep the process as timely and efficient as possible.  It’s important your books and records are in order so this process can move fairly quickly.  Poor record keeping can drag out a transaction for months and can lead to a diminution of trust between buyer and seller and reduce the eventual sales price.


Prepare Documents and Close

Once the due diligence process is complete and the final terms are accepted by all parties, we will draft a contract and hold your hand through the escrow process.  We will assist you in the exchange of information with any accountants, attorneys and lenders, including closing documents and logistics, to facilitate a smooth transition.

Timeline-7-409x1024 Our Process