How selling your business works.
Every engagement is different, but most sales move through the same seven stages. Here's what to expect at each step, and roughly how long it takes.
Confidential Initial Consultation
We start with a private conversation about your business, your goals, and your timeline. Nothing is marketed and no information leaves this conversation without your permission.
Week 1Business Valuation
Using your financial statements and tax returns, we build a clear, defensible estimate of value based on the earnings and risk factors buyers actually evaluate.
Weeks 1–2Exit Planning & Preparation
We help you organize financials, tighten operations, and address anything that could slow a buyer down — so the business shows well from the first conversation.
Weeks 2–4Confidential Marketing to Qualified Buyers
Your business is presented to a curated list of strategic and financial buyers under strict confidentiality — employees, customers, and competitors are never notified.
Months 2–4Buyer Vetting & Offers
Interested buyers are screened for financial capability and fit before receiving detailed information. Qualified buyers submit letters of intent, which we help you compare and negotiate.
Months 3–5Due Diligence
Once terms are agreed, the buyer verifies financials, operations, and legal standing. We manage the information flow and keep the deal on track.
Months 4–6Closing & Transition
Final documents are signed, funds are transferred, and we help plan a transition that protects the business, your employees, and your legacy.
Months 5–8Most well-prepared sales move from initial valuation to closing in roughly five to eight months, though timelines vary by industry, deal size, and complexity.
Curious where your business would start?
Get an instant, illustrative valuation range, then talk to Roy about next steps.