The Business Sales Process

Discovery

Preparation

Marketing

Buyer Management

Getting to Close

Initial Conversation

360 Assessment

Present Findings

Next Steps

Engagement Agreement | Retainer

Business Analysis, Interview

Marketing Materials

Target Buyer Search

Confidential Outreach

Selected Online Placement

Buyer Screening

Initial Contact, Pre-qualification

Secure Non-Disclosure Agreement

Schedule Buyer-Seller Calls/Meetings

Ensure Timely Submission of Letters of Intent

Negotiate/Accept Final LOI

Kick Off Meeting to Begin Process

Coordinate Due Diligence, Data Room and Communication

Remove Contingencies

Negotiate Final Purchase and Sale Agreement

Schedule Closing, Coordinate Last Minute Items

Close the Deal!

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1. Discovery

  • Initial Conversation
  • 360 Assessment
  • Present Findings
  • Next Steps

2. Preparation

  • Engagement Agreement | Retainer
  • Business Analysis, Interview
  • Marketing Materials
  • Target Buyer Search

3. Marketing

  • Confidential Outreach
  • Selected Online Placement
  • Buyer Screening

4. Buyer Management

  • Initial Contact, Pre-qualification
  • Secure Non-Disclosure Agreement
  • Schedule Buyer-Seller Calls/Meetings
  • Ensure Timely Submission of Letters of Intent Negotiate/Accept Final LOI

5. Getting to close

  • Kick Off Meeting to Begin Process
  • Coordinate Due Diligence, Data Room and Communication
  • Remove Contingencies
  • Negotiate Final Purchase and Sale Agreement
  • Schedule Closing, Coordinate Last Minute Items
  • Close the Deal!

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