Our Process

Selling your business shouldn't be complicated. I’ve broken it down into straightforward steps that respect your time and your business.

Step 1
Let's Meet & Talk

We sit down together, maybe over coffee, and you tell me about your business. No paperwork, no commitments - just a simple conversation about what you're thinking. You can ask me any questions you have about who I am and what I'm looking to do.

Step 2
Basic Review

If we both feel good about moving forward:

  • We sign a short confidentiality agreement to protect your business interest

  • You tell me what's important to you

  • You share some basic numbers about your business

  • We discuss what a deal might look like

Step 3
Taking a Closer Look

If the deal makes sense for both of us:

  • We review your financial statements

  • You show me around your business

  • We talk about opportunities for the future

Step 4
Making an Offer

When we're both ready:

  • I give you a clear, written offer

  • We go through the offer together

  • You tell me what works and what doesn't

  • We agree on the important points

Step 5
Checking the Details

Once we agree on terms:

  • We keep your business running normally

  • I review the important paperwork

  • I keep you updated on progress

  • We handle everything respectfully

Step 6
Closing the Deal

The final steps:

  • We set clear dates for your transition

  • I will work with you during the transition

  • You decide how involved you want to stay

  • We work with our advisors to ensure the paperwork is accurate and proper

Reach out to us & Let’s connect