How It Works – Selling Your Business
You pay $0 until we successfully sell your business. We focus on confidential business sales, buyer screening, and getting you to a clean closing.
Confidential Valuation
Within 24–48 hours of receiving financials, we review your last 3 years of P&L, balance sheets, and tax returns.
We recast your numbers using Seller’s Discretionary Earnings (SDE)—adding back owner salary and discretionary expenses—to show the true benefit to a new owner.
Result: A realistic valuation range and clear market expectations.Broker Agreement
If we agree on the fit, we extend a seller-friendly agreement:
- No upfront fees — compensated only upon successful closing
- Clear asking price strategy
- Simple terms you are welcome to have your attorney review
Marketing Package (5–14 Days)
We prepare a state-of-the-art marketing package, including a professional Confidential Information Memorandum (CIM) and a “blind teaser” that keeps your identity hidden.
We highlight strengths, growth opportunities, and SDE add-backs buyers need to see.Buyer Financing Setup
In parallel, we engage our lender network to position your business for SBA 7(a) or acquisition financing.
Making the deal financeable increases the pool of buyers who can afford your business and improves the certainty of closing.
On the Market
We launch through three channels:
- Private Database: Hundreds of active buyers/investors looking for $1M+ revenue deals.
- Major Marketplaces: Listings on top U.S. business-for-sale platforms.
- Direct Outreach: Targeting strategic and synergistic buyers in your sector.
Offers & Buyer Selection
We help you compare LOIs (Letters of Intent) based on price, terms, and deal structure (cash vs. earn-outs).
We negotiate the best overall deal—not just the highest headline number—and help you select the buyer you trust most.
Due Diligence (1–3 Months)
The buyer verifies financials, tax returns, and operations. We coordinate the flow of information to keep the deal on track while protecting your business data.
Contract Development
Attorneys draft the purchase agreement. We assist in ensuring the legal documents match the business terms agreed upon in the LOI.
Sign & Escrow
Documents are signed, and a neutral escrow company handles the funds. Once conditions are met, funds are wired to you.
Your exit is complete.Training & Transition
You support the new owner for a negotiated period (typically 1–3 months) to train on systems and introduce key relationships, ensuring a smooth handoff.
How It Works – IPO & Capital Markets
For companies with $2M+ in annual EBITDA and serious growth plans. We help you explore and prepare for a listing or capital event.
Initial Strategy Conversation
We discuss your business model, goals, and ownership structure to determine if you are ready for a full IPO, partial liquidity, or a dual-track strategy.
IPO Readiness Assessment
We perform a high-level review of your financials, governance, and growth story.
We assess if an IPO is realistic in the next 2–5 years and identify specific gaps that must be closed.
Capital Markets Roadmap
We outline a tailored plan including:
- Potential listing venues (e.g., NASDAQ vs. alternative markets)
- Key milestones and timelines
- Private capital raising options prior to listing
Building the IPO Team
We coordinate introductions to sector-experienced law firms, audit firms, underwriters, and IR advisors.
We prefer teams with cross-border experience.Preparation & Execution Support
We act as your strategic partner to:
- Clean up corporate structure and reporting
- Build a compelling equity story and investor deck
- Navigate filings and keep the process commercially grounded