Our Process

The M&A Sale Process

A structured overview of how we guide owner-operators through a sell-side transaction.

Timeline

12–15 Weeks

Illustrative end-to-end process from initial intake through transaction close.

Timelines vary based on business complexity, buyer dynamics, and deal structure.

Illustrative 12–15 Week Timeline

Weeks 1–2

Intake & Work Plan

We gather detailed information about your business, financials, and objectives, then develop a tailored work plan and engagement framework.

Weeks 2–4

Marketing Materials

We prepare your financial summaries, business narrative, and a confidential information memorandum designed to engage serious, qualified buyers.

Weeks 4–8

Buyer Outreach & IOIs

We approach a curated list of qualified buyers under strict confidentiality. Interested parties submit Indications of Interest, which we evaluate with you.

Weeks 8–10

Letters of Intent

Shortlisted buyers submit formal LOIs. We help you evaluate terms, structure, and strategic fit to select the strongest path forward.

Weeks 10–15

Diligence & Close

The selected buyer conducts due diligence. We coordinate information flow and work alongside your legal and tax advisors through closing.

Confidential Process

Your sale is managed with discretion at every stage.

Curated Buyer Outreach

We approach the right buyers, not a random list.

Disciplined Evaluation

Structured analysis of terms, fit, and value.

Diligence Through Close

Active support from LOI to final signatures.

Ready to begin?

The first step is a confidential conversation about your business.

Get Started