Our Approach

Our Methods Produce the Best Value for Business Owners

Our goal is to produce multiple offers for our clients enabling them to make an informed decision that meets their specific goals and objectives. We tailor our marketing campaigns based on the specific needs and requirements of our clients. These steps include:


  • Understand each individual client’s personal and financial goals.
  • Develop a strong knowledge of your company and industry.
  • Conduct in-depth industry research.


  • Prepare offering memorandum about your company and its value drivers.
  • Conduct comprehensive buyer research including propriety databases.
  • Develop a customized multi-faceted marketing program to sell your company.
  • Market your company for sale on a confidential basis.


  • Analyze offers and terms to help you decide which offers are the best.
  • Arrange and attend management meetings with potential buyers.
  • Negotiate letters of intent, not only for the best price, but the right buyer.
  • Obtain final signed letter of intent.
  • Coordinate the due diligence process.


  • Work with attorneys to draft the definitive purchase and sale agreement.
  • Resolve any open issues between parties.
  • Close the transaction.