The Business Selling Blueprint™

“How come you never told me any of this?” the business owner asked. “How come you never asked?” the broker replied.

Why It Matters

We know firsthand from selling our own businesses and those of our clients that selling your business will be one of the most important financial and personal decisions you’ll ever make.

• Done poorly, it can cost you time, money, and unnecessary stress.
• Done right, it helps you maximize value, stay in control, and move forward with confidence.

We help you do it right—so you can maximize value, reduce stress, save money, and move on with confidence.

The Business Selling Blueprint™ is a clear, structured path that we use with our clients—so you/we are never guessing on what to do next.

Some of how we will work together:

1. Understanding Your Business from the Outside-In

We start with a Free Business Health Check, that helps us look at your business beyond the numbers. 

2. Identify What Buyers Will Question

We view your business the way a buyer and lender would - so nothing catches you off guard. 

3. Prepare, Position and Price Your Business Properly

We will organize your financial and administrative documentation, clarify your story, and position your business to be ready when meeting buyers/lenders. 

Organizing your financial information will help us start the process of valuing your business and establishing a realistic selling price based on data, not on hearsay.

4. Protect & Introduce It to the Right Buyers

We use a multiple of marketing platforms, plus a 2-step screening process, that help find qualified buyers while keeping your sale confidential by filtering out unqualified or time-wasting inquiries.

5. Discovery Calls

We use Discovery Calls as a first step in introducing our clients to qualified buyers. It provides a confidential way for both parties to learn more about each other in a relaxed setting, without identifying the business's name or location.

6. Letter of Intent/Offers

We work with you by providing feedback on the pros or cons when receiving an offer, and what initial information you need to supply to a buyer.

The Difference

You don’t just get a plan. You get something that you helped create and unnderstand the how, what, when and why we do everything along the way to make your business stand out.

We like to say: You supply the business opportunity. We supply the business selling know how. Together we plan your business sale.