Services Offered
Confidential sale planning (protecting staff, customers, vendors, and your reputation)
Business valuation & pricing strategy (market-based value, not “wishful thinking”)
Exit-readiness review (clean up financials, add-backs, paperwork, and profit story)
Packaging the business for sale (teaser + CIM/sales memorandum + buyer FAQ)
Targeted marketing to qualified buyers (without blasting your name all over town)
Buyer screening & qualification (NDAs, proof of funds, experience fit—no tire-kickers)
Managing inquiries and buyer communications so you stay focused on running the business
Deal structuring guidance (cash vs. SBA, seller financing, earn-outs, working capital)
Offer strategy & negotiation (LOI review, countering, and keeping leverage)
Due diligence coordination (document requests, timelines, issue-solving, momentum)
Partnering with your CPA/attorney to keep the process tight and compliant
Closing support (final terms, transition plan, smooth handoff to the buyer)
Post-sale transition planning (training period, announcements, and risk reduction)
+ View More
- View Less
About
When it’s time to sell your business, you need more than a “listing”—you need a controlled process that protects your staff, your customers, and your price. I help owners prepare, value, and position their companies for market, then successfully market the opportunity and screen buyers.
With 30+ years experience of owning and selling businesses, I know the steps—I know the stress points. I’ll guide you from valuation and offer strategy through LOI, due diligence, negotiation, and closing, so you don’t leave money on the table or get dragged around by tire-kickers.
If you’re even thinking about an exit, call me—one conversation can tell you what your business is really worth, what buyers will scrutinize, and how to sell on the best terms (without your staff finding out from the rumor mill).
+ View More
- View Less
