Our Approach
At our brokerage firm, we don't just represent your business, we partner with you. This approach has led to a 97% success rate in selling the businesses we list. It used to be 100%, but in 2025, we were unable to sell one after working on it for almost 3 years. Ask us about the lessons learned on that one.
When we list a business, we ensure:
The numbers supported by tax returns and documented add-backs.
The owners are ready, willing, and able to sell their business within our suggested timeframe and recommended sales price range, which is carefully calculated based on sound valuation principles. This ensures a fair and competitive price for your business.
If the business purchase is likely financed with an SBA acquisition loan, we ask our partner banks to pre-qualify the opportunity (i.e., A bank will finance the deal assuming the buyer has the right credit profile).
We do the hard work upfront. We collect much of the documentation that Buyers and their financing partners need before we list the business for sale. Banks love our deals because of the documentation we provide to them to underwrite the acquisition.
We follow our proven process — See our Sales Process below.
Our Team.
Our mission is to help owners achieve their leadership goals through transaction advisory services and business coaching. We do this by providing the expertise you need to implement a proven process that maximizes your business value.
We Are Your Guide.
Business Brokerage
Buying or Selling a business can be one of the most significant decisions you ever make. Our proven process and expertise will guide you through all the decisions you will need to make to achieve your goals.
Business Appraisals
A business appraisal, or valuation, is a crucial tool for business owners for a variety of reasons. It provides an objective assessment of your company's worth, which can be essential in numerous situations.
Exit Plan
We often collaborate with business owners well before they make the decision to sell. This process may begin years in advance. Our consultative approach helps you create an exit plan that aligns with your personal goals.
The Sales Process
We will help you navigate the process of selling your business from the beginning to closing and beyond. This is normally a five-to-twelve-month process.
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Tell us about your business and share your personal objectives
Learn more about our team, experience, and approach
Is this a good fit for both of us?
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Collect the necessary information
Determine the most likely sales price if the business is listed today
Run a planning report to see how the value changes when future goals are achieved
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Willing to sell at market price?
Should we wait and work on the business to improve the likely sales price?
Who are the ideal buyers?
Does the suggested timeframe support your plans?
What does the ideal transition look like?
Who should know?
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Prepare the data room so that it includes the information buyer and banks need for Due Diligence
Create the Confidential Business Review document (More detailed than the typical Confidential Information Memorandum)
Design the ads and develop the marketing plan
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Launch the advertising campaign & look for matches in our Buyer database
Secure NDAs and qualify Buyers
Present the CBR and answer Buyer questions
Establish timeframe for when all LOIs to purchase the business are due
Rank the buyer candidates using our evaluation matrix
Interview the top three Buyer candidates and pick the best one to begin the Due Diligence process
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Open data room to the Buyer
Track and answer questions
Update financials and reports as needed
Onsite visit
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Draft, negotiate, and finalize the Purchase Agreement
Send the Buyer’s financing partner the necessary legal documents
Develop the transition plan
Confim the wires :-). It’s never considered closed until then!
Contact Us.