8 Step Process for Selling Your Firm

Introduction Call

• We’ll discuss your objectives in a sale, timeline, and exit strategy to ensure we check all the boxes to satisfy your needs

NDA Sign Off

• A non-disclosure agreement will be executed to ensure information is kept confidential about your business and we can start to seek buyers for your business.

Broker Due Diligence & Valuation Opinion

• The brokers and our team will request details about your business to be able to support a valuation

Listing Goes Live

• Your listing will go live to potential buyers so that you can start to get notified of interested buyers

Connect Seller with Qualified Buyer

• Once we have some leads on potential qualified buyers of your businesses we will introduce you to them for a discussion

Purchase and Sale Agreement

• A purchase and sale agreement will be prepared that states the amount and timing of the sale of your business as well as legal considerations.

Lawyer Review & Buyer Due Diligence

• Your lawyer will review the purchase and sale agreement before closing and the buyer will perform their due diligence before signing.

Closing of Sale

• The purchase and sale agreement gets signed and the post-transaction hand-off to the new buyer begins.