Four steps from a confidential valuation to the closing table. No upfront fee at any point — you pay a commission when your business sells. Nothing before.
The goal at every step: the right buyer for the business you built — and the people who built it with you.
We review your financials and comparable sale data — confidentially, under NDA — to establish what the market should offer. Most owners start with a free Broker Opinion of Value, a concise report giving your range from low to high. Middle market companies often step up to a formal 30+ page valuation with full financial history and KPIs — the document that also speeds SBA loan approval later.
The Confidential Information Memorandum answers the hundred questions buyers and bankers always ask — financials, operations, staff structure, growth story — with photos, video and charts where they help. Behind the CIM sits a complete data room of supporting documentation — the records buyers and lenders will ask for — every document redacted to remove client names and sensitive details.
Your business is marketed without ever being named. A blind teaser — describing the opportunity, not the company — goes to 106 media outlets while we work our Buyer Matching database of 29,000+ active buyers, built over 24 years, plus direct outreach to strategic acquirers who should want your company. Every interested party signs an NDA before learning even the name of the business for sale.
A typical listing brings 100 to 150 interested buyers under NDA. Wes walks each of them through the opportunity personally — screening for financial qualification, industry experience, and fit — so you never sit across from an unvetted stranger. You meet only the filtered few: qualified buyers who already share your opinion of value. First meetings happen by video, where we gauge culture fit and handle the high-level questions. The field narrows again from there, until an average listing puts a solid 3 to 6 offers in front of you — arriving as Letters of Intent, with a temporary exclusivity window for the buyer's loan application and due diligence. Then we coordinate escrow, lenders, attorneys and CPAs through closing.
Once the LOI is signed, we coordinate the professionals who carry the deal home — you stay informed, not overwhelmed.
A third-party escrow or title company holds funds and assets until every condition both sides agreed to is met in writing.
Each side retains its own counsel. The buyer typically produces the first draft of the purchase agreement; your attorney reviews and redlines it.
Independent tax advice for both parties — especially on the asset-versus-stock-sale question, which changes what each side keeps after taxes.
SBA lenders underwrite from a data room of standard documents. A formal valuation in hand speeds the approval materially.
The buyer opens new accounts in an asset sale, or replaces you on existing accounts in a stock sale — arranged before closing day.
Operating licenses and insurance coverage transfer to the buyer's name effective at closing, so the business never skips a day.
