Step 1
Discover
A Vision is more than just writing out a goal statement at some offsite workshop, it is a mental picture, a statement of intent, on the future that you desire for your business. Your vision is the clear and workable embodiment of hopes and dreams, of what we see your business becoming at some point in the future. Our first job is to get some clarity. Step 2
Viability
Once we collect the information necessary for assessment, we provide an opinion of value for the business utilizing multiple valuation models to ensure the highest and most accurate value for your business. We present the representation agreement and once signed, proceed to identify the appropriate purchaser. Step 3
Marketing System
The search for a buyer is strategic and precise. This process starts with the Confidentiality NavigatorTM, a tool we've designed to protect the anonymity of the sale. Our marketing program consists of a series of innovative solutions, industry-leading technologies and established best practices. As the plan is deployed we consistently keep you updated on developments. Step 4
DNA Match Advisor
Potential buyers are evaluated with our proprietary methods to identify purchasers that are best positioned for your unique business environment. in addition to finances and business goals, we review their historical performance and evaluate their skill sets. Step 5
360 Negotiator
As we move closer to securing you an offer, a review of the tangible and intangible assets within your business is performed while we are negotiating every point of the deal. The thorough management of this step enables us to guard against any unseen problems in the deal, finalize the offer and ensure a timely close. Step 6
Verification Manager
A signed offer launches the purchaser's final review of financial and legal documents. Contingencies are examined and any outstanding matters are confirmed to protect the transaction. The close of this step results in a signed Purchase Agreement. Step 7
Closing Coordinator
To finalize the sale, we confirm the transaction is accurately and efficiently completed. This includes reviewing the appropriate documents, attaining final signatures and confirming that payment is properly sent. We help close the sale knowing the original objectives are met and your satisfaction is surpassed. 
