Our Business Sales Process
When the ValueMax™ Process (Steps 1–4) is complete, our team
transitions seamlessly into a disciplined, confidential sales process (Steps 5–8)
focused on attracting qualified buyers and delivering maximum value.
Our Confidential Sales Process
STEP 5
Market
We position your business for maximum exposure through targeted, confidential marketing campaigns. A professional teaser is distributed to buyers to generate strong early interest.
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STEP 6
Engage
We manage inquiries, screen buyers, and coordinate NDAs and discovery calls to ensure only serious, financially qualified prospects gain access to the Confidential Information Memorandum (CIM)
STEP 7
Negotiation
We guide you through offer structures, terms, and buyer motivations to secure the most favorable deal. Our goal is to create competition, maximize value, and align offers with your desired outcomes.
STEP 8
Close
We oversee the due diligence process, coordinate with attorneys and accountants, and manage documentation through closing—ensuring a smooth transition and successful handoff.
Step 5 - Marketing Launch (Teaser)
Our focus is on generating awareness and interest while protecting your identity until buyers are vetted.
Goal: Confidentially introduce the business to the market with professional materials that attract qualified buyers and generate strong initial interest.
Key Focus Areas:
- Develop a compelling business narrative and value proposition
- Create a professional teaser and marketing summary
- Identify target buyer profiles and acquisition criteria
- Launch campaigns through select buyer networks and databases
- Maintain strict confidentiality and control of information flow
Deliverables:
Confidential Teaser Summary
Buyer Target List / Campaign Plan
Active Listing Placement on Approved Platforms
Step 6 - Buyer Engagement (NDA)
Goal: Qualify and manage serious buyers through controlled information sharing, maintaining confidentiality while building competition and momentum.
Key Focus Areas:
- Screen buyer inquiries for financial and strategic fit
- Execute NDAs and maintain a secure buyer log
- Release CIM and supporting materials after NDA approval
- Conduct buyer discovery calls and manage Q&A
- Provide continuous feedback and interest tracking
Deliverables:
- Executed NDAs and Buyer Log
- Confidential Information Memorandum (CIM)
- Buyer Discovery Summary / Feedback Report
Step 7 - Offer & Negotiation (LOI)
We guide you through offers, deal structures, and negotiations to achieve optimal value and terms. Our process creates competition,
clarifies contingencies, and secures the most favorable deal for your goals.
Goal: Secure the best possible terms by evaluating offers, negotiating price and structure, and guiding the owner through deal strategy and decision-making.
Key Focus Areas:
- Review and compare LOIs or offers received
- Negotiate purchase price, structure, and contingencies
- Coordinate communications between all parties
- Advise on deal structure (asset vs. stock, earnouts, etc.)
- Prepare next steps for due diligence and transition planning
Deliverables:
- Offer Comparison Matrix
- Negotiation Summary Report
- Finalized LOI / Term Sheet
Step 8 - Due Diligence & Closing (PA)
timelines to ensure a smooth and successful transaction.
Goal: Coordinate due diligence, legal review, and closing logistics to ensure a smooth transaction — then support the owner through an organized post-sale transition.
Key Focus Areas:
- Organize due diligence requests and secure documentation
- Coordinate with attorneys, accountants, and escrow agents
- Facilitate issue resolution and maintain deal momentum
- Prepare closing documentation and transition materials
- Oversee funding and final handoff
Deliverables:
- Due Diligence Document Vault
- Final Purchase Agreement Package
- Closing Statement & Transition Plan
Insider Tip
The best buyers often come from targeted outreach, not public listings. That’s why confidentiality and positioning are everything. A strong CIM, paired with direct outreach and broker relationships, attracts serious, motivated buyers—often before the business is ever widely marketed. This approach leads to faster, cleaner deals with better terms.
What we charge
Our fee structure is simple, transparent, and aligned with standard industry practices.
Our pricing follows the Double Lehman Scale, a common structure in business brokerage. Under this model, the commission is 10% on the first $1 million of the sale price, 8% on the second million, 6% on the third million, 4% on the fourth million, and 2% on any amount above $5 million. The fee you pay is entirely based on the final purchase price of your business, which we work hard to maximize. To get a clear understanding of what our fee would be for your specific situation, we recommend starting with a business valuation.
