How a deal works

How a business sale actually works.

Every deal follows a disciplined path. Sellers move from valuation to a confidential launch to a managed close. Buyers move from a defined mandate to diligence to funding. The confidential NDA step protects everyone. Here is what to expect on each side.

Seller journey

Selling, step by step.

01

Valuation

Normalize earnings, benchmark comparables, agree a defensible range.

02

Preparation

Build the confidential information memorandum and the data room.

03

Confidential launch

Market on a no-names basis to a qualified buyer network.

04

NDA and disclosure

Qualify buyers, sign NDAs, release financials to serious parties only.

05

Offers and LOI

Negotiate terms and accept a letter of intent.

06

Diligence and close

Manage diligence, financing, and closing mechanics to funding.

Buyer journey

Buying, step by step.

01

Mandate

Define sector, size, geography, and return profile.

02

Sourcing

Surface listed and off-market targets that fit.

03

NDA and review

Sign NDAs and review the confidential financial package.

04

Letter of intent

Submit a structured, fundable offer.

05

Diligence

Engineering, finance, and compliance pressure-test the business.

06

Close and operate

Coordinate funding and counsel, then plan the first 100 days.

Start the process

Wherever you are, start here.

A short, confidential conversation is the first step for buyers and sellers alike.

I want to sell I want to buy
Answers

How deals work: common questions

What is the process to sell a business?
Valuation and preparation, confidential marketing, buyer qualification under NDA, offers and negotiation, diligence, and closing. We manage each step so you keep operating while the deal progresses.
What is the process to buy a business?
Define a mandate, source targets, sign NDAs and review financials, submit a letter of intent, complete diligence, and close. We coordinate lenders and counsel throughout.
What is an NDA and when do I sign one?
A non-disclosure agreement protects the confidentiality of a business for sale. Buyers sign one before we release the seller identity and financial package. It is a normal, standard step.