Accessibility Statement

What does it take to get started?

It doesn’t take much. Prior to getting engaged with us, we take 30 minutes to a few hours to understand you, your business, and your goals. If you do not have set goals in mind, our job is to help you get there.  

How do I know if this is the right time to sell my business?

It may not be! Working with us on a success-based fee-only model will allow you to test the market and see if it is the right time to sell. You do not have to sell when we bring you offers, but it is never a bad idea to always have your finger on the trigger in case the right offer and buyer come knocking.

How do you keep my business information confidential during this process?

We understand that business owners need to keep the exit planning process confidential from employees, customers, family, etc. We accomplish this by only working with you or those you give us access to. We will only talk with buyers you have approved. We do not talk with anyone without your permission. If you allow us to talk with a buyer, we always require a Non-Disclosure Agreement to be signed and for the buyer only to contact us.

Do I really need an advisor to help me in the process?

If you already have a buyer, a price you can live with, and a team to perform due diligence, then maybe not. However, there’s more to it than a buyer and a price. Talking with us and allowing us to educate you in the discovery meeting will ultimately help you determine if you need an advisor or not.