Expert guidance from a Certified Business Intermediary who will work diligently to maximize your sale price with confidential representation from start to finish.
Selling a business is one of the most important financial decisions you will make. You deserve a broker who understands the numbers, the process, and the people.
I provide a thorough Broker's Price Opinion and discuss the entire process upfront. You will receive candid insight into potential buyer concerns and areas where flexibility may be advantageous. Complete transparency — no surprises.
Your business is marketed discreetly to qualified buyers only. I protect your confidentiality throughout the process, ensuring employees, customers, and competitors remain unaware until the appropriate time.
I dedicate whatever time is necessary to achieve the optimal outcome. My customers receive the same level of care and commitment I would provide to my own family. I handle buyer inquiries so you can continue operating your business without constant interruptions.
My experience in Accounting, Finance, and Government means you get comprehensive guidance grounded in financial acumen and regulatory knowledge. I understand the numbers and the strategy.
I negotiate on your behalf to secure the best price and terms. My background enables me to address buyer concerns while protecting your interests and keeping the deal moving forward.
I remain actively engaged throughout every phase of the transaction. Many brokers prefer to maintain distance from the details — I take a hands-on approach, working alongside you through every challenge and opportunity.
A proven, systematic approach to selling your business
It all starts with a brief conversation. We will discuss your goals, timeline, and expectations. I will answer your questions about the process, typical timelines, and any upfront requirements.
Common questions addressed: How long does it take to sell? Are there upfront costs? What do I need to prepare?
⏱ 30 minutesAccurate information is essential for a proper valuation. I will request tax returns, profit and loss statements, equipment lists, asset inventories, and other relevant documentation.
What you will need: 3 years of tax returns, current P&L, balance sheet, inventory lists, equipment schedules, lease agreements, and customer/vendor information.
⏱ 1–3 weeksI will conduct a comprehensive valuation of your business, analyzing financials, market conditions, and comparable sales to determine the optimal asking price. I will then present the Broker's Price Opinion and answer all your questions.
What is included: Market analysis, comparable sales research, financial review, and strategic pricing recommendations.
⏱ 1–2 weeksAll listing agreements and necessary documents can be signed electronically, making this a quick and straightforward part of the process.
Documents required: Listing agreement, confidentiality agreements, and authorization forms.
⏱ 1–3 daysYour business is marketed confidentially to buyers through multiple channels, including MLS listings, industry networks, and direct outreach. I work with the marketing team to create professional materials. You simply review and approve the content before it goes live.
Marketing channels: Business broker MLS, industry-specific networks, buyer database, and targeted outreach.
⏱ 1 week to create materialsI screen all potential buyers to ensure they have appropriate funding and are serious, protecting your confidentiality and saving you time. I will monitor your listing, field inquiries, schedule meetings with qualified buyers, and bring offers to you for approval.
My role: Qualify buyers, coordinate showings, answer questions, and facilitate negotiations.
⏱ Varies: 3–12 months averageOnce you accept an offer, we enter the due diligence phase. I review offers with you, negotiate on your behalf to secure the best price and terms, then guide you through due diligence to keep the deal on track.
Timeline: Typically 14 days or less, though complex transactions may take longer.
⏱ 14–30 daysThe buyer has made the decision to purchase, the deposit has been received by the closing attorney, and the closing date has been set. I coordinate with attorneys, accountants, and other professionals to ensure a smooth closing and successful transition.
Final steps: Final paperwork, funds transfer, asset transfer, and transition support.
⏱ 2–4 weeksCommon concerns from business sellers
Get your free, confidential business valuation and discover what your business is really worth in today's market.