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The Business Sale Roadmap

A Proven Process. Maximum Value. Successful Results.

Phase 1 Prepare the Business
Initial Consultation:

We learn about your goals, timeline and expectations for the sale of your business.

Business Valuation:

We analyze financial performance, market conditions and industry data to determine a realistic value range.

Pricing Strategy:

We establish an asking price designed to attract qualified buyers and maximize proceeds.

Engagement:

You approve our strategy and sign a representation agreement.

Business Packaging:

We prepare professional marketing materials that highlight the strengths and value of your business.

Goal:

Present your business professionally and position it for success.

Phase 2 Find the Right Buyer
Confidential Marketing:

We confidentially market your business to qualified buyers across Canada and beyond.

Buyer Screening:

We qualify buyers based on financial capability, experience and acquisition objectives.

Management Meetings:

We introduce qualified, pre screened buyers to you and your business.

Offers & Negotiations:

We present offers, help you evaluate terms and negotiate the best overall deal.

Goal:

Identify the right buyer and negotiate the best possible terms.

Phase 3 Complete the Transaction
Due Diligence:

The buyer verifies information about your business. We coordinate documents and help keep the process moving forward.

Financing & Approvals:

We assist the buyer in securing financing and obtaining any required approvals from lenders, landlords and franchisors.

Closing:

We coordinate with lawyers and all parties to complete the transaction and transfer ownership through their trust accounts.

Orderly Transition:

We help you create a smooth transition plan to ensure the new owner's success and protect the value you've built.

Goal:

Close the transaction successfully and transition with confidence.

Typical Timeline:

6 to 12 months, from engagement to closing.

More Resources
Exit Readiness Assessment

Exit Readiness Assessment

Fourteen short questions and an honest read on how ready you really are.

Take the Assessment
Preparing to Sell Your Business?

Preparing to Sell Your Business?

The guide we wish every owner had a few years before they sell.

Explore the Guide
Business Valuation Guide

Business Valuation Guide

How privately held businesses are generally valued.

Explore the Guide