From "I'm thinking
about selling" to
"deal closed."
A no-BS playbook built for first-time sellers. Three phases, eight steps, one founder we walk with the whole way.
Plan. Prepare. Part.
Look at our logo. The I is missing on purpose. That I is you, and every founder we work with moves through three of them.
I Need a Plan
Months 24 to 18. You leave knowing what your business is actually worth and what it takes to get where you want to go.
I Need to Prepare
Months 18 to 6. We close the gap between where the business is today and what the right buyer expects to find.
I Am Ready to Part
Months 6 to close. A confidential process targeting buyers with a real reason to want what you built.
I Need a Plan.
Before we can build a great exit, we need to know what you actually want. Phase One is two deep dives: one into your goals, one into your business.
Define Your Exit
We start with what matters most: your goals. Why you're considering a sale. What success looks like. Your deal-breakers. Your personal timeline. You can't build a great exit if you don't know what you actually want.
Understand Your True Value
Know your number, and what hits your account. We dig into what your business is worth on the market, what you would net after taxes, debt, and fees, and whether now is the right time or if you should wait.
I Need to Prepare.
The longest phase. The most valuable phase. Buyers notice what you prepare, not just what you say.
Get Market-Ready
We close the gap between where the business is today and what the right buyer expects to find. Clean financials. KPI dashboards. SOPs documented. Owner dependency reduced. Every month, the valuation moves up.
Go to Market with Intention
This isn't a listing site. It's curated matchmaking. We identify the strategic buyers most likely to pay a premium for what you've built and approach them privately. No BizBuySell. No mass outreach. Quiet, targeted, controlled.
I Am Ready to Part.
Your job is to keep running your business. Ours is to get you the right deal.
Navigate Buyer Interest
Once your business is in front of qualified buyers, the conversations start. Some are serious. Some are tire-kickers. Some look serious and aren't. We screen every interested party against your criteria, manage the back-and-forth, and bring you the ones that matter.
LOI Negotiation
When a buyer is serious, they put it in writing. The Letter of Intent is where the deal really starts. We negotiate side by side with you, with one eye on the headline number and the other on the structure that decides what you actually walk away with.
Due Diligence + Legal
Due diligence is the longest stretch and where deals most often slip. We prepare your data room before the buyer ever asks, manage every information request, coordinate with your attorney and accountant, and keep momentum moving when the buyer's diligence team starts to drag.
Closing & Transition
The closing is one day. The transition is six to twelve months. Both matter. We coordinate the close and then help you transition the business: introductions to key relationships, the handover of operating knowledge, and the small things that come up post-close that you didn't think about.
Your job is to keep running your business.
Ours is to get you the right deal.
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