A Clear, Confidential Path to Your Sale
From first conversation to final signature, I protect your privacy and guide you every step of the way.
Confidentiality is the foundation of every deal I work on. Your staff, customers, and competitors should never know your business is for sale until the right time. I protect your information to avoid disruptions with employees, supplier relationships, and contracts. Every inquiry is carefully screened, and no sensitive details are shared without signed confidentiality agreements in place.
A Clear, Professional Process
- Review of Financials – I’ll work with you to review key financial documents to determine sale readiness and potential value.
- Initial Consultation – We’ll have a candid, confidential conversation to understand your goals and get a feel for your business.
- Site Visit – I’ll visit your business in person to understand operations, assets, and day-to-day realities that financials alone can’t show.
- Professional Valuation – I’ll arrange a certified business appraisal to ensure pricing is based on facts, not guesswork.
- Confidential Business Profile – I’ll create a professional marketing package that highlights your business while keeping your identity private.
- Discreet Marketing – Your business will be confidentially listed across multiple professional networks where serious buyers are looking.
- Buyer Screening – Every inquiry is vetted before information is shared. Only qualified, serious buyers will gain access to your business details.
- Access to Trusted Professionals – I’ll connect you with lenders, lawyers, accountants, and other key professionals to help streamline your deal.
- Start-to-Finish Guidance – From the first meeting through to closing (and even after), I’ll be by your side. My goal isn’t just to sell your business—it’s to get you to the finish line with confidence.