The Sales Process

When you choose to sell your company, you’re choosing a professional who has a large list of qualified buyers and a unique and effective sales process that works.

Everything begins with a free no-obligation valuation and a meeting or phone call to discuss your objectives and goals, your company’s market value, to explain the selling process, and to answer any questions.

Jeff offers a complimentary business valuation, which includes an analysis of the financials and other factors related to how he will properly value your business. This includes finding all of the owner benefits to be added back to the earnings and then applying the proper industry multiple. The results of this valuation should give you valuable details to help you determine if you want to proceed with a sale. If you decide to sell, he will answer questions, explain the process, and offer a listing agreement. is strongly committed to helping you get a price that you are happy with as quickly as possible.

Jeff will use his effective marketing in a discrete pre-approved manner. This starts an effective ‘teaser’ that is provided to prospective buyers that don’t have any information that will specifically identify your company. When buyers express an interest in the teaser, Jeff will then secure a Non-Disclosure Agreement, ‘NDA’. Once an acceptable NDA agreement is in place, he will deliver the full sales package and follow up with a phone call.

Jeff understands how important confidentiality is to sellers and will manage the marketing of your company so that friends, employees, vendors, and competitors will not find out that your company is for sale. He will also provide you with skilled, experienced, professional representation at the negotiation table. He brings real deal-making experience to build a strong bridge between the buyer and the seller. His goal is to work with all parties involved to structure a deal that results in the maximum benefits for every business seller we serve.

As we know, the buyer will conduct due diligence which will provide them with all the information needed to make sure your company is the right fit for them. This is a critical stage, which is why Jeff’s skill and experience will provide both the buyer and seller guidance throughout this process. He is an experienced intermediary which is critical to resolving any last-minute differences to help ensure a successful close to the transaction.

Business owners choose because of the structured and proven process, which includes:

  • The Initial Assessment Meeting or Phone Call
  • Learning and Agreeing to represent the Seller’s Goals and Objectives
  • Determining Your Business’s Current Market Value
  • The Development of a Custom Marketing Plan

Jeff will work to create a marketing package that will help you achieve the best results.