WHAT TO EXPECT
Selling your business, demystified.
Most owners only sell once. Here’s exactly what happens, how long it takes, and what we handle so you don’t have to.
1
Weeks 1–2
Free valuation & strategy
We review your financials, benchmark against recent Dallas transactions, and agree on a realistic price range and timeline. You decide whether and when to proceed — no pressure.
2
Weeks 2–5
Preparation & packaging
We assemble a clean financial picture and build your confidential information memorandum — the document serious buyers expect. This is where the value story gets told properly.
3
Months 2–5
Confidential marketing
We take your business to a curated pool of pre-qualified buyers under NDA. Your name and details stay protected. You keep running the business; we field the interest.
4
Negotiation
Offers & terms
We present and compare offers, negotiate price and structure, and help you choose the right buyer — not just the highest number, but the best fit for you and your team.
5
Diligence
Due diligence
The buyer verifies the business. We quarterback document requests, keep the deal on schedule, and protect your price when questions come up — as they always do.
6
Closing
Sign & get paid
You sign, funds transfer, and we help orchestrate a smooth transition for your staff and customers. Then you move on to whatever’s next — on your terms.
GET A HEAD START
What to have ready
None of this is required to start — we’ll help you assemble it. But the more of this you have, the faster and smoother your sale will go.
- Three years of profit & loss statements
- Current balance sheet and tax returns
- List of equipment, assets, and inventory
- Lease terms or property details
- A sense of your ideal timeline and goals
Start with a conversation
No commitment, no cost. We’ll walk you through your specific situation and what a sale would look like.