Pre-Listing
Valuation
We tell you how much your agency is worth to buyers in today's market.
Step 1
Listing Agreement
You sign a listing agreement that allows us to advise you on selling your agency.
Step 2
Gather Materials
We'll need more information to take your agency to market, mostly relating to historical financials, clients, and employees.
Step 3
Marketing Materials
We put together amazing marketing materials that give buyers all of the important details about your agency.
Step 4
Buyer Outreach
This is the part where we tap into our vast network of buyer relationships and identify high potential buyer targets. We have deep-seated relationships
with strategic, financial, and entrepreneurial buyers, giving our team a head start on narrowing down the right buyer for your agency.
Step 5
Buyer NDAs
All buyers sign a non-disclosure agreement before learning anything about your agency.
Step 6
Buyer Vetting
We make sure interested buyers are a good fit for you from a financial and cultural standpoint.
Step 7
Buyer Meetings
You meet interested buyers over Zoom or in person! This stage is just as much about you interviewing buyers as it is about them interviewing you.
Step 8
Offers Submitted
This is the fun part! It's time to get offers and make things happen. In most cases, there are several interested parties that submit offers, and we'll help you evaluate each one to ensure you're making the right decision.
Step 9
Offer Negotiations
We negotiate the price and terms of an offer on your behalf so that it is engineered to achieve all of your objectives.
Step 10
LOI Signed
The Letter of Intent is a non-binding document that aligns all parties on the terms of the deal. It also sends the transaction into the due diligence phase.
Step 11
Due Diligence
This is the buyer's opportunity to dig a little deeper into your business, confirming all information presented up to this point is accurate.
Step 12
Legal Doc Review
The buyer provides necessary purchase documents that solidify the transaction. We work with your legal team to review and protect your post-transaction interests.
Step 13
Closing
You've crossed the finish line! We make sure transition documents are in place and all parties are clear on post-closing responsibilities and requirements.