How a deal works

How a business sale actually works.

Every deal follows a disciplined path. Sellers move from valuation to a confidential launch to a managed close; buyers from a defined mandate to diligence to funding. The NDA step protects everyone.

Two parallel paths

Step by step, on both sides.

Seller journey
Selling, step by step.
  1. 01

    Valuation

    Normalize earnings, benchmark comparables, and agree a defensible range.

  2. 02

    Preparation

    Build the confidential information memorandum and the data room.

  3. 03

    Confidential launch

    Market on a no-names basis to a qualified buyer network.

  4. 04

    NDA and disclosure

    Qualify buyers, sign NDAs, and release financials to serious parties only.

  5. 05

    Offers and LOI

    Negotiate terms and accept a letter of intent.

  6. 06

    Diligence and close

    Manage diligence, financing, and closing mechanics to funding.

Buyer journey
Buying, step by step.
  1. 01

    Mandate

    Define sector, size, geography, and return profile.

  2. 02

    Sourcing

    Surface listed and off-market targets that fit.

  3. 03

    NDA and review

    Sign NDAs and review the confidential financial package.

  4. 04

    Letter of intent

    Submit a structured, fundable offer.

  5. 05

    Diligence

    Engineering, finance, and compliance pressure-test the business.

  6. 06

    Close and operate

    Coordinate funding and counsel, then plan the first 100 days.

✛ Start the process

Wherever you are, start here.

A short, confidential conversation is the first step for buyers and sellers alike.

I want to sell →I want to buy
Answers

How deals work: common questions

What is the process to sell a business?
Valuation and preparation, confidential marketing, buyer qualification under NDA, offers and negotiation, diligence, and closing. We manage each step so you keep operating while the deal progresses.
What is the process to buy a business?
Define a mandate, source targets, sign NDAs and review financials, submit a letter of intent, complete diligence, and close. We coordinate lenders and counsel throughout.
What is an NDA and when do I sign one?
A non-disclosure agreement protects the confidentiality of a business for sale. Buyers sign one before we release the seller identity and financial package. It is a normal, standard step.