Our Process

Five stages, in the right order.

Sequential and deliberate — built around the owner’s reality, not the urgency of a deal.

  1. Stage 01Understand

    Clarify your goals and current position.

    Your business, timeline, concerns, personal financial needs, and what prompted the conversation.

  2. Stage 02Evaluate

    Review value, readiness, and risk.

    The business as both the owner and a future buyer would see it — financials, dependencies, opportunities, and exposure.

  3. Stage 03Prepare

    Address issues before they affect value.

    Tighten documentation, reduce owner dependence, and close value gaps before buyers, attorneys, or lenders get involved.

  4. Stage 04Decide

    Choose the right path based on facts.

    Sell, wait, build value, explore internal succession, or take more time — with the full picture in front of you.

  5. Stage 05Execute

    If a sale becomes the right path, move carefully.

    Through Keith’s affiliation with Edison Business Advisors: positioning, buyer outreach, negotiation, due diligence, deal structure, and closing.

Start with the questions you already have.

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