Selling

Here's how I typically guide my clients through selling their business:

Step 1

Consultation and Valuation

First, we determine what your business is actually worth. I'll analyse your financials, assets, market position, and growth potential to arrive at a realistic asking price. We'll also identify any issues that could reduce value and address them before going to market.

Step 2

Compile Your Info Package

We put together a confidential information memorandum—a detailed profile of your business. This includes financial statements, operational details, customer information, employee structure, and growth opportunities. Buyers want a clear picture of what they're purchasing.

Step 3

Marketing and Finding Buyers

I'll discreetly market your business to qualified buyers through my network, industry contacts, and buyer databases. Confidentiality is critical here—we don't want employees, customers, or competitors knowing the business is for sale until the right time.

Step 4

Screening / Qualifying Buyers

Not every interested party is a serious buyer. I vet potential buyers to confirm they have the financial capability and genuine intent to complete a purchase. Qualified buyers sign a non-disclosure agreement before receiving detailed information.

Step 5

Negotiations / Letter of Intent

When we have a serious buyer, we negotiate the key terms: price, payment structure, transition period, and any contingencies. Once both parties agree on the framework, the buyer submits a Letter of Intent outlining the proposed deal.

Step 6

Due Diligence

The buyer conducts a thorough examination of your business—verifying financials, reviewing contracts, inspecting operations. This is where transparency pays off. Any surprises at this stage can derail a deal.

Step 7

Final Agreement and Closing

Lawyers draft the purchase agreement with all the legal terms. We work through any final negotiations, arrange financing details, and schedule the closing. At closing, documents are signed, funds transfer, and ownership changes hands.

Step 8

Transition Support

Most deals include a transition period where you help the new owner get up to speed—introducing key customers, training on operations, and ensuring continuity. This protects your legacy and often affects your final payout.

Frequently Asked Questions

  • Most business sales take six months to a year from listing to closing. Complex or larger businesses may take longer. Proper preparation and realistic pricing can speed up the timeline.

  • We analyse your financial records, assets, market conditions, industry trends, customer base, and growth potential. We use established valuation methods to arrive at a fair market price that attracts buyers while maximising your return.

  • Confidentiality is a top priority. We market your business discreetly and require all potential buyers to sign non-disclosure agreements before receiving any identifying information.

  • You'll need financial statements (typically three years), tax returns, asset lists, lease agreements, employee information, customer contracts, and any relevant licenses or permits.

  • Yes. A declining business is harder to sell. Maintaining or growing performance during the sale process protects your valuation and buyer confidence.

  • Business brokers typically charge a commission based on the final sale price. We can discuss the specific fee structure during our initial consultation.

  • You can, but most owners find the process time-consuming and complex. A broker brings valuation expertise, buyer networks, negotiation skills, and confidentiality protections that often result in better outcomes.

  • Most deals include a transition period where you help the new owner learn the operations, meet key customers, and ensure a smooth handover.

What’s my business worth?