Our Process and Services


We prefer to work with informed clients and to get that opportunity we offer the time to meet and discuss your needs and how we can assist.  Upon giving us the exclusive opportunity to list your business the detailed valuation of the business is complimentary.  Requested independent valuations for business planning, estate planning or partner buyouts will be charged separately.

Business Valuations

Selling a business starts with knowing the value and is subject to a number of factors.  A complete analysis of three to five years of financial performance, research into industry trends, and understanding how to attribute a number towards goodwill each play a role in valuing your business to reach a listing price.  We have the experience to complete the valuation process.

Buyer Representation

Understanding the process for making an informed decision on which business meets your targeted purchase whether for acquiring competitors or striking out on your own for the first time is paramount.  A qualified broker can advise on lease negotiations, offered price, and value attributed to the business for sale and fully represent your interests.  We have the experience to analyze the value on your behalf.

Seller Representation

From the valuation process to the closing process your broker should guide you and educate on the various intricacies that come up with selling your business.  Understanding the requirements that will be needed should a buyer pursue SBA lending, assisting in lease assigning, full understanding of contracts to close are what we call our project management process.  Controlling deliverables and meeting timelines is just one of our strengths.

Closing Assistance

Sellers and Buyers can both benefit from savings with the documents for Asset Purchase Agreements, Bill or Sale and Assignment and Assumption that we provide and they can share with attorneys or advisors for review and comments.  Scheduling closing dates and managing communication up to the day of closing is part of our commitment.