Prepare & position
We review the business and its numbers, then prepare the materials buyers need.
- Review the business and its financials
- Review earnings and operating performance
- Understand customers, suppliers and operations
- Prepare the CIM (your confidential business profile) and marketing materials
- Identify relevant potential buyers
- Continue operating the business as normal
- Review and approve listing materials
- Share the supporting records requested
- Share your P&L and tax returns
- Complete the seller questionnaire
Key deliverables
- Professional valuation report
- Earnings with proof
- Confidential Information Memorandum (Marketing Book)
- A considered buyer outreach plan
- Go-to-market strategy