FOR BUSINESS OWNERS
You built the business. Let’s plan what comes next.
Explore a sale with discretion, practical preparation, and clear communication at every step.
START ON YOUR TERMS
A thoughtful sale starts
before the first offer.
Your business carries years of decisions, relationships, and responsibility. A selling conversation should make room for all of them.
We start with your priorities, review what a buyer will need to understand, and discuss a practical path forward. You stay informed as conversations progress.
THE SELLING PROCESS
Six steps. Clear communication throughout.
Initial conversation
Discuss your priorities, your plans, and what a transition could look like.
Business review & pricing
Review the business and its financial picture to inform a thoughtful pricing discussion.
Confidential marketing
Agree on a marketing approach that protects sensitive business information.
Buyer qualification
Understand prospective buyers’ interests, readiness, and resources.
Offers & negotiation
Consider offers and work through the commercial terms of a potential transaction.
Due diligence & closing
Coordinate information requests and next steps with the buyer and your professional advisors.
What to bring to the first conversation
A general picture of your business, the industry and location, your timing, and what you hope a transition will accomplish. No financial uploads or exact business address are needed.
Discretion
Agree on what can be shared and when, before sensitive information reaches prospective buyers.
Preparation
Organize the information buyers are likely to request and identify questions early.
Perspective
Discuss realistic considerations without guarantees about a price, buyer, or timeline.
A CONFIDENTIAL FIRST STEP
Tell us about
your next chapter.
Share a few details and we’ll start with a personal conversation.
You do not need to have decided to sell. Exploring your options is a useful place to begin.
(516) 842-9665BEFORE WE TALK
Common selling
questions.
Will our conversation be confidential?
Initial conversations are treated with discretion. Public marketing should avoid identifying a business without the owner’s permission. Sharing sensitive details with prospective buyers generally requires qualification and a separate confidentiality agreement.
What should I prepare before selling?
Start with current financial statements, tax returns, information about operations, and your goals for a transition. You do not need to upload these documents to request an initial conversation.
How is an asking price determined?
A pricing discussion considers reported earnings, assets, operations, market conditions, and comparable opportunities where available. An asking price is a starting point for discussion, not a guaranteed sale value.