Every business sale follows a proven 7-step process. Below you'll find exactly what's included at each plan level — from your first free consultation through to closing day.
Seven clear steps — from your first conversation with an advisor to the day you hand over the keys.
Free Consultation
Seller Package
List & Go To Market
Manage Inquiries
Due Diligence
Structure the Deal
Close on Your Terms
Free Consultation
Confidential discussion with an advisor about your goals, timeline, and exit strategy.
Prepare Your Seller Package
Valuation report, blind teaser, and CIM to position your business for buyers.
List & Go To Market
Confidential listing published and syndicated to major business-for-sale marketplaces.
Manage Buyer Inquiries
NDA-protected access, buyer verification, and organized communication.
Due Diligence & Negotiation
Structured workspace, secure document vault, and negotiation workflow.
Structure the Deal / LOI
LOI preparation, offer comparison, and deal document assembly.
Close on Your Terms
Closing preparation, final documentation, and transaction guidance.
Not sure which plan is right for you? Start with a free consultation.
Get a Free ValuationA full breakdown of services across all four listing plans.
| Service | List | Advisor | Partner | Full Service |
|---|---|---|---|---|
| 1Initial Confidential Consultation | ||||
| Initial Confidential Consultation | ||||
| 2Prepare Your Seller Package | ||||
| Valuation | ||||
| Build Your CIM (Confidential Information Memorandum) | ||||
| Additional Marketing Materials | ||||
| Create NDA (Non-Disclosure Agreement) | ||||
| 3Advertise & Market Your Business | ||||
| Listed on our website | ||||
| Access to our Buyer Network | ||||
| Listed on top business-for-sale marketplaces | ||||
| Direct outreach to potential buyers by your advisor | ||||
| Featured on Social Media | ||||
| 4Manage Buyer Inquiries | ||||
| Manage communications and Buyer requests | ||||
| Screen Buyers | ||||
| NDA Management | ||||
| 5Buyer Identified | ||||
| Buyer signs NDA | ||||
| Provide Details to Potential Buyers | ||||
| Initial Q&A With Buyers | ||||
| 6Buyers Submit Offers | ||||
| Offer Review & Recommendations | ||||
| Negotiation Support | ||||
| Due Diligence Support | ||||
| Structure the Deal / Terms of Sale / LOI | ||||
| 7Close the Sale | ||||
| Purchase & Sale Agreement Support | ||||
| Attorney / Lender / Accountant Coordination | ||||
| Closing Coordination | ||||
Every seller begins with a confidential consultation with one of our advisors.
| Plan | Upgrade Eligible |
|---|---|
| List | Yes |
| Advisor | Yes |
| Partner | Yes |
| Full Service | — |
Professional materials that position your business for maximum buyer interest.
| Plan | NDA Management Included |
|---|---|
| List | — |
| Advisor | Yes |
| Partner | Yes |
| Full Service | Yes |
Get your business in front of qualified buyers through the right channels.
| Plan | Advisor Outreach Included |
|---|---|
| List | — |
| Advisor | — |
| Partner | Yes |
| Full Service | Yes |
Control who sees your business and how conversations are managed.
| Plan | Buyer Vetting |
|---|---|
| List | — |
| Advisor | — |
| Partner | Yes |
| Full Service | Yes |
Navigate the most critical phase of the sale with the right level of support.
From offer to letter of intent — get the deal structured correctly.
Cross the finish line with confidence and complete the transaction.
Every plan includes access to our advisor network. The level of hands-on support scales with your plan.
| Plan | Advisor Consultation | Support Level |
|---|---|---|
| List | — | Self-directed |
| Advisor | Included | Guided — 1 dedicated advisor hour/mo |
| Partner | Included | Collaborative — unlimited advisor access |
| Full Service | Included | Fully managed — we handle everything |
| Plan | Exclusive Agreement | Exclusive Period |
|---|---|---|
| Full Service | Yes | 6 Months |
All plans include access to our trusted network of professionals and qualified buyers.
Begin with a free consultation. Our advisors will help you choose the right plan and get your business positioned for a successful sale.