Services
We offer two services, our Elite Package and our Standard Package. Our Elite Package is delivered in two parts, Initialization and Activation. Initialization and Activation can be purchased separately for an increased fee. However, Activation cannot be purchased without Initialization. Our Al La Carte offerings are also outlined below.
Not all of our services are readily available to all customers. For example, some business sales have extenuating circumstances and require custom delivery. For example, if you are selling your business as a part of a legal settlement related to divorce, you will need a “Certified Valuation” that will meet the requirements set form by a judge or court.
All pricing is available on our pricing page.
Elite Package
For Businesses with Over $500K in Annual Revenue
Our Elite Package provides you with a complete end-to-end sales package that will ensure your business is in the best possible position to be sold. The package is broken into two delivery phases, Initialization and Activation. While this provides you with a level overview, we highly recommend that you look at our complete services page or that you book a call with us directly to discuss more.
Initialization
During initialization, we provide you with an extensive business survey that well tell us everything about your business. The results of this survey will be used as a baseline information package for our Valuation Team and our Marketing team to ensure that we know exactly how best to take your business to market confidentiality.
Key Deliverables and Services:
- Business Questionnaire
- Accounting Evaluation
- CIM Creation
- Go-to-Market Strategy
- Target Buyer Profile
- Valuation Report
- Pre Qual Lenders
- One Page Marketing Brochure
Activation
After we’ve created your CIM, Go-To-Market Strategy, Valuation and other key deliverables, we will activate your Go-To-Market strategy and start finding potential buyers for you. Your sale will be placed on major platforms and after an Letter of Intent is signed, you and your potential buyer will be given access to a secure data room.
Key Deliverables and Services:
- Transaction Coordinator
- Marketing Activation
- NDA Management
- Buyer Submission Analysis
- Document Management Room
- Contract Consultant Review
- Monthly Status Meetings
- Twice Monthly Status Reports
Standard Package
For Businesses with Under $500K in Annual Revenue
Our Standard Package provides you with the many of the same deliverables that you get in the Elite package, but the scope of these deliverables is reduced with the assumption that your business may not have some of the same complexities that a larger business has. Our philosophy is to ensure you keep as much of your hard earned money as you can. So we’ve created this package because we know that your sale is likely be less complex and therefore the cost of your transaction is going to be less.
Key Deliverables and Services Include:
- Basics Valuation Report
- Accounting Evaluation
- Abbreviated CIM
- Standard Go-to-Market Approach (general guide)
- Marketing Activation
- Buyer Submission Analysis
- Limited Transactoin Coordinator
- Monthly Status Reports
Al La Carte
For Any Size Business
The most cost advantaged approach to selling your business is to purchase one of our pre-packaged solution. These solutions ensure you have a complete end-to-end transaction delivery. However, we recognize that not all customers will want to purchase a complete solution and sometimes you may only need a specific deliverable. We also include some deliverables in our Al La Carte selections that are not available in our package solutions.
Al La Carte Offerings:
- Accounting Evaluation
- CIM Creation
- Valuation Report
- Basic Valuation Report
- Pre-Qual Lenders
- Comprehensive Appraisals
- Desk Top Appraisal
- Quality of Earnings Report
Service and Deliverable Details
We’ve outlined the details of our services and deliverables below. Expand each section to find a detailed description of the deliverable or service. We segregate our deliverables and services as follows:
Deliverables Defined
Assets that we create and provide you to keep as part of your transaction. Our deliverables are provided as PDF, Microsoft Office, or Google Docs. Deliverables can be purchased al la carte in some cases.
Services Defined
These are tasks that we complete as part of your engagement. Our services are not available to purchase al la carte.
We also have identified if the service or deliverable is included our Elite or Standard package. And if the service or deliverable is available in our al la cart solution. Of course, we can walk you through this offering and help understand how our services fit your specific needs.
Deliverable Details
Business Questionnaire
The Business Questionnaire is an extremely detailed survey used as the basis of your business discovery and onboarding. The questionnaire covers all aspects of your business including:
- Sales and Operations
- Physical Property
- Key Employees
- Market Availability
- Customer and Vendor
Elite Package
Included
Standard Package
Included
Al La Carte
Not Available
Accounting Evaluation
After your onboarding you will provide us with your financial and accounting documents. Those documents include:
- 3 Years of Annual P&L
- 3 Years of Balance Sheets
- 3 Years of Tax Returns
- Previous 12 Months of Monthly P&L
We will conduct assessment of your accounting records and tax records to ensure there are no major misses or concerns with your documentation. These documents will also be an input to your formal valuation.
Elite Package
Included
Standard Package
Included
Al La Carte
Available
CIM Creation
Confidential Information Memorandum (CIM) is a key deliverable in the marketing and advertising of your business. Your CIM will give the buyer all of the information required to understand the basics of your business and enough content to extend you an LOI (letter of intent), a non-binding agreement that outlines the intentions of a future agreement. Your CIM will vary slightly based on the package you buy.
- Elite Package and Al La Carte | Your CIM will provide a comprehensive outline of your business and will be somewhere between 20-25 pages (with formatting). Financials and add backs will be included.
- Standard Package | Your CIM will act as an extension of your 1 Page Advertising package and will provide potential buyers with a good sense of your business. Expect your CIM to be 5-10 pages long (with formatting).
Elite Package
Included
Standard Package*
Excluded
Al La Carte
Available
* Reference details for base package.
Abbreviated CIM
Confidential Information Memorandum (CIM) is a key deliverable in the marketing and advertising of your business. Your CIM will give the buyer all of the information required to understand the basics of your business and enough content to extend you an LOI (letter of intent), a non-binding agreement that outlines the intentions of a future agreement. Your CIM will vary slightly based on the package you buy.
- Elite Package and Al La Carte | Your CIM will provide a comprehensive outline of your business and will be somewhere between 20-25 pages (with formatting). Financials and add backs will be included.
- Base Package | Your CIM will act as an extension of your 1 Page Advertising package and will provide potential buyers with a good sense of your business. Expect your CIM to be 5-10 pages long (with formatting).
Elite Package
Excluded
Standard Package*
Included
Al La Carte
Available
* Reference details for base package.
Valuation
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Standard Package
Not Included
Al La Carte
Available
Basic Valuation
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Standard Package
Not Included
Al La Carte
Available
Target Buyer Profile
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Standard Package
Not Included
Al La Carte
Available
Lender PreQual
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Standard Package
Not Included
Al La Carte
Available
Go-to-Market Strategy
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Standard Package
Not Included
Al La Carte
Available
Transaction Coordinator
The Business Questionnaire is an extremely detailed survey used as the basis of your business discovery and onboarding. The questionnaire covers all aspects of your business including:
- Sales and Operations
- Physical Property
- Key Employees
- Market Availability
- Customer and Vendor
Elite Package
Included
Standard Package
Included
Al La Carte
Not Available
Marketing Activation
After your onboarding you will provide us with your financial and accounting documents. Those documents include:
- 3 Years of Annual P&L
- 3 Years of Balance Sheets
- 3 Years of Tax Returns
- Previous 12 Months of Monthly P&L
We will conduct assessment of your accounting records and tax records to ensure there are no major misses or concerns with your documentation. These documents will also be an input to your formal valuation.
Elite Package
Included
Standard Package
Included
Al La Carte
Available
Buyer Analysis
Confidential Information Memorandum (CIM) is a key deliverable in the marketing and advertising of your business. Your CIM will give the buyer all of the information required to understand the basics of your business and enough content to extend you an LOI (letter of intent), a non-binding agreement that outlines the intentions of a future agreement. Your CIM will vary slightly based on the package you buy.
- Elite Package and Al La Carte | Your CIM will provide a comprehensive outline of your business and will be somewhere between 20-25 pages (with formatting). Financials and add backs will be included.
- Base Package | Your CIM will act as an extension of your 1 Page Advertising package and will provide potential buyers with a good sense of your business. Expect your CIM to be 5-10 pages long (with formatting).
Elite Package
Included
Standard Package*
Included
Al La Carte
Available
* Reference details for base package.
Document Management Room
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Standard Package
Not Included
Al La Carte
Available
LOI and Agreement Review
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Base Package
Not Included
Al La Carte
Available
Monthly Status Meetings
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Base Package
Not Included
Al La Carte
Available
Twice Monthly Status Reports
Your Valuation will be created by a Certified Valuation Analyst (CVA). Your Valuation will consider costing three different ways.
Elite Package
Included
Base Package
Not Included
Al La Carte
Available
Business Questionnaire
The Business Questionnaire is an extremely detailed survey used as the basis of your business discovery and onboarding. The questionnaire covers all aspects of your business including:
- Sales and Operations
- Physical Property
- Key Employees
- Market Availability
- Customer and Vendor
Elite Package
Included
Standard Package
Included
Al La Carte
Not Available