Your employees
Staff who hear the business is for sale start looking for other jobs. Lose two key people mid-process and the buyer re-trades the price — if they don’t walk.
No upfront fees
You get one chance to sell the thing you spent twenty years building. We price it honestly, market it blind, and put enough qualified buyers in front of it that you have a real choice at the end.
The process
Three years of tax returns, interim P&Ls, and a conversation about how you actually run the business. We recast owner benefit into a defensible earnings figure and give you a written opinion of value before you commit to anything.
The full package buyers need to make an offer: recast financials, lease terms, staffing, customer mix, equipment, growth levers, and the honest weak spots. It goes out only after an NDA is signed.
A blind profile lists the industry, county and financial range — nothing that identifies you. Behind it we work our buyer database, strategic acquirers in your industry, private equity search funds, and direct outreach.
We qualify buyers for cash and SBA eligibility before you spend time on them, negotiate the letter of intent, and manage the document flow through diligence so momentum doesn’t die.
Attorney coordination, lease assignment and landlord consent, New York bulk sale notice, license transfers, escrow and a transition plan that protects your employees and your reputation.
Why it matters
Staff who hear the business is for sale start looking for other jobs. Lose two key people mid-process and the buyer re-trades the price — if they don’t walk.
Accounts that sense instability quietly start second-sourcing. Revenue dips during diligence are the single most common reason deals fall apart.
A competitor who learns you’re selling will use it — on your customers and on your staff. Some of them will also pose as buyers. We screen for that.
Before you list
None of this is complicated. All of it takes time, which is why the best call is the early one.
Tax returns that tie to your P&L, personal expenses separated out, and a payroll that reflects reality. Buyers discount what they can’t verify, and lenders won’t finance it at all.
If every decision, relationship and quote goes through you, a buyer is purchasing a job. Documented systems and a capable second-in-command are worth real multiple points.
Concentration is the diligence item that kills more lower middle market deals than any other. Where it exists, we address it in the package rather than letting a buyer discover it in week eight.
An assignable lease with term remaining, and licenses that can actually move to a new owner. In New York this is often the long pole — we start it early.
Common questions
A success fee at closing, typically a percentage of transaction value with a minimum fee on smaller deals. It’s agreed in writing before any work begins, and there is nothing owed if the business doesn’t sell.
A confidential conversation and a look at three years of financials. From that we produce a written opinion of value at no cost. Most owners take that away and think about it for a few months — that’s normal and it’s fine.
Yes, early. Deal structure — asset versus stock sale, allocation of purchase price, installment terms — drives your after-tax proceeds more than the headline number does. We work alongside your advisors rather than around them.
Usually yes. Existing debt is typically paid off at closing from proceeds. Liens, UCC filings and equipment financing need to be identified early so the payoff figures are in the closing statement rather than a surprise the week of.
Some transition is normal — typically two to eight weeks of training, sometimes a longer consulting period on larger deals. If your goal is a clean exit, we structure for it and price it in from the start.
A confidential conversation and a written opinion of value. No cost, no obligation, and nobody — not your staff, not your competitors — hears about it from us.
No upfront fees · Fully confidential · NY · NJ · CT