Establish seller goals and objectives

High-level company overview

Assess market value and set expectations

Finalize engagement terms

Research, data accumulation, and due diligence

Valuation

Prepare confidential Deal Book

Finalize marketing approach

Develop filter criteria

Marketing outreach

Present opportunity and manage buyers’ interests

Obtain confidentiality agreements

Review offers and reports

Manage key relationships

Address critical non-financial issues

Obtain signed Letter of Intent

Work with counsel to develop definitive purchase agreement

Facilitate close of open issues between parties

Advise seller on strategic planning issues

Close the deal