Our Process for Selling a Business
Selling a privately held company is rarely a linear event. Our eight-stage process provides structure while staying flexible enough to fit your business, your timeline, and your goals.
Every transaction is different. Timing and outcomes depend on the specific business, industry conditions, and the motivations of both parties. The stages below describe our approach — not a guaranteed outcome or a fixed timeline.
1. Initial Confidential Consultation
A private conversation to understand your personal goals, financial objectives, and reasons for considering a transition. Everything shared is held in strict confidence.
2. Business Review & Evaluation
We review financial statements, operations, and market position to assess readiness, identify strengths to highlight, and surface issues to address before going to market.
3. Preparation & Market Positioning
We recast financials, prepare a blind teaser and Confidential Information Memorandum (CIM), and define the go-to-market strategy that protects your identity throughout.
4. Confidential Buyer Outreach
We discreetly approach qualified buyers and buyer networks using non-identifying materials, ensuring your competitors and employees are not alerted.
5. Buyer Screening & NDA Completion
Each prospective buyer registers and signs a Non-Disclosure Agreement. We verify financial capability and experience before any confidential detail is released.
6. Discussions & Offers
Qualified buyers receive the full information packet. We manage questions, present offers, and help you evaluate price, terms, structure, and transition commitments.
7. Due Diligence
We coordinate the buyer's verification of financial, operational, and legal records — managing the flow of information so your day-to-day operations are protected.
8. Closing & Transition Coordination
We work alongside your attorneys, accountants, and lenders through final documentation and closing, then help coordinate a smooth ownership transition.
Ready to Explore Your Next Chapter?
Begin with a confidential, no-obligation consultation at our Warsaw office.