Selling Your Business

Guiding you from first thought to final signature - confidentially, calmly, and completely

Selling a business is more than a financial decision, it’s a deeply personal milestone. Whether your goal is retirement, transition, or simply the next chapter, the process can feel overwhelming at first. My role is to make it organized, strategic, and manageable from the very beginning, so you can focus on what matters while I handle the details.

I don’t believe in high-volume brokerage. I work with a limited number of owners so I can stay personally involved at every stage. That means no handoffs, no generic listings, and no rushed decisions. You’ll always work directly with me, from our first conversation through closing day.

My goal isn’t just to help you sell. It’s to help you sell well, on your timeline, with confidence and peace of mind.

What Makes My Process Different

When it comes to selling your business, process matters. The right approach leads to stronger offers, smoother negotiations, and greater certainty at closing.

I take a boutique approach based on three core principles:

Limited Listings

I intentionally represent only a select number of businesses at a time, ensuring every client receives full attention and strategic guidance throughout the process.

Personal Involvement

You’ll never be passed off to junior staff. I stay involved in every conversation, every negotiation, and every decision, protecting your interests at each step.

Complete Discretion

Your business is never publicly identified. All buyers are screened and required to sign NDAs before receiving any confidential information. Your reputation, employees, and customer relationships are always protected.

This approach creates a smoother experience and leads to stronger outcomes, financially and personally.

The Stages of a Successful Sale

While every business is unique, the most successful sales follow a structured and proven path. Here is what our work together typically looks like:

1. Discovery & Valuation

We begin with a confidential conversation about your goals and timeline. I provide a market-based valuation so you can understand your position and set realistic expectations before entering the market.

2. Preparation

Before approaching buyers, we strengthen your positioning and highlight what makes your business valuable. This preparation reduces risk for buyers and often increases the value of your business.

3. Buyer Search

Using my network of qualified buyers and databases, along with discreet outreach, your business is marketed confidentially to those who are financially and strategically aligned.

4. Screening & Qualification

Every inquiry is carefully vetted. Only serious buyers with financial capability receive confidential information about your business, and only after signing an NDA.

5. Negotiation

I handle communication and negotiation, presenting offers and protecting your position. You’ll always be informed and involved but never left to manage the pressure of tough conversations alone.

6. Due Diligence & Closing

Once an offer is accepted, I work with accounting, legal, and lending professionals to keep the process on track. My role is to reduce stress, maintain momentum, and ensure the due diligence and closing process feels clear and orderly.

Confidentiality at Every Step

Protecting your privacy is non-negotiable. That includes:

• No public listings

• No business identity revealed without an NDA

• Screening all buyers before any information is shared

• Secure documentation and communication channels

• Controlled release of data during due diligence
  

Your employees, customers, suppliers, and competitors should never know your business is for sale until the time is right. A well-managed sale keeps your reputation intact, and your leverage strong.

What You’ll Gain

Working with a boutique broker means receiving more than listing and negotiation support. It means having a professional advocate who keeps your interests at the center of every decision.

You’ll benefit from:

✔️ A structured, guided process
✔️ A strategic story that positions your company well
✔️ Multiple qualified buyers, not just one “maybe”
✔️ Support during negotiation and due diligence
✔️ The ability to continue running your business confidently
✔️ Peace of mind knowing everything is handled properly

A well-managed sale protects both value and dignity, ensuring you walk away feeling confident and proud of how the process was handled.

Selling Your Business Should Feel Organized, Not Overwhelming

My goal through every step is to make the process clear, manageable, and respectful of everything you’ve built. There is no pressure to move quickly, only a commitment to move wisely.

My role is to help you close a chapter of your life with clarity, confidence, and calm.

Whether you’re ready to sell soon or simply want to understand your options, it may be the right time to begin with a confidential conversation.