Sell-Side Transaction Process

Pre-Marketing Stage

Analyze Data and Define Strategy (1-2 weeks)

• Understand business objectives
• Establish virtual data room
• Organize core financial/operational data

Develop Marketing Assets (3-4 weeks)

• Produce Confidential Information Memorandum (CIM)
• Create buyer list
• Create projections

Marketing Stage

Go to Market (4-6 weeks)

• Solicit buyers
• Execute NDAs
• Respond to buyer question

Vet Initial Offers (1 week)

• Receive initial indications of interest
• Determine buyers to move forward

Meet Potential Buyers (3-5 weeks)

• Hold management meetings
• Conduct site visits
• Provide additional due diligence

Narrow Buyer Pool (2 weeks)

• Review revised buyer offers
• Recommend buyer
• Negotiate & Execute Letters of Intent (LOI)

Prepare for Closing (8-10 weeks)

• Negotiate purchase and ancillary agreements
• Facilitate buyer due diligence

Close