How It Works

Here’s the process in a nutshell.
You pay $0 until we sell your business:

1. Valuation within 12 Hours

We learn about your business, review financials, and let you know what the business is worth and what kind of offers you could expect in the market. Your financials and information are 100% confidential and we will even sign a non-disclosure on our end. If a company doesn’t show income on a Tax Return the process would take longer but would use other methods to calculate annual cashflow. Profit & Loss statements and or bank statements.

2. Broker Agreement

If we accept the business, we’ll extend you our broker agreement, which outlines that we only get paid when you get paid, and the agreed asking price for when we go to market. Valued Business Exits has worked hard to make this agreement seller friendly.

3. Marketing Package (5-14 Days)

Our marketing team puts together our state-of-the-art package for buyers. We’ve spent years perfecting what needs to be in the “offering memorandum, “and making the design the best in the industry to make it stand out. We use all the buzz words to attract a good buyer. I rarely use terms like 100% as it promotes a lazy buyer which is what we don’t want. To have a truly successful transfer the buyer should a good amount of involvement in the business he/she is purchasing.

4. Bank Financing

Simultaneously with the marketing package, part of our process of setting up your business up for sale is that we organize SBA 7a financing for the buyer. We have a network of lenders for this, and it allows us to reach a much wider buyer funnel. Another thing Valued Business Exits does which no other broker will is we spend time with the buyer to put together actual business plan that they work through, learning on more ways they can expand the business and how they will run the business. This is actually a crucial part of why our SBA loan get approved, this reason alone should let a seller know that he/she is working with the right broker.

5. Deal on the Market
(1-3 Months Per Tax Return Cashflow)

1) We then take the deal to market. We use three different marketing approaches to find a buyer for your business. We send it to our buyer database. Generally, 70% of our deals get sold to our existing database. 2) We send it out to our marketing channels. We have several different marketing channels we use to find people looking for companies to acquire just like yours. 3) We look for synergistic buyers: we go after buyers we’ve actually worked with and had great success!

6. Accept an Offer

All interested parties submit an offer and you decide on the best buyer depending on price, terms, and their background. The winning buyer then gets an exclusive diligence period to verify what we have claimed about the business. We usually meet in person to go over this.

7. Due Diligence (2 Weeks -3 Months)

The buyer will be given an exclusive period to go through tax returns, bank statements, and operations with you to verify that the business is as claimed. This can go quicker if we have everything that buyer needs to complete his/her Due Diligence in a timely manner. Sometimes we need to setup a face-to-face meeting with the Broker, Buyer and Seller to air-out other buyer questions on how the seller runs hi/her company.

8. Contract Development

We have Attorney Drafted contracts in place have used, and your Attorney can review the agreement in which we can send in a word format if they need to edit the document. I have done many deals in the Multi-Million Dollar range with just a buyer Attorney review, and all have gone very smooth. Steve can go over this with you more over the phone to set your mind at ease.

9. Sign & Escrow (2-7 Days)

The fun part we sign everything, and our third-party escrow holds the buyers’ cash until your business assets are transferred. Then escrow wires you your funds, or you can pick up a check.

10. Training & Transition (2 weeks - 3 months)

After the deal closes, there is a transition period where you help the new owner learn about the business, introduce them to employees/vendors, etc. This is normally negotiated and agreed upon before the deal closes as to how long and how hands-on this process is. The larger the deal usually the longer the transitions period will be.

Step 1

Valuation (within 12 hours)

We learn about your business, review financials, and let you know what the business is worth and what kind of offers you could expect in the market. Your financials and information are 100% confidential and we will even sign a non disclosure on our end.

1. Valuation (within 12 hours)

We learn about your business, review financials, and let you know what the business is worth and what kind of offers you could expect in the market. Your financials and information are 100% confidential and we will even sign a non disclosure on our end.

Step 3

Marketing Package (5-14 days)

Our marketing team puts together our state-of-the-art package for buyers. We’ve spent years perfecting what needs to be in the “offering memorandum,“ and making the design the best in the industry to make it stand out.

Step 2

Broker Agreement

If we accept the business, we’ll extend you our broker agreement, which outlines that we only get paid when you get paid, and the agreed asking price for when we go to market. We welcome your attorney to review this, we have worked hard to make this agreement seller-friendly.

Step 5

Deal on the Market (1-3 months)

We then take the deal to market. We use three different marketing approaches to find a buyer for your business.

1) We send it to our buyer database. Generally, 70% of our deals get sold to our existing database.
2) We send it out to our marketing channels. We have 13 different marketing channels we use to find people looking for companies to acquire just like yours.
3) We look for synergistic buyers: we create a target list and contact them directly.

Step 4

Bank Financing

Simultaneously with the marketing package, part of our process of setting your business up for sale is that we organize SBA 7a financing for the buyer. We have a network of lenders for this, and it allows us to reach a much wider buyer pool.

Step 6

Accept an Offer

All interested parties submit an offer and you decide on the best buyer depending on price, terms, and their background. The winning buyer then gets an exclusive diligence period to verify what we have claimed about the business.

Step 7

Due Diligence (1-3 months)

The buyer will be given an exclusive period to go through tax returns, bank statements, and operations with you to verify that the business is as claimed.

Step 9

Sign & Escrow (2-7 days)

The fun part 😊 we sign everything, and our third party escrow holds the buyers’ cash until your business assets are transferred. Then escrow wires you your funds, and the deal is closed!

Step 8

Contract Development

The buyer is responsible for drafting the purchase agreement. They will send a draft, and your attorney will review this to make sure you are protected. We have attorneys for you if you need one.

Step 10

Training & Transition (1-3 months)

After the deal closes, there is a transition period where you help the new owner learn about the business, introduce them to employees/vendors, etc. This is normally negotiated and agreed upon before the deal closes as to how long and how hands-on this process is.