Typically, three years of tax returns and profit & loss statements, current-year financials, balance sheet, AR/AP details, major contracts, equipment lists, organizational documents, and real estate details.

Timing varies, but most lower- to middle-market transactions take 6–9 months from confidential listing to closing.

AI tools can be useful for general research, but they are not reliable for business valuation. The prompt you input is critical, and most AI responses are biased or incomplete. Without providing the whole picture, including financials, sold comparables, industry data, the economic environment, organizational structure, a SWOT analysis, and other relevant information, an AI program cannot generate a trustworthy value.

AI systems often tailor answers to the audience rather than applying objective market standards. For a fair market value, a comprehensive, expert-driven analysis is essential.

We focus on qualified buyers like high net worth individuals, strategic players, and small PE groups who fit your industry and financial criteria. Each buyer is fully interviewed before being introduced to your business.

Our fee is structured around a success-based model (paid at closing). We handle valuation, marketing, negotiations, and closing management without any upfront retention fee.

Beyond financials, emotional readiness is often underestimated. We approach your sale with care and sensitivity because we understand the hard work & dedication that has been put into building it.