Our Process: Step 2 — Prepare

Maximize Price. Build Credibility. Reduce Risk.

Preparation Determines Success

We professionally package your company before we launch our strategic marketing process. We handle the details while you run your business.

This preparation enables you to:

  • Maximize Price: Showcase the highlights of your business by identifying and addressing deal killers.
  • Save Time: Reduce the amount of time your business is on the market to minimize risk.
  • Establish Credibility With Buyers: Present your company in the best possible light to build confidence in negotiations.
  • Reduce Stress: We worry about the little stuff, so you don’t have to.

“The more haste, the less speed.”

– John Heywood, 16th Century British Playwright

Confidential Information Memorandum (CIM)

Create a Strong First Impression

The Confidential Information Memorandum (CIM) is a 20- to 40+ page presentation that contains the details buyers need to get to know your business, see its value, and decide to move to the next step.


  1. We use data collected during our assessment to reduce demands on your time.
  2. We release the CIM to buyers after they sign an NDA.


  • Anticipates common questions buyers ask
  • Expedites the sales process
  • Creates a positive first impression
  • Provides answers in a professional format
  • Commands a premium price
  • Highlights key acquisition benefits

CIM Table of Contents

  • Industry
  • Company
  • Financial
  • Marketing
  • Customers
  • Operations
  • Facilities
  • Assets
  • Location
  • Staff
  • Transition
  • Potential

View an excerpt from a sample CIM.

Teaser Profile

Spark Buyer Interest

Your teaser profile is an abstracted version of your Confidential Information Memorandum (CIM) that’s provided to buyers before they sign an NDA.


  1. We extract key insights from your CIM to create your teaser profile.
  2. We send your teaser to potential buyers on your buyer list.
  3. Interested buyers sign an NDA to receive your CIM.


  • Engage Buyers: Your teaser reveals enough information to whet a buyer’s appetite without revealing the identity of your business.
  • Maintain Confidentiality: Keep your sale confidential by qualifying buyers before they receive information on your business.
  • Security and Privacy: Allows us to approach competitors without revealing your business’s identity.

View an excerpt from a sample teaser profile.

Recorded Seller Interview

Captivate Buyers with Your Story

Buyers want to hear the story behind your business, but the logistics of talking with every buyer are daunting. The seller interview is a 30- to 60-minute studio-quality recording that lets you tell your story once instead of dozens of times.


  1. Tell your story in a studio-quality interview with the president of Morgan & Westfield, Jacob Orosz.
  2. Jacob coaches you through the conversation.
  3. Our professional production team edits the final recording.
  4. The interview is shared with buyers after they sign a confidentiality agreement.


  • Convenient: Record at your convenience
  • Passion: Buyers hear your passion and enthusiasm
  • Save Time: Save time by telling your story once rather than dozens of times
  • Tell Your Story: Foster a connection between you and the buyer by offering a personal account of your business

Listen to an excerpt of a sample seller interview.

Pre-Sale Financial Due Diligence

Eliminate Unwanted Surprises

Once you accept a letter of intent, the buyer will conduct due diligence to assess your business’s financial health. If the buyer discovers something questionable, it could doom a sale. After spending months finding a buyer, losing them over something you could have corrected from the outset wastes valuable time, money, and resources.


  1. Review: Our team reviews your financial statements to identify inconsistencies or potential issues.
  2. Report: We prepare a report with recommendations to improve the quality and consistency of your financials.
  3. Discuss: We set up a call with you and your accountant to discuss a resolution to any issues.


  • Accelerate the sale process
  • Reduce a buyer’s perception of risk
  • Shorten the due diligence process
  • Minimize contingent payments, such as earnouts and holdbacks
  • Address problems before going to market
  • Prevent issues during due diligence
  • Increase the chances of a successful sale

Financing Pre-Qualification

Increase Your Chances of a Sale

We evaluate your company’s chances of obtaining financing as a component of the overall transaction structure.


  1. We package your business and present it to our financing partners.
  2. We lay out potential financing options buyers may have to acquire your business.


  • Reduce the due diligence period
  • Generate more interest from buyers
  • Attract higher-quality buyers
  • Boost buyer confidence
  • Streamline the negotiating process
a bath in a well lit bathroom
Industry: ServicesRegion: West Coast

Life is short. Don’t wait too long to retire. After developing a successful franchise business for 27 years, Janie and Dale Burch were prepared to sell. It was time to reward themselves, putting the priority of spending time with family…

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