An Advisor Partner That You Can Trust

We offer a full range of services for those looking to buy or sell businesses.

Selling A Business
Buying A Business
Business Valuation
Value Enhancement
Lead Generation

For Sellers

Our Proven 6 Step Process

#1 Valuation & Strategy

In a complimentary introductory consultation, we engage with you in a no-cost, no-obligation conversation to delve into your business and understand its distinctive features. Our aim is to acquaint you with our services, methodologies, pricing, and the step-by-step process of selling a business. Rest assured, all information shared during the discussion remains strictly confidential. Following the consultation, we proceed to provide you with a complimentary valuation, showcasing the potential value range of your business.

#2 Marketing The Business

Upon engagement, we start the process of preparing your business for sale efficiently. Creating marketing profiles, we highlight its unique strengths and assets while safeguarding sensitive details. Utilizing these summaries and other resources, we utilize of expertise in marketing technology to promote your business through our extensive network, internet platforms, strategic, newsletters, and more. Confidentiality is paramount, as we use generic descriptions and ensure the anonymity of your business.

#3 Review Potential Buyers

As inquiries roll in, we employ technology-driven pre-screening processes to assess buyer seriousness and financial capacity. Only after thorough evaluation do we present potential buyers to you for approval, ensuring sensitive information remains secure. Our technology allows us to pre-screen en masse, resulting in a larger pool of potential buyers and a highly competitive bidding process. We maintain ongoing communication with you, ensuring that we disclose sensitive information only with your explicit approval.

#4 Meeting Possible Buyers

The next step involves meetings with potential buyers. These meetings provide an excellent opportunity for you to acquaint yourself with the potential buyer, explain your business, and address any questions they may have. Typically, discussions during the meeting revolve around high-level topics like business strategy and history. Following the meeting, many buyers may wish to conduct a more detailed review of your business's financials, allowing them to arrive at a valuation and make an offer with confidence.

#5 Review Offers & Negotiate

When a potential buyer expresses their intention to purchase your business, this is typically formalized through a "Letter of Intent" (LOI). This document outlines the specifics of the offer, including the proposed purchase price, payment terms, transition period, and other relevant conditions. We thoroughly explain the offer and its various components. You have the freedom to either accept the offer, reject it outright, or enter negotiations to modify certain aspects. We provide insights to help you make the decision that aligns with your best interests.

#6 Due Diligence & Closing

When a potential buyer expresses their intention to purchase your business, this is typically formalized through a "Letter of Intent" (LOI). This document outlines the specifics of the offer, including the proposed purchase price, payment terms, transition period, and other relevant conditions. We thoroughly explain the offer and its various components. You have the freedom to either accept the offer, reject it outright, or enter negotiations to modify certain aspects. We provide insights to help you make the decision that aligns with your best interests.

Sterling Deal Origination Stats

$20M+ in Solar Transactions

$15M+ in Tree Care Services Transactions

$9M+ in Flooring Transactions

$7M+ in Ground Water Services Transactions

$5M+ in Residential Roofing Transactions

For Buyers

Our Proven 6 Step Process

#1 Initial Consultation

In the introductory meeting, we aim to delve into your objectives, explore the specific industries or ventures that pique your interest, and gain insights into your financial background.​ We explore your professional background and give guidance on potential business fits.

#2 Strategy Review

Following the introductory meeting, we will meticulously craft a strategy plan tailored to the businesses and industries we believe align with your interests. This plan will outline our approach for identifying the perfect business that best suits your needs and preferences.

#3 Perform Outreach

Utilizing our extensive network of sellers, we will conduct outreach to targeted businesses that we consider to be a great match for you. Our primary objective is to gather a wide array of qualified sellers, presenting you with a plethora of options to choose from.

#4 Review Options​

We present a comprehensive list of businesses that fit your criteria. When you find a business that you think is good fit, we'll ensure you have the information you need to make an informed decision. We will make an introduction, let you review the financials, and guide you through the process.

#5 Prepare Offer and Negotiate

We provide analysis and comparable sales data to help guide your valuation of the business and other details included in your offer. If the seller doesn't accept the deal as is, we provide insights on negotiating strategy. We are by your side through the entire process.

#6 Due Diligence & Closing

Once the seller has agreed to the conditions in your offer, and you've obtained financing, it's time to close the deal. We help streamline the process by making recommendations for accountants and lawyers. We stay involved until the deal is fully closed and the business is yours!

Talk To A Trusted Advisor Today

Even if you are only curious about the process or just starting to think about buying or selling a business, feel free to reach out. We are happy to chat, no matter where you are in the process.

Free Business Valuation

Business valuations are always free, even if you aren’t looking to sell right now. It’s always a great idea to understand the value of your business.