M&A Process Timeline | Stages of Selling a Business

1

Engagement & Preparation

3 – 4 Weeks

We begin by understanding your goals, reviewing your financials, and preparing your business for market. This foundational phase sets the stage for a successful outcome.

Introduction & Strategic Alignment
Seller Objectives & Exit Planning
Financial Review & Normalization
Legal & Structural Preparation

2

Marketing Material Development

3 – 4 Weeks

We craft compelling, confidential marketing materials that present your business in the best possible light to qualified buyers and investors.

Target Investor List
Corporate Profile ("Teaser")
Confidential Information Memorandum (CIM)
Virtual Data Room & Diligence Prep

3

Targeted Outreach Campaign

3 – 6 Weeks

We launch a multi-channel outreach campaign, leveraging our network and technology to connect with the most relevant strategic and financial buyers.

Email Outreach
Telephone Campaigns
Direct Mail
AI-Powered Targeting
M&A Portals
LinkedIn Outreach

4

Buyer Qualification & Engagement

8 – 12 Weeks

The longest and most critical phase. We screen interested parties, facilitate management presentations, and collect indications of interest to build competitive tension.

Investor Qualification & Screening
Management Presentations
Q&A Coordination
Indications of Interest (IOI) Collection

5

Offer Consideration

2 – 4 Weeks

We analyze and compare all offers, advise on the strongest path forward, and negotiate the letter of intent to protect your interests.

IOI Review & Bid Comparison
Final Investor Selection
LOI Negotiation & Structuring
Agreement Preparation

6

Due Diligence, Negotiation & Closing

6 – 12 Weeks

The final stretch. We manage the due diligence process, negotiate the definitive agreement, and guide you through to a successful close.

Financial, Legal & Operational Due Diligence
Definitive Agreement Negotiation
Transaction Completion

Stages & Timeline of an M&A Process

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