Business Sale Process

Business brokers in Portland Oregon and Bellevue Washington

A business sale is the most important transaction of many entrepreneurs' lives.

Our expertise, proven proprietary tools, and systems can help sellers avoid critical mistakes and increase the probability of successfully and efficiently navigating the complex and nuanced business sale process.

Selling a business is challenging. We make it easier.
Business marketability assessment meeting

A free marketability assessment is conducted to: 

  • Provide feedback on issues that may impact marketability & value.

  • Help determine probability of successfully selling the business.

  • Start transferring info needed to analyze and package business

1

marketability
assessment
Business valuation and analysis
  • Beginning of structured knowledge transfer 

  • Re-cast financials and comprehensive analysis is foundation for accurate info packages

  • Multiple valuation approaches used in pricing strategy

3

analysis &
valuation
business broker agreement

Basic terms: 

  • Up-front packaging fee of $3,000 credited toward closing commission

  • 2.5% - 9.5% commission (deals $1-25M)

  • 8-month minimum term

  • 12-month tail

  • No monthly retainer or advertising expenses

2

engagement
agreement
Business sale packaging
  • Organize and present information in:

    • Non-confidential intro package​

    • Confidential info package

    • Due diligence data room​

  • Goals

    • Intro package has enough info that only serious buyers submit NDAs

    • Confidential package ​accurate & complete enough to attract strong LOIs that will make it to the finish line.

4

packaging
 
investment bankers how to market a business

Custom marketing plan to reach strategic and financial buyers may include: 

  • Research strategic buyers and send them intro packages

  • Ads on 150+ business websites

  • Search our proprietary database of thousands of buyers to identify matches

  • Social media, blog posts & Google AdWords 

  • Expose business to appropriate matches from a 20,000+ network of mid-market deal professionals

5

marketing
 
Business sale letter of intent
  • Codiligent takes lead role in negotiating Letter of Intent with input from Seller's attorney and CPA

  • Include all major deal terms rather than risk deferring negotiation to final legal documents

  • Help clients understand & evaluate deal terms, and risk-adjusted present value of deal structure.

  • Experience provides understanding of appropriateness of buyer-proposed terms.

6

letter of intent
 
Business sale due diligence
  • Codiligent puts together a secure, well-organized, on-line document room to make due diligence more efficient

  • Reviews information for accuracy and to ensure that it's presented positively

  • Ensures that all due diligence conditions are met, and that info is delivered in an organized way to prevent deal-killing confusion.

7

due diligence
 
Business sale closing
  • Prior detailed Letter of Intent makes         purchase agreement negotiations easier

  • Help client select & manage attorney 

  • Codiligent is actively involved with purchase agreement negotiation: reviews & provides input to seller & attorney

  • Ensure closing conditions are met

8

legal docs /
closing
Business brokers vancouver and camas washington
Business buyer profiles
are there buyers for your business

Buyer profiles

Codiligent business brokers ideal client profile

Client

characteristics

who is our preferred client