Every business sale follows a proven 7-step process. Below you'll find exactly what's included at each plan level — from your first free consultation through to closing day.
A full breakdown of services across all five listing plans.
| Service | Basic | Enhanced | Premium | Flat Fee | Full Service |
|---|---|---|---|---|---|
| 1Initial Confidential Consultation | |||||
| Initial Confidential Consultation | |||||
| 2Prepare Your Seller Package | |||||
| Valuation | |||||
| Build Your CIM (Confidential Information Memorandum) | |||||
| Additional Marketing Materials | |||||
| Create NDA (Non-Disclosure Agreement) | |||||
| 3Advertise & Market Your Business | |||||
| Listed on our website | |||||
| Access to our Buyer Network | |||||
| Listed on top business-for-sale marketplaces | |||||
| Direct outreach to potential buyers by your advisor | |||||
| 4Manage Buyer Inquiries | |||||
| Manage communications and Buyer requests | |||||
| Screen Buyers | |||||
| 5Buyer Identified | |||||
| Buyer signs NDA | |||||
| Provide Details to Potential Buyers | |||||
| Initial Q&A With Buyers | |||||
| 6Buyers Submit Offers | |||||
| Negotiation | |||||
| Due Diligence | |||||
| Structure the Deal / Terms of Sale / LOI | |||||
| 7Close the Sale | |||||
| Sign the Purchase Agreement | |||||
Every seller begins with a confidential consultation with one of our advisors.
| Plan | Upgrade Eligible |
|---|---|
| Basic | Yes |
| Enhanced | Yes |
| Premium | Yes |
| Flat Fee | — |
| Full Service | — |
Professional materials that position your business for maximum buyer interest.
| Plan | NDA Management Included |
|---|---|
| Basic | — |
| Enhanced | Yes |
| Premium | Yes |
| Flat Fee | Yes |
| Full Service | Yes |
Get your business in front of qualified buyers through the right channels.
| Plan | Advisor Outreach Included |
|---|---|
| Basic | — |
| Enhanced | — |
| Premium | Yes |
| Flat Fee | Yes |
| Full Service | Yes |
Control who sees your business and how conversations are managed.
| Plan | Buyer Vetting |
|---|---|
| Basic | — |
| Enhanced | — |
| Premium | — |
| Flat Fee | Yes |
| Full Service | Yes |
Navigate the most critical phase of the sale with the right level of support.
From offer to letter of intent — get the deal structured correctly.
Cross the finish line with confidence and complete the transaction.
Additional advisor hours available at $150/hour where applicable.
| Plan | Included Hours |
|---|---|
| Basic | — |
| Enhanced | — |
| Premium | 1 Hour |
| Flat Fee | 3 Hours |
| Full Service | Unlimited |
| Plan | Exclusive Agreement | Exclusive Period |
|---|---|---|
| Flat Fee | Yes | 3 Months |
| Full Service | Yes | 6 Months |
All plans include access to our trusted network of professionals and qualified buyers.
Begin with a free consultation. Our advisors will help you choose the right plan and get your business positioned for a successful sale.