Six stages. No skipped steps. No handoffs.
The right outcome takes the time it takes. Our process is structured around finding the buyer who fits your company — not the one who moves fastest.
Every stage, in order
01 — Confidential Preparation
02 — Valuation & Positioning
We work under NDA before a single document leaves the building. Financial recast, operational narrative, and positioning are set before any buyer sees your name.
Valuation sets the floor. The positioning memo above it — market context, growth levers, owner-dependency risks — is what determines where you actually land at close.
03 — Buyer Identification
04 — Deal Structuring
We draw from a decade of Austin-market relationships and qualified buyer files. Speed is not the screen — operational fit and cultural continuity are.
A principal negotiates every term — earnouts, seller notes, transition periods. No junior coordinator carries your deal. We stay at the table through every revision.
05 — Due Diligence & Closing
06 — Post-Close Stewardship
We coordinate attorneys, CPAs, and lenders without letting any one party slow-walk the close. Discipline here protects the price set in stage two.
When the non-compete period begins, we're still reachable. Transition questions, introduction handoffs, and deferred obligations — we stay available through the full handover.
What first-time sellers ask us
Six to fourteen months is the honest range for most Austin-market deals. We don't quote a number to win the engagement — we quote a range built on the company's complexity and buyer pool depth.
How long does the process take?
Proof of funds and a signed NDA before any financials are shared. Beyond that, we look at operating history and whether the buyer's background actually maps to your company's model.
How do you screen buyers?
We remain available through the transition period. If an obligation or representation question surfaces during the non-compete window, you reach a principal — not a case file.
What happens after the deal closes?
See how this applies to your business
A first conversation is confidential and carries no obligation. Bring your situation; we'll tell you where the process begins for a company like yours.