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PHASE 5Brokerage6–12 MO

Brokerage

The brokerage. CIM, targeted buyer outreach, indications of interest, LOI negotiation, definitive agreements, and close. The same team that engineered your value runs your deal — net-after-tax, timeline, and legacy protected.

What it is

Engineered to market. Negotiated to close.

By the time we go to market, the business is tuned, the QofE is built, the data room is ready, and the value-gap analysis has been turned into the buyer narrative. We don't list and hope. We go to market on a coordinated schedule against a curated buyer list — and we negotiate from a position of preparation, not pressure.

Go-to-market sequence
01
PRE-MARKET
CIM & teaser preparation.
Confidential information memorandum, anonymized teaser, data room build-out.
02
OUTREACH
Targeted buyer list.
Curated strategics, sponsors, and operator-buyers — sized to your goals, not the firm's quota.
03
IOI / LOI
Indications & letters of intent.
Bid management, structural negotiation, exclusivity protection.
04
DILIGENCE
Diligence management.
Buyer Q&A coordination, retrade defense, condition tracking — backed by the work we did in Consulting.
05
CLOSE
Definitive agreements & close.
Coordination with your attorney through purchase agreement, escrow, R&W insurance, working capital true-up.
What we negotiate for
01
Net-after-tax
The number that hits your account — not the headline price.
02
Deal structure
Cash at close vs. earnout vs. seller note. Risk allocation that fits your goals.
03
Reps & warranties
Indemnity caps, baskets, escrow. Protections you can live with for years.
04
Transition terms
Your role post-close. Earnout protection. Legacy and team commitments.
No handoff

The same partners who scored your Scorecard, built your Business Value Report, ran your Value Acceleration Plan, and led your Consulting — those are the people negotiating your deal. Continuity is the leverage. We don't transfer you to a "transaction team" the day we go to market.