Our sale process

Our sale process

At Tamalpais Business Advisors, we guide you through every step with experience, discretion
and clear direction.

At Tamalpais Business Advisors, we guide you through every step with experience, discretion
and clear direction.

Selling a business is a life changing decision.

Selling a business is a life changing decision.

Our comprehensive perspective enables us to craft tailored strategies that not only maximize the value of your business but also ensure a seamless and efficient selling process.

The process can be complex and time-consuming, which is why partnering with a professional who brings the expertise and experience to navigate it is essential, allowing you to stay focused on running your business.

Our proven sales process includes:

Our proven sales process includes:

  • Select final buyer

  • Coordinate detailed due diligence

  • Coordinate legal documentation

  • Closing! 

Due diligence / Closing

months 6-8

months 5-6

months 1-2

months 1-2

months 2-3

months 2-3

months 3-5

months 3-4

months 5-6

months 4-5

  • Provide data room access

  • Respond to due diligence questions

  • Prepare management presentation

  • Invite subset of potential buyers to management meetings

  • Solicit Letters of Intent (LOI)

management meetings / loi's

  • Establish sale goals, including preliminary valuation

  • Scrub financials, complete other sale preparation

  • Develop preliminary buyer list

  • Prepare Teaser & Confidential Investment Memorandum (CIM)
  • Contact potential buyers, deliver teaser

  • Execute NDA’s 

  • Deliver CIM’s

buyer
outreach

  • Respond to initial due diligence questions

  • Solicit Indications of Interest (IOI’s)

  • Create and populate data room

iOI’s

Sale
Preparation

Buyer outreach

due diligence / closing

  • Contact potential buyers, deliver teaser
  • Execute NDA’s 
  • Deliver CIM’s

management meetings / Loi's

sale Preparation

  • Establish sale goals, including preliminary valuation
  • Scrub financials, complete other sale preparation
  • Develop preliminary buyer list
  • Prepare Teaser & Confidential Investment Memorandum (CIM)
  • Provide data room access
  • Respond to due diligence questions
  • Prepare management presentation
  • Invite subset of potential buyers to management meetings
  • Solicit Letters of Intent (LOI)

ioi's

  • Respond to initial due diligence questionns
  • Solicit Indications of Interest (IOI’s)
  • Create and populate data room
  • Select final buyer
  • Coordinate detailed due diligence
  • Coordinate legal documentation
  • Closing! 

months 5-6

months 6-8

months 1-2

months 2-3

months 3-5

For more information or to discuss how Tamalpais Business Advisors can help you plan or execute the sale of your company, please contact us.


Contact us

Contact us

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