The Sageview Exit Roadmap
SELL-SIDE SERVICES
Selling a business can be a complex and stressful process. Having guidance from someone who has been in your position can make it much more manageable.
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Following a proven process helps ensure that crucial steps aren't overlooked and that your transaction progresses systematically toward a successful close.
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PREPARATION
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Define seller's goals & develop go-to-market strategy
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Sageview due diligence
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Prepare financials
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Valuation & pricing strategy
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Compile targeted buyer list
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Create marketing materials: teaser and confidential information memorandum (CIM)
MARKETING & SCREENING
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Outreach to targeted buyers
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Advertise through various databases & websites
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Send teaser to interested buyers
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Send non-disclosure agreement (NDA)
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Send CIM upon receipt of NDA
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Answer questions and respond to supplemental information requests
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Screen potential buyers
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Coordinate buyer/seller meetings
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Establish secure online data room
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​Solicit letters of intent (LOIs)​
OFFERS & NEGOTIATION
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Evaluate offers
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Negotiate price & deal terms
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Leverage offers
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Advise on selection of buyer
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Develop backup buyers
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Coordinate signing of LOI
DUE DILIGENCE & CLOSING
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Coordinate collection & distribution of due diligence documents
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Advise on purchase agreement & closing documents
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Work with buyer's CPA and lender to ensure non-legal details are addressed
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Oversee preparations for the closing process
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Manage closing timeline
Steps to a Successful Exit
01.
Price
Price Your Agency & Execute Agreement
02.
Prepare
Marketing Materials & ID Potential Buyers
03.
Market
Buyer Outreach & Screening
04.
Negotiate
Deal Terms & Due Diligence
05.