WE HELP YOU BUY & SELL YOUR BUSINESS
3 Steps to Selling Your Business With Investia
Step 1
Your Initial Valuation
Once you tell us, “Hey, I’d like to understand what my business is worth,” we’ll schedule your initial valuation call. Even if you’re not sure you want to sell yet, you’ll get a sense of how to set yourself up for maximum acquisition value when you’re ready.
During your call, you and your Investia advisor will establish a broad value range for your business.
Want us to sign an NDA before getting on the call? We’re happy to do that.
Step2
Your Detailed Client Interview
Your client interview is tailored to your business. Our goal is to ask you every question that a potential buyer might ask you, so you’re prepared with an accurate answer.
We’ll cover the basics, like when you launched your business, your location(s), your staff members, and your daily workload. We’ll also cover more complex topics like marketing, manufacturing, developers, P&Ls, cash vs. accrual, inventory, cost of goods, and owner salaries.
We’ll review the details together because nothing else matters if the numbers aren’t correct.
Step3
Finding you the Right Buyer
Using the information you’ve given us and our extensive experience evaluating businesses, we’ll create a clear, enticing package that highlights your business’ strengths and admits its weaknesses.
When a buyer is ready to seal the deal, we’ll set you up with all the documents you need to plan a smooth closing
Thinking of Selling Now or Later?
Get your free valuation! We’ll never push you to sell. And we’ll always be honest about whether or not selling is the right choice for you.