Seller’s Representation

Seller’s Representation

Seller Representation – Your Path to a Successful Sale

Thinking about selling? Did someone approach you to buy your business? Let’s talk.

Start with a Complimentary Consultation

Selling your business is one of the biggest decisions you’ll ever make. Before you say “yes” to an offer, let’s help you make sure it’s the right move for you. At Kelly Business Advisors, we combine education, evaluation, and advising to help you understand the possibilities of selling your business.

Top Questions:

  • Understand the process for selling your business.
  • Decide if now is the right time to sell your business.
  • What will Kelly’s representation cost?
  • Outline the next steps for a smooth, successful exit.

Our Proven Process

Selling a business isn’t just a transaction—it’s a journey. Our process is built on experience, industry best practices, and dedicated service.

Along the way, we:

  • Maintain Strict Confidentiality
  • Prepare you for the challenges that are coming.
  • Help buyers accept the challenges of your business while highlighting its strengths.
  • Manage expectations with both buyer and seller to keep negotiations productive.
  • Laser focused on increasing value and closing the transaction.

Here’s how we guide you every step of the way:

  • Step 0: Confidentiality
    • Your privacy is our priority. We protect sensitive information from day one.
  • Step 1: Complimentary Meeting
    • We start with a no-obligation conversation to understand your goals and answer your questions.
  • Step 3: Engagement Agreement
    • When you are ready, we finalize our engagement agreement to get Kelly’s sale process started.
  • Step 4: Preparing to Go to Market
    • We create a custom marketing plan, build buyer lists, and assemble your transaction team. We prepare an Executive Summary, Confidential Information Memorandum (CIM), outreach letters, and ads—all designed to position your business for maximum value.
  • Step 5: Sign Off
    • Prior to going to market you approve the marketing materials and we check in on expectations.
  • Step 6: Marketing Campaign
    • Your business is confidentially marketed to buyers through proven channels, with introductory calls, preliminary buyer qualification, and nurturing potential Indications of Interest (IOIs) ideally in a competitive process.
  • Step 7: Indication of Interest (IOI)
    • We review initial offers, identify serious buyers, and build competition for your business.
  • Step 8: Buyer Presentations
    • Who’s the best buyer? With qualified IOIs in hand, it’s time for interested buyers to present their vision for your business. (For some businesses this step can come before Step 7)
  • Step 9: Letter of Intent (LOI)
    • We negotiate non-binding terms and secure a formal offer, ideally with competition. The goal is to have all material deal terms negotiated in the LOI.
  • Step 10: Due Diligence
    • During this step is when the buyer and seller “inspect what they expect”. We guide you through the buyer’s process and help you perform due diligence on the buyer, leading to signed purchase agreements and related documents.
  • Step 11: Transition Planning
    • Planning your transition promotes a smoother handoff and can help to preserves your legacy.
  • Step 12: Closing
    • Finalize the sale and celebrate your success.

Why Kelly?

Selling a business isn’t just about finding a buyer—it’s about finding the right buyers who can succeed, offer fair terms, and pay the right price. Here’s why business owners trust Kelly Business Advisors:

  • Experience that matters: Decades of expertise in mergers and acquisitions.
  • Confidentiality: Your business details remain private.
  • Proven results: A track record of successful sales across multiple industries.
  • Trust: Always putting your needs first.
  • Personalized guidance: Every client receives our full attention.

Ready to Take the First Step?
Don’t leave your future to chance. Start with a complimentary consultation today.

Ask About Your Business Now