Resources / Preparing to sell

A better sale starts
before the first meeting.

You keep running the business. We work with you and the people who know your numbers to organize the information buyers will need.

01 A practical starting point

Your preparation checklist.

Start with what you already have. We agree the scope for your business and organize requests before sharing information with buyers.

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01Your priorities

02The financial picture

03Revenue and customers

04People and operations

05Open questions

Share sensitive records through an agreed secure channel, with appropriate confidentiality arrangements. Do not send employee or customer personal information just to start a conversation.

02 Clear responsibilities

We help coordinate.
You stay in control.

Preparation means making the information understandable and addressing the underlying questions—not hiding difficult facts.

BronzeCrest

Work with acquirers seeking businesses to buy. With your agreement, organize requests, coordinate the people involved and maintain a shared timetable. The buyer pays our fee at closing; you pay no fee to BronzeCrest.

You and your finance team

Provide records, explain how the business works and confirm that the information is accurate.

Your independent advisers

Assess accounting, tax and legal questions, evaluate terms and advise you on the transaction.

03 When the business is ready

A clear sequence.
Room for the real world.

We target two weeks of buyer meetings, then the following week for initial proposals. Dates are agreed with you and participating buyers. Preparation, diligence and closing take their own time.

PrepareMeet buyersCompare offersChooseDiligence & closing

04 Evaluate the buyer, too

Questions worth asking.

Who will decide?

Who approves the deal, and which decisions still need to be made?

What could change the offer?

Which assumptions about earnings, working capital or the business are still untested?

How will the purchase be funded?

What evidence of financing is available, and what conditions remain?

What happens after closing?

What are the plans for the team, brand, customers and your own role?

When would I get paid?

What is due at closing, what comes later and what depends on future results?

Who can speak to your approach?

Can I speak with an owner whose business you acquired?

A direct conversation

Start with the person
who knows your numbers.

Talk with Sameer about the right first steps for your business. You don’t need a finished data room to begin.

Call 248-376-9274Email Sameer

Confidential. Direct. At your pace.