Explore Selling Your Agency
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1. Initial Meeting – Getting to Know Each Other
In our first conversation, we focus on building rapport and understanding your business story. We share our background and vision, and we’re eager to learn about what drives you and how you manage your operations. By the end of this meeting, both parties will determine if it’s the right time to move forward with a formal process.
2. Business Evaluation – Defining the Future Vision
Once we agree to start the process, we take a deep dive into your company’s numbers, facts, and operational details. This thorough evaluation helps us understand the current state of your business and collaboratively develop a vision for its future. When we reach a mutual understanding, we’ll provide you with an initial valuation report, outlining the potential value of your business.
3. Structuring the Deal – Establishing Framework and Terms
After aligning on a preliminary valuation, we move to the negotiation phase. Here, we discuss and agree on a purchase price and timeline. We then document these key points in an informal preliminary agreement. This early contract provides both parties with negotiation security and serves as a foundation for the more formal closing process.
4. Due Diligence & Contracts – In-Depth Analysis
At this stage, we conduct an in-depth review of your business. We scrutinize your financials, legal standing, and operational setup to ensure every detail is clear and in order. Concurrently, we begin drafting the formal purchase agreement and negotiate any necessary terms, including lease conditions if applicable. This thorough due diligence process ensures transparency and builds confidence on both sides.
5. Closing – Finalizing the Transaction
In the final step, both parties sign the finalized contracts, formally concluding the sale. Once the agreements are executed, the funds are transferred—typically arriving in your bank account by the next business day. Finally, the integration of your business into our platform is initiated, ensuring a smooth transition and continuity for all stakeholders.
Agency Acquisition FAQs
Considering selling your agency? Find answers to common questions below or contact us for a confidential discussion.