As a trusted accountant, you are often the first to know when a business-owning client begins contemplating an exit. Yet many owners, and even their advisors, are not fully aware of how the right M&A process changes the outcome of a sale. Without guidance, sellers fall into suboptimal processes that quietly cost them value and favorable terms.
The problem: suboptimal sale processes
Fixed-price sales. Setting a price and listing it leaves value on the table, because it never tests what a competitive market would pay.
Single-buyer processes. Engaging one buyer locks the seller into that buyer's timeline and terms, with no competition to create leverage.
Buyer-controlled dynamics. Without competition, a buyer can reshape price and conditions after the letter of intent is signed.
The solution: a limited auction
A limited auction, run by experienced M&A advisors, creates a structured, competitive market that maximizes value while keeping the sale confidential. In short:
Teaser and buyer selection
Preselected, qualified buyers receive an anonymized teaser and sign an NDA for the full package.
Indications of interest
Buyers submit initial bids by a deadline, which creates competitive pressure for strong offers.
Management meetings and LOIs
The strongest bidders meet management, then submit detailed Letters of Intent to negotiate from.
Closing
Once an LOI is signed, the deal enters closing, typically completed within about 90 days.
Why this matters for you and your clients
Your clients achieve the best price and terms for their business.
You strengthen your role as a key advisor in their most important financial decision.
You add our M&A expertise to your own, making you an even more valuable partner.
Let's work together
We guide business owners through every stage of a sale, from preparation to negotiation and closing. We would welcome the chance to collaborate with you, so your clients get the best possible outcome when it is time to exit.
