Roadmap for Selling Your Business — From Preparation to Successful Exit

This diagram provides a clear overview of the main phases involved in selling your company, highlighting essential steps—from initial preparation and strategic buyer engagement, through negotiations, detailed due diligence, legal documentation, and successful closure.

Roadmap for Selling Your Business — From Preparation to Successful Exit

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This structured end-to-end process will enable you to manage the transaction with clarity, transparency, and maximize value for all your stakeholders.

The Phases Explained

Phase 1: Preparation

Define Strategic Sale Objectives

Clarify the scope, deal type (full/partial), valuation expectations, and timeline.

Engage a Transaction Advisor

Appoint an experienced M&A advisor to lead the sale process.

Get a Professional Valuation of the Business

Engage a professional valuation expert

Develop Key Marketing Collateral

Prepare a compelling Information Memorandum (IM) and a concise Teaser.

Set Up a Secure Data Room (VDR)

Organize documents in a confidential, controlled environment.

Finalize the NDA Template

Agree on a standard Non-Disclosure Agreement to protect sensitive information.

Phase 2: Buyer Outreach & EoI

Phase 3: Term Sheet & Indicative Terms

Phase 4: Due Diligence

Phase 5: Legal Documentation

Phase 6: Closing & Settlement