Sunbelt Sales Process
1
Initial Meeting
- Define Your Personal & Financial Goals
- Discover Options for Successfully Exiting Your Business
- Answer Questions About Marketplace & Process
2
Valuation
- Gather Profit and Loss Statements
(3 Years + YTD)
- Gather Tax Returns
(3 Years)
- Recast Financial Statements/Complete SDE
- Determine Fair Market Value
- Pre-Qualify Business
3
Listing Meeting
- Sign Listing Paperwork
- Sign Broker Services Acknowledgement
4
Prepare
- Gather Documents**
- Complete Seller Questionnaire
- Create Confidential Business Profile
- Create Website Ads
- Create Target Lists
- Sign Marketing Approval Form
5
Marketing Launch
- Sunbelt Network
- Proprietary and Industry Websites
- Email Blasts
- Internal Database
- Internal Broker Networks
6
Buyer Engagement
- Screen Prospective Buyers
- Buyer/Seller Meeting
- Draft & Negotiate Offers
- Due Diligence/Clear Contingencies
7
Closing & Transition
- Follow Closing Checklist
- Training provided by seller during transition period
Sunbelt Advantage
- Sunbelt has a proven, confidential marketing process in place
- Nationwide reach with over 200 offices
- Expertise to help Sellers NET more
- Top Ranked website reaches thousands of Buyers
- Skilled team of brokers, advisors and analysts
