Buying Process
A Strategic, Step-by-Step Approach to Buying a Business
Purchasing a business is a major move—and the process can be complex without the right guidance. At Exit with Jake, we’ve created a streamlined, buyer-focused process that removes the guesswork and sets you up for success.
From identifying the right opportunity to closing the deal, our Buying Process is designed to ensure clarity, reduce risk, and help you make the smartest possible investment.
What to Expect When You Buy with Exit with Jake
We guide you through a well-structured, proven process that makes buying a business smooth, transparent, and empowering. Here’s how it works:
1. Initial Consultation
We start with a confidential conversation to learn about your background, goals, industry preferences, financial position, and investment criteria. This gives us the foundation to match you with the right opportunities.
2. Targeted Opportunity Search
Using our exclusive network and industry reach, we identify businesses that meet your goals—many of which are not publicly advertised. We provide you with detailed overviews so you can make informed choices.
3. Business Evaluation & Valuation Review
We help you analyze key financials, operational structure, growth potential, and market position. Our team will also verify the business’s valuation to ensure it aligns with market standards and your goals.
4. Confidential Buyer-Seller Meetings
We coordinate meetings between you and the seller—confidential and professional—so you can get a firsthand sense of the business, ask questions, and assess compatibility.
5. Offer & Deal Structuring
When you’re ready, we assist in crafting a strategic offer and structuring terms that reflect both your needs and the seller’s expectations. Our focus is on fairness, clarity, and long-term value.
6. Due Diligence
We help you perform a detailed due diligence process—reviewing everything from contracts and licenses to leases and employee details. This step ensures you have all the information needed to move forward with confidence.
7. Closing & Transition Support
Once the deal is finalized, we guide you through closing requirements and help ensure a smooth transition from seller to buyer. If needed, we coordinate seller training and handover support.
Why Buyers Trust Exit with Jake
A clear, transparent process
Expert guidance every step of the way
Focused on your long-term success
Confidentiality and professionalism throughout
Designed to reduce risk and maximize value
Your Path to Business Ownership Starts Here
With Exit with Jake, you’re not just buying a business—you’re gaining a partner committed to helping you succeed. Let us walk you through the process, protect your interests, and lead you toward the right opportunity.
📞 Contact us today to learn more about our Buying Process and take the first step toward owning the business that’s right for you.
A professional business valuation gives you a clear, unbiased understanding of your company’s worth. It’s essential when preparing to sell, bringing on investors, planning for retirement, or even just understanding your financial position. A DIY estimate can miss key factors that influence value, potentially costing you time and money.
The timeframe varies based on the size and complexity of your business, but most valuations are completed within 2 to 4 weeks. We ensure a thorough, accurate assessment while respecting your timeline and goals.
We typically request financial statements for the past 3–5 years, tax returns, details about assets and liabilities, ownership structure, and any additional documents that help us understand your operations and value drivers. Don’t worry—we’ll guide you through every step of the data collection process.
Absolutely. Your privacy is our top priority. All information you provide is kept strictly confidential and is used solely for the purpose of evaluating your business. We operate with complete professionalism and discretion throughout the process.
Any questions? Please contact us at 480 999 3339
Contact Exit With Jake
If you are considering selling your business, please contact us to learn more about our comprehensive service spectrum. Our experienced professionals will answer all your questions about selling a privately held business in complete confidentiality. Please fill out our contact form, or call us at 480 999 3339. We will contact you directly and will never identify ourselves to your employees.