Selling Process
A Proven, Confidential Process Designed to Maximize Your Exit
Selling your business is one of the biggest decisions you’ll ever make. At Exit with Jake, we understand the emotional and financial stakes involved—which is why our Selling Process is built around one goal: making sure you exit on your terms, with confidence and maximum value.
We don’t just list your business. We guide you through a structured, personalized process that prepares you for a successful sale, protects your legacy, and connects you with the right buyer at the right time.
Our Step-by-Step Selling Process
Every business is unique, but a well-structured process ensures that nothing is left to chance. Here’s how we help owners successfully sell their businesses:
1. Initial Consultation
We start with a confidential conversation to understand your goals, timeline, and expectations. No pressure—just guidance and clarity.
2. Business Valuation & Market Readiness
Our team conducts a thorough valuation of your business using real market data and proven valuation models. We also assess your company’s readiness for sale and provide strategic recommendations to increase value before going to market.
3. Preparing for Market
We help you organize the necessary financials, documents, and key performance data to position your business properly. We create a confidential marketing package that highlights your company’s strengths while protecting its identity.
4. Buyer Outreach & Screening
Through our established network of qualified buyers, investors, and strategic acquirers, we discreetly introduce your business to serious prospects. Every inquiry is pre-screened to ensure confidentiality and fit.
5. Negotiation & Deal Structuring
We act as your advocate throughout the negotiation process, helping you evaluate offers, weigh deal structures, and navigate complex terms. Our focus is on securing the best outcome—not just the first one.
6. Due Diligence & Closing Support
From managing document flow to working closely with your attorneys and CPAs, we ensure due diligence goes smoothly and your closing is as stress-free as possible.
Why Choose Exit with Jake?
Confidential, strategic selling process
In-depth experience in valuation and deal negotiation
Access to a national network of qualified buyers
Full support from planning to post-sale transition
Seller-first approach focused on your legacy and success
Exit On Your Terms
We know selling your business isn’t just a transaction—it’s a major life event. That’s why our process is built to provide clarity, control, and confidence every step of the way.
📞 Get in touch with Exit with Jake today to start a confidential conversation about your business and what comes next.
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.