Success is in your hands
2) Our Selling Process - A Roadmap to Success
Preparing a business for sale is a specialized and complex process requiring the skills of an expert intermediary. We provide practical solutions to achieve your exit goals, as well as strategic analysis and advice on your exit plans. We work hard to understand your needs and achieve your goals.
Our business brokerage services emulate mergers and acquisitions tactics used by the largest corporations, which maximizes your selling value and minimizes selling time. We specialize in selling businesses valued from $3 million to $50 million. We understand the inner workings of how to maximize the value of a business by providing the perspective of a buyer. And we utilize an extensive database of buyers around the world.
So if you are thinking of selling your business, you’re on your way to some major changes. Prepare yourself before you start, with a well-designed roadmap from CK Global Solutions.
Contact us now for a FREE CONSULTATION: We promise to listen and help you sort through the options. Or call us at +1 (604) 909-1271.
Your Roadmap to Success
This step-by-step roadmap describes the CK Global Solutions selling process milestones, from the initial handshake to the final signature. No two transactions are exactly alike, and this roadmap adapts to your specific needs. Here’s how our roadmap unfolds:
Milestone #1: Fact Finding
- At our initial meeting we identify your needs, timelines and objectives. Confidentiality agreements are signed to protect all aspects of the conversation.
- We work to understand the fundamentals of your business. A Seller’s Disclosure document can provide us with specific, fact-based information about your business.
- The business owner engages CK Global Solutions and an agreement is signed, typically involving a retainer fee and a success fee based on a percentage of the total sell price.
Milestone #2: The Action Plan
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The business is prepared for sale and detailed information is collected, analyzed, confirmed, and documented:
- Detailed financial statements, employee records, tax records, all “book-keeping” material
- Strategic assets, marketing material, business plans and strategies
- Improvements to physical plant, offices, general clean-up or cosmetics
- Any additional information impacting the sale and a realistic selling price is determined
- A Confidential Information Memorandum is prepared for prospective buyers, including an overview of the business, details relevant to the buyer and strategic advantages.
- A marketing plan specific to the business is developed, taking into account what we learned in the Fact Finding stage, industry and competitive research.
- The marketing plan becomes the platform for the search for buyers, which can include listing your business on various websites and actively approaching known buyers in our database.
- Confidentiality is maintained at all times by protecting the name and location of the business and releasing only general information in a high level summary.
A Note About Confidentiality
Selling a business is a sensitive issue. Depending on your current situation, you may not want your employees, suppliers, customers, banks or competitors to know you are selling your business. We take these steps to maintain strict confidentiality:
- Providing an initial summary to prospective buyers, which does not reveal the name, location, or information that would enable them to identify the specific business for sale.
- All prospective buyers must sign a Non-Disclosure (Confidentiality) Agreement before receiving additional details.
- The marketing approach is customized and is based on your specific needs and goals.
- We never represent both the buyer and the seller in the same transaction.
Milestone #3: Matchmaking
- Potential buyers are screened and pre-qualified, which may include involvement of legal and credit associates as well as proof of net worth and capacity to buy.
- Suitable buyers are identified, ideally multiple buyers to drive maximum market value.
- Confidentiality agreements are initiated and signed by potential buyers.
- We meet with potential buyers to discuss the business and respond to questions.
- The business owner and potential buyer may meet or discuss the business in the presence of CK Global Solutions representatives, including a potential inspection of the business.
- All offers to purchase are reviewed with the business owner, with next steps and tactics discussed and agreed upon.
Milestone #4: Negotiation and Due Diligence
- CK Global Solutions facilitates the negotiations between buyer and seller. We act as a level-headed “quarterback” during this critical phase.
- We provide informed and experienced coaching for either party, lending objectivity and rationality to the process and terms.
- We assist you through due diligence, including working with your legal counsel and other advisors such as your accountant to answer questions, provide background research and present both parties’ viewpoints from an experienced and informed perspective.
- We recommend you seek independent legal advice to review all legal documents.
Milestone #5: The Sale
The “final destination” – the sale – is not the end of the road. CK Global Solutions can recommend advisors on comprehensive personal capital management, tax and financial planning to assist your short-term needs and longer-term objectives.


