Our Process
Six steps. Your timeline. Complete confidentiality.
Every firm is different, but the shape of a well-run transition is remarkably consistent. Here is the path we walk with owners — measured, private, and paced by you.
Step 01
Confidential Conversation
A private, unhurried call — often after hours. Nothing is written down and no documents change hands until you decide it's worth going further.
Step 02
Understand Your Goals
Retirement horizon, client care standards, staff continuity, financial expectations, and your role after close. Every subsequent step is shaped by what you tell us here.
Step 03
Prepare the Opportunity
We assemble the confidential materials and identify the vetted buyers who fit — nothing is shared with anyone until you approve.
Step 04
Introductions & Focused Diligence
A tight, confidential review with the buyers you agree to speak with. One timeline and one set of rules for every buyer.
Step 05
Definitive Terms
Written offers covering structure, price, retention terms, staff continuity, and the client-transition plan. Reviewed with your independent counsel before you sign anything.
Step 06
Transition & Integration
Client communication, staff continuity, and operational integration — managed on your schedule with the buyer you chose.
Where most owners begin
Step one is the only step you commit to.
A confidential conversation is not the start of a sale process. It's an unhurried call to orient — nothing more. Every step that follows is a decision you make when, and only when, the timing feels right.
A quiet next step
Begin with a confidential conversation.
A single private call about your firm and the marketplace we run. No obligation.