Walden’s Sell-Side Process

Selling your family- or founder-owned business can take a few months or even a few years, depending on the circumstances. Walden will be your representative and guide you through each stage of selling your business.

Walden’s thorough valuation will determine your company’s worth and inform strategic decisions to increase value. Timing is also crucial for maximizing your return, as the average sale takes nine months to a year.

A successful sale starts by defining your desired outcome. Whether you seek a full exit or an ownership transition, your goals for your post-business life will shape the selling process. Involving key employees in the sale can enhance its appeal to potential buyers and provide a smooth transition.

Our Planning Process Includes:

  • Seller Interview
  • Information Collection
  • Recast Financials
  • Market Opinion
  • Letter of Engagement
  • Marketing Plan
  • Prepare Offering Memorandum and Marketing Collateral

Walden uses several national and international databases to identify potential buyers or investors and generate maximum exposure for the sale.

Information is an invaluable commodity at Walden, and our principals take pride in supplying buyers with relevant details while maintaining full discretion.

Securing confidentiality agreements from qualified potential buyers minimizes the exposure of sensitive information and ensures that your business is protected at all times.

Our Search Process Includes:

  • Implement Buyer Search Plan
  • Obtain Buyer NDA and Profile
  • Present Executive Summary
  • Screen Responses, Determine Interest
  • Obtain Financial Information
  • Present Confidential Information Memorandum (CIM)

When offers start to come in, Walden will facilitate meetings and site visits so that you can connect with potential buyers personally. Once offers are submitted in the form of Letters of Intent, we carefully review them and guide you through the process.

After you sign a Letter of Intent, the due diligence and negotiation phase can be challenging. We will resolve issues as they arise and maintain constant connection as we work towards a successful sale that meets your objectives.

Our Deal Making Process Includes:

  • Initial Buyer/Seller Meeting
  • Site Visit
  • Determine Buyer Interest
  • Negotiations
  • Deal Structuring
    • Purchase Price, Terms, and Conditions
  • Letter of Intent

Walden principals will handle the intricacies of your sale agreement with precision, integrity, and care. We streamline the entire process and have a strong network of professionals to support you throughout the transaction.

After the sale is finalized, there may be a transition period where you’ll assist the buyer. This involves sharing crucial business information and key relationships to ensure a smooth handover of operations.

Our Deal Making Process Includes:

  • Due Diligence
  • Purchase Agreement
  • Financial/Legal Assistance
  • Review Final Documents
  • Closing
  • Transition Period

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