Business Sales
A confidential, structured process designed to protect you from the first conversation to closing.
Transitions,not transactions.
Your life’s work deserves a thoughtful transition. Confidential guidance for business owners planning what comes next, whether a sale is near or still ahead.
What We Do
Business sales and exit advisory for privately held businesses.
Explore business sales →
Wealth Transition Planning
Through our affiliated financial planning firm, your exit plan and financial plan are built together from day one.
Valuation
An accurate assessment of what your business is worth to a qualified buyer in today’s market.
Exit Planning & Advisory
A structured engagement for owners 12-36 months from a sale who want to be prepared when the time comes.
Our Process
Designed to represent your interests and legacy the way you deserve.
- 01Readiness Assessment
Every owner’s situation is different. Before anything else, we take the time to understand yours: where you are, where you want to go, and what a successful transition actually looks like for you.
- 02Valuation
You need an honest number, not one designed to win your listing. We establish a defensible value based on your actual financials and what qualified buyers are paying in today’s market.
- 03Prepare for Market
Your business gets one first impression. We make sure it’s the right one: clean financials, compelling positioning, and a complete package ready for serious buyers.
- 04Find the Right Buyer
Not every buyer who expresses interest is the right fit. We screen, qualify, and require confidentiality agreements before anyone learns the name of your business.
- 05Negotiate the Deal
When offers come in, we manage every detail of the negotiation with one objective: getting you the best possible outcome on price, terms, and timeline.
- 06Manage Due Diligence
We manage the flow of information, financing, and contingencies so all parties keep moving and the deal stays on track toward escrow.
- 07Escrow & Closing
We coordinate attorneys, accountants, and lenders through closing documents, transfer items, purchase price allocation, and the details that take you from signed to closed and funded.
- 08Life After Sale
Through our affiliated financial planning firm, the conversation about what your proceeds do next starts before the deal closes, with retirement income, investment strategy, and estate planning considered together.
An introduction to MRA
See the approach behind a thoughtful business transition.
Learn more about the conversation MRA brings to owners preparing for what comes next.
Business Insights Report
Start with a clearer view of what you have built.
Our complimentary assessment is designed to help you consider value, readiness and the choices shaping your next chapter.
When you are ready to explore the road ahead, we are here.
There is no pressure to sell. Just an honest conversation about what matters to you, your business and the next stage of your life.
Talk with MRA