Buying Process

A. Phase 1 ( Initial Review )

  • Review Business Outline
  • Provide qualifying information (operational & investment experience, resources)
  • Sign Confidentiality Agreement / Non Disclosure Agreement

B. Phase 2 (In- Depth Analysis)

  • Review Confidential Memorandum / Prospectus
  • Consult with own CPA / attorney for value determination (if applicable)
  • Perform local industry analysis / comparison
  • Confirm Asking Price & Terms with personal investment objectives

C. Phase 3 ( Buyer Offer )

  • Meet with business owner offsite, discuss business operations, personal introduction
  • Visit business location during off-hours
  • Prepare Offer To Purchase (with contingencies)
  • Negotiation and acceptance of Offer To Purchase

D. Phase 4 ( Due Diligence )

  • Prepare due diligence with a catalog of buyer questions
  • Obtain SBA financing ( Broker can assist )
  • Obtain regulatory approvals
  • Set closing date for final transfer


Contact A Neumann & Associates, LLC

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 to fill out a short form, or call us at (732) 872-6777. We will contact you directly and will never identify ourselves to your employees.

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