Selling a business is a process, not a single event.
The Tulimieri Strategic approach follows a clear path from the first confidential conversation to a successful close. A deliberate, phased approach, with each step designed to lower the uncertainty and keep you in control of every decision along the way.
- I
Discovery
A confidential first conversation. We learn your goals and your timeline, what aspects are clear and where you need more information and support. No obligation.
- Confidential initial conversation
- Your goals, timeline, and priorities
- Provide transparency on process and align expectation
- A candid, no-obligation assessment of the right approach for you
- II
Preparation
We study the business the way a buyer will: normalize the financials, sharpen the story, and map the buyers who would get the most value from owning it. Who we approach and when are determined by your objectives and business needs. Any recommendations to prepare the company for sale are provided as early as possible.
- Comprehensive business review
- Financial review and normalization
- Competitive positioning
- Buyer universe mapping
- III
Marketing
Targeted, discreet outreach to qualified buyers. Your business remains confidential until the interested party is under NDA. Your maintain control over disclosure of a transaction to employees, customers, and competitors.
- Targeted, confidential outreach
- Align on bidding process
- Buyer qualification and interest vetting
- Potential bidders compiled and compared
- IV
Negotiating the LOI
We weigh offers on more than price, manage due diligence, and structure the deal to protect what matters: your people, your legacy, and your proceeds. We work through structure and terms to find a solution attractive to both sides.
- LOI review and comparison
- Find and resolve any deal-breakers early
- Term negotiation
- Deal structure optimization
- V
Due diligence and the definative agreement
Following through on the carefully crafted LOI, we will hold the buyer to the agreed terms and timeline. We will work with your legal counsel to ensure it meets your objecives, minimizes risks to you, and ensure the buyer delivers on intentions.
- Orchestrate responses to diligence requests
- Manage the data room
- Negotiate details of definitive purchase agreement
- Ensure representations and warranties do not exceed market standards
- VI
Closing
Final terms, the purchase agreement, and a transition plan that sets up the next chapter, for you and for the company you built.
- Purchase agreement support
- Final negotiations
- Transition planning
- Closing execution
“Transparency and clear expectations, never pushing difficult issues until later. That gets deals done on time.”
Daryl Tulimieri
The first step is a conversation.
Confidential, candid, and with no obligation. We will talk through your goals and give you an honest read on where you stand.
Start a confidential conversation