Under 5 Million – Process

Sunbelt’s Unique Sales Process

1 Initial Meeting

  • Define Your Personal & Financial Goals
  • Discover Options for Successfully Exiting Your Business
  • Answer Questions About Marketplace & Process

2 Valuation

  • Gather Profit and Loss Statements
    (3 Years + YTD)
  • Gather Tax Returns
    (3 Years)
  • Recast Financial Statements/Complete SDE
  • Determine Fair Market Value
  • Pre-Qualify Business

3 Listing Meeting

  • Sign Listing Paperwork
  • Sign Broker Services Acknowledgement

4 Prepare

  • Gather Documents**
  • Complete Seller Questionnaire
  • Create Confidential Business Profile
  • Create Website Ads
  • Create Target Lists
  • Sign Marketing Approval Form

5 Marketing Launch

  • Sunbelt Network
  • Proprietary and Industry Websites
  • Email Blasts
  • Internal Database
  • Internal Broker Networks

6 Buyer Engagement

  • Screen Prospective Buyers
  • Buyer/Seller Meeting
  • Draft & Negotiate Offers
  • Due Diligence/Clear Contingencies

7 Closing & Transition

  • Follow Closing Checklist
  • Training provided
  • by seller during transition period

Brokers Wanted

tired of working for someone else?

be your own boss!

Southern Mergers & Acquisitions, Inc.
255 S. Matanzas Blvd,
St. Augustine, FL 32080