About Our Business Sale Services
Our comprehensive business sale services makes selling your business a straightforward process that ensures you are well compensated for your life’s work. Our multidisciplinary team of experts works alongside you, providing a focused set of skills that guide you through the steps of selling a business. We provide a fair and custom fee structure with incredible value, full transparency, regular communication, and connection to you during the entire process.
- advisory business valuation
- due diligence
- business sale deal structuring
- tax planning
- review and preparation of definitive sale purchase agreements
- review and preparation of definitive asset purchase agreements
- business sale employment agreements
- transaction closing
- acquisition financing

Acquisition Financing
We do more than just help sellers find a buyer. If you are looking to purchase a business, we will help you find an acquisition financing solution. Part2 Group specializes in connecting you with tailored acquisition financing solutions that empower you to achieve your business goals efficiently and effectively.
Acquisition financing involves securing the necessary capital to acquire another business, allowing you to expand your operations, diversify your portfolio, or enter new markets. When you want to buy a business, having a robust acquisition financing solution will ensure you can purchase the business with the means available to you.
Part2 plays a pivotal role in guiding you through the acquisition financing process. Our team of experts works closely with you to identify financing solutions that align with your strategic objectives and connect you with trusted partners who can provide the necessary capital.
The Business Sale Process
Part 2 will simplify and streamline your business sale process, by following our structured approach. Our diverse professional team will provide a unique blend of technical skills to help you and answer all your questions on how to sell a business.
The benefit of working with us is following the steps to selling a business isn’t complicated – leave the heavy lifting to our specialists. Below are the steps we follow when selling a business:
Our Steps To Sell a Business
First, you need a preliminary financial review to provide you with a deeper understanding of where you are currently.
We will work with you to understand your needs, what the money needs to do for you, and which of our business sale services will work best for you.
To sell your business, you will need an Advisory Valuation Report.
We will work with you and your accountant to gather your financials, review your business and prepare a personalized valuation report that takes into account industry market trends, professional experience from multiple sectors, and an appraisal of your business.
It’s time to bring in the buyers with your sales package.
A good sales package primarily covers likely transaction structure considerations, premises information, a summary of human resources on a no-names basis, and a full package of practice statistical information relevant to your industry. Additionally, it includes financial information adjusted for the go-forward position of the buyer.
We attract the buyers through the development of a Confidential Information Memorandum (CIM) and what many may refer to as a sales package. Our packages are uniquely graphical in nature with video insertions to best explain to potential buyers the unique value proposition of your business.
A confidentiality agreement will ensure buyers are qualified to engage in the purchase of your business and will protect your business and your team from sensitive disclosure of information.
We help prepare the statements of confidentiality and related forms.
A list of buyers ensures you are approaching parties who meet with your values and goals in the sale process. Depending on the targeted buyer you may also promote your business for sale on a confidential no-names basis.
We help develop a list of buyers in conjunction with you.
It is time to meet the buyers. Whether they are consolidators or individuals, this is when you determine if they are a good fit for your sales goals and envisaged transition of your business.
We will help arrange these meetings by video or in person. We will attend these meetings alongside you and conduct preparatory sessions so you know what to expect and what the buyers are looking for.
When you sell your business, there will be taxes. The appropriate tax planning strategies will ensure you can reap the greatest reward for your lifetime of work.
If we identify that you need some early tax planning, we will step in to engage with you on the required strategies.
The sales process gets hot now! Letters of Intent (LOI), a form of a non-binding offer from prospective buyers, are received (hopefully from more than one) .
We will perform a joint review and advisement. Then, we lead up the negotiations.
Selecting your buyer is an important thoughtful process. When you have a choice between offers, price is not the only determinant when selecting a buyer. It influences the proceeds you receive on an after-tax basis and the timing of their receipt. Additionally, it may impact the future work lives of your team and yourself if a transition period is required.
Proper selection requires an analysis of the offers compare deal terms on a line by line basis. Preferred Buyers can be selected for further negotiations and improvements on transaction terms.
We will help with offer selection, negotiation, and selection of the ideal purchaser.
Buyers can be expected to perform due diligence. It is a very detailed time consuming process that can be stressful for owners to handle on their own.
We take care of this and run the due diligence process in conjunction with the buyer by creating an electronic data room to ensure confidentiality and control of information and that your team is not exposed to the sale at this stage. We populate the data room and handle all enquiries from the buyer.
In addition, strategic buyers may engage a third party auditor to conduct a Quality of Earnings Review to facilitate the buyer’s financing of the transaction as this is often required by banks in lending funds for acquisitions. Similar to due diligence, this is a very detailed and thorough financial process that we handle on your behalf.
One of the more difficult decisions to a sale is when and how this should be communicated to your team. The buyer often wants to disclose to your team members prior to the closing of the transaction.
Depending on your situation, we will negotiate with the buyer and appropriate time and process for disclosure. We often like to use a three pronged approach to disclosure including a town hall meeting format, written communication and potentially a one on one meeting as well.
We are here for the disclosure process and can attend this as well for you if you wish.
There are a lot of legal agreements that need to be done. These include:
Definitive Purchase Agreement
Employment and/or Associate Agreement
Non-Compete and Non-Solicitation Agreement
Lease Agreement or Assignment(s)
We will work with your legal team to draft these agreements for you. If you do not have a legal team, we can connect you with our internal legal team who will work expediently to ensure that everything gets done to meet the timelines you set out.
It is your time to take a breath & celebrate.
Crunch time can be stressful, but we have done this many times before. We handle or co-ordinate with legal counsel all closing items with the exception of POS, bank, payroll and supplier payment changes which are commonly handled by the buyers.
We won’t abandon you after you sign on the dotted line. We are committed to ensuring you do not become a business owner who profoundly regrets their decision.
Receiving your payment turns the page to your Part 2. There are a number of post-sale accounting and tax pieces to take care of. Managing the working capital, filing your last set of financial statements, and preparing for the upcoming tax bill.
This might not be fun, so let us help. We can guide you on setting up your disbursement as much or as little as you want to ensure the proceeds of your life's work will provide your ideal Part 2.
How to Get Started Selling a Business
Contact us and we will help you get started.
Our team’s expertise in business valuation, financial planning, and tax planning is engaged to provide a comprehensive, best-in-class business sales service.
We can handle all aspects of the business sales process from initial due diligence, business valuation, deal structuring, and tax planning to the review and preparation of definitive sale/asset purchase agreements, employment agreements, and the closing of the transaction.
If you are interested in starting your business sale process or if you have a questions about our business sale services, please feel free to leave us a message.
Our Associates
If you require business valuation for purposes not related to selling your business, consider contacting our partners at Odyssey.