investDeal
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From your first questionto closing day

Six stations, and you only ever stand at one. What happens at each, what you do there, and what a licensed advisor does beside you.

6stations, first question to closing
8questions at most to begin
7documents buyers ask for first
5%on closing day, or nothing
THE PROCESS

Six stations, and where
you are standing

Nobody disputes what has to happen in a sale. What owners are rarely told is which of it is theirs to do. Point at a station.

STATION 01 · ASSESS
WHAT YOU DO HERE
Answer six to eight questions about the business
Read the snapshot it produces, and keep it
Decide whether there is anything here worth continuing
BESIDE YOU

A licensed advisor can pressure-test your exit direction against real local transactions before you commit to anything.

LICENSED M&A ADVISOR
STATION ONE

Before any of that, four
things that cost nothing

The first station is free and so is everything inside it. Each of these says what it costs and what it asks for, because at this stage those are the only two questions.

01

Six to eight questions, none of them about you

You pick your situation first, so the rest are relevant to it. Every question is about the business: the industry, the revenue, the shape of the records, what you have been offered. Close the tab at any point and nothing is kept.

COSTS
Free
ASKS FOR
No name, no email, no phone number
02

A written read on where you stand, yours either way

The moment you finish, your answers become an indicative range with the reasoning shown: the multiple it used, the size adjustment, and what moves the number. It is the same table the workspace valuation runs on, so it does not quietly change later.

COSTS
Free
ASKS FOR
Still nothing
03

One place where the sale lives

If you want to continue, an email address opens a private workspace with your answers already in it. The six stations, the tasks that belong to the one you are standing in, your documents with their version history, and the dates that matter.

COSTS
Free
ASKS FOR
An email address, and a password
04

A licensed advisor, paid on closing day or never

AI organizes and explains. People make the judgment calls, and you choose when to bring them in. No retainer, no hourly billing, nothing due to start. Five percent of the sale price when it closes, and if it never sells you owe us nothing.

COSTS
5% on closing day
ASKS FOR
Your decision to bring them in
PREPARE

The seven a buyer
asks for first

This is the station you can start today without telling a soul. Gather these and the first two buyer meetings stop being an interrogation.

In the workspace they are seven slots. Uploading a document into one files it under that category and ticks the box, so the checklist tracks itself against your files rather than asking you to keep a second list. Nothing is ever overwritten: an update adds a version and the old one stays, readable and restorable.

DOCUMENT CHECKLIST
3 years of financial statements
The first thing every buyer asks for. Reviewed statements move price.
Corporate tax returns, 3 years
Buyers reconcile these against the statements before trusting either.
Customer concentration summary
Asked in the first meeting: what happens if your largest customer leaves.
Key customer and supplier contracts
Buyers check whether revenue is contracted, and whether it survives a sale.
Premises lease or property documents
A lease that expires mid-transition, or blocks assignment, can stall a closing.
Employee roster and key-person summary
Who runs what without you is half of what a buyer is buying.
Corporate records: articles, shareholder agreements
Clean share structure is a closing requirement, and fixing it late is slow.
OFFERS

Every offer on one table,
never one screen each

Competing buyers do not get their own pipelines here. The only question worth asking about two offers is which is better, and that cannot be answered on two screens.

OFFERS · ONE TABLE
Buyer ACompetitor
$4.20M14 DAYS LEFT
$2.40M guaranteed$1.80M conditional · Earn-out and rollover equity
Buyer BPE-backed group
$3.95M21 DAYS LEFT
$3.55M guaranteed$0.40M conditional · Held back for 12 months
EXAMPLE FIGURES. THE HIGHER HEADLINE IS THE SMALLER CHEQUE.

The workspace does the same arithmetic on the way out: from the headline price to the money you actually walk away with, after debt, costs and anything held back. See the net proceeds tool.

PRIVACY

Who learns what,
in order

The reason most owners wait too long is not the money. It is that the first step usually means telling somebody, so the sale is built to run without one. Your business is never listed by name, at any station.

1

The assessment: nobody, including us

No name, no email, no phone number. Close the tab and nothing is kept.

2

Your workspace: us

An email address opens it. An advisor can see what you put in, and nobody else can.

3

Going to market: buyers, without your name

Industry, region, revenue and earnings bands. Enough to judge, not enough to identify.

4

After an NDA, and only if you approve

The name and the statements unlock one signed buyer at a time, each approved by you. You can decline a buyer without giving a reason.

5

Your staff and customers: when you say so

Usually at closing or shortly before, planned in advance rather than improvised on the day.

Why it is built this way

A leak does not only cost a difficult month. Staff who hear the business is for sale start looking, key customers quietly start a second supplier, and a competitor gets a story to tell your customers free of charge. Every one of those shows up in the numbers a buyer is reading, which means a leak costs you price.

If you decide not to sell

Then nothing happened. No engagement was signed, no fee is owed, and nobody outside the process knows you looked. Come back in a year, or delete all of it permanently.

See exactly what a buyer sees

Station one takes ten minutes

No name, no email, no phone number, and a written read on where you stand at the end of it. Whether you ever speak to us is a decision you make afterwards.