Clarity & Fit
Complimentary consultation to understand your situation, ask informed questions, and map next steps—no sales pressure.
Step 1 – Foundation & Planning
Building the Foundation for a Successful Sale
Before you speak with buyers, before you share financial information, and before your company is presented to the market, there must be a clear, educated plan to sell your business.
Confidentiality
When you plan to sell a business, confidentiality is a must. It protects key employees, customer relationships, supply chains, competitive advantages, and financial information. That is why confidentiality agreements are put in place at the start. Access to financial data is controlled. Information is shared only with serious and prospective buyers.
1-Step or 2-Step Process?
The 2-Step process offers maximum confidentiality—buyers don’t learn your identity until you review their offer. Kelly uses a flexible hybrid: sellers can authorize moving qualified buyers directly to the 1-Step process, protecting confidentiality while retaining promising buyers.
How Information Stays Confidential
Every buyer signs a Confidentiality Agreement before learning your company’s identity. Information flows through a secure, encrypted M&A data room with tiered access. Top-secret details are shared only with serious buyers near closing.
When to Tell Employees
Uncertainty is hard on employees, and losing your best people can significantly reduce what you have to sell. That’s why we help you plan the timing, message, and delivery, so communication is calm, clear, and aligned with the buyer every step of the way.
Start The Conversation
A confidential first conversation to align on goals, options, and what to bring—without pressure or obligation.
Schedule Consultation
Complimentary
Goals & IVE
We cover goals, timing, and a high-level view of your business and market. Bring prior Instant Valuation Estimator (IVE) results—or complete the IVE before or during the meeting.
Prepare Ahead
Doing the Estimator live can shorten time for deeper discussion. Many owners email financials in advance so Kelly can prepare.
Common questions
What should I send to help you prepare for the meeting?
Please bring the following essential financial documents:
- Your last filed tax return
- The previous year’s P&L and Balance Sheet
- Even better: Also bring your Trailing Twelve Month (TTM) P&L and Balance Sheet
Can we work through Kelly’s Instant Valuation Estimator (IVE) in the meeting?
Yes, working through the Instant Valuation Estimator will be very helpful in guiding our conversation and ensuring a value-added meeting. Or you can complete this before the meeting and it will be sent to Kelly to help them prepare.
Is the meeting confidential?
Your information is protected through a controlled confidentiality process. Every buyer must sign a Confidentiality Agreement before you approve each buyer to learn the identity of your company. Information is distributed only through a secure, encrypted M&A data room, with optional two-step confidentiality and tiered access to further reduce exposure. While confidentiality can be more challenging in smaller or niche markets, careful buyer vetting, monitored access, and enforcing agreements if needed. Also, top secret information is shared only with serious buyers, typically near closing.
Estimate of Value (EOV)
Try Our Estimate of Value →
What is my business worth?
Kelly’s EOV answers that question and provides clear insight to help you decide if, when, and how to sell.
What You’ll Receive
Estimated Business Value
An educated value range for your business.
Buyer Profile
Understand how different types of buyers will value your business.
Market Assessment
Current conditions and sale timing considerations.
Representation Cost
We’ll present to you a clear cost for our services.
Tax Preparation Support
Data your CPA can use to estimate tax implications.
Enhancement Guidance
Top recommendations to increase value before a sale.
What You Learn
Test-Drive Our Advisory Style
Experience Kelly’s approach and build confidence before committing.
Confidential Marketing Preview
Learn how we’d position your business to attract qualified buyers.
Optimal Timing Guidance
Kelly’s perspective on when the best time to sell may be.
Value Improvement Ideas
Actionable recommendations to strengthen value before going to market.
Clear Selling Roadmap
The entire process, from initial valuation to final closing.
Common questions
How is Kelly’s EOV different from a “free valuation”?
Kelly’s EOV is deeper and more realistic. It reflects how actual buyers value businesses, using normalized earnings, market multiples, and transaction experience—not generic formulas.
What information do I need to provide?
Typically: 3 years of financial statements and tax returns, basic business and ownership details, an after-hours tour of your business, and insight into operations, customers, and risks.
How long does the EOV process take?
From the time Kelly confirms they have what they need, typically 2 to 4 weeks.
Valuation Enhancement
Even after crafting the plan to sell your business and feel ready to go to market, our Value Enhancement program often surfaces opportunities to increase buyer interest and improve value first. Value enhancement is the structured, pre-sale path to get there.
Structured Pre-Sale
Strengthen the business’s value, reduce risk, and improve buyer confidence before you present the company to the market.
EOV & Improvement Plan
Starts with an EOV to understand financial, operational, and risk-related gaps, then a focused plan on the highest-impact drivers—reporting, EBITDA, management depth, and risk reduction.
Measure & Market Timing
Progress is measured so gains are real, sustainable, and visible to buyers. When fundamentals and performance are clear, you go to market at a better time.
Start the conversation.
Whether your priority is to creeate a plan to sell your business or getting an estimated valuation, our team brings the structure and communication needed to move forward.
Schedule Consultation
Confidential. No obligation.