Exit With Confidence

Our Proven 5 Step Process — From Procuring the Right Buyer to Closing the Sale

Are You Considering Selling?

We'll take care of the entire sale process for you.

  • Get the best possible price
  • Get maximum exposure to qualified buyer prospects
  • Ensure protection and confidentiality
  • Get sound advice in responding to offers
"Our objective is to confidentially sell your business, together with its assets, inventory and real estate, in the shortest amount of time, at the best possible price, with terms in your favor and the least amount of inconvenience."
Business professionals in a meeting

Our 5-Step Process

A proven approach to successfully selling your business

Step 1

An Accurate Valuation

Our brokers will provide you with an opinion of value based on our combined experience in the main street marketplace. Robbins Pellegrino represents cash flow positive businesses only; therefore we generally value businesses based on a multiple of your recasted EBITDA. In order to provide you with this valuation, Robbins Pellegrino requires Profit & Loss Statements for the last three complete years of business as well as YTD statements for the current year. Additionally, we will need a Balance Sheet. Further documentation may be requested during the process. The valuation is considered pre-engagement and does not obligate a client to move forward with selling their business.
Step 2

A Tailored Marketing Strategy

Following your agreement to list with Robbins Pellegrino, we will design a marketing strategy that is best aligned with your business's ideal buyer. The marketing plan to sell each business must be customized to capitalize on the strengths of the company and its future potential. We will build a Confidential Information Memorandum (CIM), which is effectively your business opportunity's promotional deck.
Step 3

Promoting Your Opportunity

Based on your customized marketing plan, our team will advertise your business using our signature 3-Tier Method. Tier 1: Reaching out directly to handpicked ideal prospective buyers; i.e. buyers we believe are most suited to your opportunity. Tier 2: Contacting our exclusive network of Buyers more broadly to see who of our pre-qualified buyers might be interested in your opportunity. Tier 3: Listing the opportunity publicly on a number of internet listing engines, including BizBuySell, among others. We are always open to your ideas and suggestions in our quest to procure prominent and qualified buyers for your business.
Step 4

Offers & Negotiation Intermediating

Generally, our listings receive at least one offer in the form of a Letter of Intent (LOI) within 30 days of listing. Robbins Pellegrino will work directly with prospective buyers to answer questions and field offers. During this time, Robbins Pellegrino will coach you on countering and accepting offers in tandem with facilitating the final qualification of the prospective buyer to ensure the most efficient use of time and resources ahead of officially going under contract.
Step 5

Contract through Closing

The Robbins Pellegrino team will coordinate the transaction from initial contract to the closing of the sale which includes: • Providing services to the Buyer and Seller in support of due diligence, financing, lease assumption and all contract contingencies. • Driving the sale of the business until it has successfully closed at a desirable price.

Your Questions Answered

Frequently asked questions about acquisitions and exits

How does Robbins Pellegrino maintain confidentiality when marketing a business for sale?

Robbins Pellegrino limits identifying information in public marketing and requires any prospective buyer to sign a Non-Disclosure Agreement (NDA) before receiving confidential business information. All information is hosted securely in a controlled data room with access that can be revoked at any time.

Does Robbins Pellegrino charge for a business valuation?

No. Robbins Pellegrino provides prospective sellers with a confidential, no-cost Broker Opinion of Value before they decide whether to list their business with us.

How long does it typically take to sell a business?

Every sale is different. The timeline depends on the business, asking price, buyer demand, financing, due diligence, and other factors, but most owners should expect the full process to take 9–12 months.

What are the most common reasons business sales fall apart?

Some of the most common reasons deals fall apart include financing problems, issues discovered during due diligence, unrealistic expectations, poor financial records, lease or licensing obstacles, and concerns about customer or owner dependence. Robbins Pellegrino works diligently to help identify and address many of these issues early.

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Ready to Take the Next Step?

Request a free, no-obligation consultation and learn how you can get a valuation at no cost. Our team is ready to help you navigate your exit.