The Three Phases of a Successful Sale

Define Current Value & Build A Strategy.|Engineer For Maximum Value.|Run A Strategic Sales Process.
Let's Talk About Your Business
The WB Process at a Glance
100%
Confidential
at Every Step
$5–20M
Client Revenue Focus
3 Phases
Each One Stands Alone
9–12 Months
Typical Sale Process

Focus: Maximize the Value of Your Business Before the Sales Process Begins

We help you maximize your business's value before the sale, then run the process for you from start to close. For some owners, you may need a few years to make changes and engineer more value. For many, you just need to package the business the right way and the process can begin quickly. Our focus is to define the right time for you.

Define Current Value & Build A Strategy

  • Create a real-world valuation
  • Margin & growth benchmarking
  • EBITDA normalization
  • Develop a written strategic roadmap
4 to 6 Weeks

Engineer For Maximum Value

  • Buyer-ready financial review
  • De-risk customer concentration
  • Optimize systems & leadership
  • Consult with your tax and financial partners to maximize what you keep after the sale
2 to 24 Months

Run A Strategic Sales Process

  • Identify target buyers by category
  • Develop sales materials
  • Run a competitive process & negotiation
  • Close & post-close advisory
9 to 12 Months

A Three-Phase Path to Exit.

Valuation & Strategy Diagnostic.
Pre-Sale Value Engineering.
Strategic Sale Process.

START THE CONVERSATION
Close-up of a handshake between two individuals, with other people in business attire sitting at a white table in the background.

AT A GLANCE

  • 100%

    CONFIDENTIAL PROCESS

  • $5–20M

    CLIENT REVENUE FOCUS

  • 3 Phases

    EACH ONE STANDS ALONE

  • 9–12 Months

    TYPICAL SALE PROCESS

THE WB APPROACH

We build your value before the sale, then run the entire process — start to close.

Start wherever you are. Years out, we engineer the value. Ready now, we take you straight to market.

Valuation & Strategy Diagnostic

  • Comprehensive valuation
  • Margin & growth benchmarking
  • EBITDA normalization
  • Written strategic roadmap
4–6 weeks

Pre-Sale Value Engineering

  • Buyer-facing financial review
  • De-risk customer concentration
  • Systems & leadership build-out
  • Quarterly valuation updates
12–24 months

Strategic Sale Process

  • Target buyer identification
  • CIM & seller materials
  • Competitive process & negotiation
  • Close & post-close advisory
9–12 months