A Disciplined Process
Designed for Better Outcomes
Why a Structured Process Is Essential
Selling a business is complex, and unstructured approaches can cost owners both value and time. Sea Ridge Advisory’s disciplined process ensures confidentiality, creates competitive buyer dynamics, and produces stronger deal terms. By following a defined sequence, we reduce risk and increase outcomes.
Our 9-Step Sell-Side Process
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We begin with a private discussion about your goals, timing, and key financial metrics. This ensures we understand your priorities—whether that’s maximizing price, securing favorable terms, or protecting legacy.
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We conduct a thorough financial review and market assessment to establish a clear valuation. This stage identifies strengths, risks, and areas to address before going to market.
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We develop your company’s investment thesis, highlighting growth drivers and defensibility. This narrative sets the foundation for all marketing materials.
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Our team prepares a Confidential Information Memorandum (CIM), teaser, and data room checklists. These materials are designed to present your company to buyers in the most compelling and professional way.
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We create and qualify a buyer list that includes private equity, strategics, and family offices aligned with your industry and valuation range.
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We confidentially market your business, manage inbound interest, and evaluate Indications of Interest (IOIs) to filter serious buyers.
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We coordinate buyer due diligence, controlling the flow of information to protect your time and maintain confidentiality.
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We negotiate beyond just price—addressing structure, rollover equity, earn-outs, escrows, and working capital adjustments to maximize your net proceeds.
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We work alongside legal and accounting advisors to finalize agreements, ensure smooth closing, and plan for post-transaction transition.
The Benefits of Our Process
Confidentiality First — Every step designed to protect your team and customers.
Competitive Buyer Dynamics — Multiple qualified buyers create leverage.
Better Terms — Beyond valuation, we focus on structure and net proceeds.
Time Protection — We run the process so you can keep running your company.
Ready to See How It Applies to Your Business?
Get started with a confidential valuation or schedule a conversation with a partner. Your information is protected, and there’s no obligation.