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M&A Sell-Side Process

Waypoint Private Capital Sell-Side 5-Step Process

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Selling a business is complicated. We make it simple. 

We've dedicated over a decade to perfecting every aspect of selling a business. The outcome is a proven process that minimizes your risk and maximizes your sale price. The Waypoint Private Capital 5-Step Process is straightforward and efficient, featuring clear and easily executable steps.

Here's an overview of our Sell-Side Process:

Step 1: Information Gathering

Our assessment helps you determine if you're ready to sell now and what steps to take before you being the sales process. Here's how:

  • Objective Advice: Receive objective advice aimed at answering the following questions - Should I sell my business now? If so, what steps do I need to take before I put my business on the market? If not, what steps do I need to take to maximize its value for a future sale? Should I stay on or entirely leave the company? What financial, legal or tax implications should I be aware of? 

  • Collect and Analyze Information: This includes a series of reports and other useful information that will guide you through this decision, including how much your business is worth and how much it can be sold for.

Waypoint Private Capital's assessment is designed to allow you to fully evaluate your decision and create the best possible strategic plan.

Step 2: Marketing Material Preparation

Once you decide when to sell, we will begin to develop a strategic and professionally package your business before going to market. Here's what that means:

  • Maximum Price: We'll identify your business' and management team's strengths, weaknesses, opportunities and threats (SWOT) so you receive top dollar for your business. 

  • Time Savings: We do the work while you run your business. Save time and effort and shorten time on the market. 

We put your business in the best possible light and worry about the little stuff, so you don't have to. 

Step 3: Go To Market

We develop and execute a strategic marketing campaign focused on targeting the right type of buyers whomever that may be — wealth individuals and families, financial buyers, private equity groups, and competitors. Here's the Waypoint Private Capital advantage: 

  • Strategic Messaging: Sell your business through a confidential, targeted on message campaign. 

  • Data Security: Protecting your data is of the upmost importance to use. We have a secured site that limits access and tracks usage. 

  • Measured Disclosure of Information: Remain anonymous through a phrased release of your confidential information to interested parties. . 

Enhance your reach to local, national, and international markets depending on the nature of your business. 

Step 4: Auction & Negotiations

The M&A auction process is led by an investment banker like Waypoint Private Capital with the goal of narrowing down the buyer group and obtain the best price and term for your business. 

  • Attract Multiple Buyers: A broad auction is designed to maximize the probability of a bid at the highest possible purchase price. 

  • Negotiating Strength: Influence your deal from the outset with preliminary transaction structuring.  

One of our strengths is our ability to find potential buyers and negotiating a deal that is favorable to our sell-side client. 

Step 5: Due Diligence & Closing

We're with you every stop of the way until the check clears. Our expertise can help you: 

  • Ensure a Smooth Transition: Increase your chance of a successful hand-off.

  • Expedite the Sale: Remain anonymous through a phased release of documents. 

  • Minimize Risk & Taxes: Reduce the chance of delays and taxes and minimize the potential for renegotiations. 

  • Maximize Price and Terms: Architect your deal from the outset with preliminary transaction structuring. 

We help you anticipate and prevent potential problems through strategic negotiations that maintain your bargaining position.

Why Choose Waypoint Private Capital to
Sell Your Business


Our proprietary network of X private equity groups and X strategic companies quickly identifies the greatest number of buyers.

Competitive Auction

Our timeline driven auction process establishes the Closing Date upfront ensuring a smooth and efficient close date.

Business Owners Get More
Bids Per Deal


Averaging X bids per closed deal, we enable the business owner to choose the highest price and the best fit for their business. 

Innovative Marketing Campaigns

We create powerful and informative marketing material to showcase your company's strengths and potential to potential buyers.

More Buyers. More Bids. Higher Price. Better Fit.

Ready to Start
a Conversation?

No Charge. No Pressure. 

Explore how selling your business can provide you with the financial freedom, reduced stress, and satisfaction of knowing your hard work paid off.

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