Here are the steps to our process:

Initial Meeting

The process starts with a confidential, no-obligation consultation that is scheduled at your convenience. General information is exchanged, so that we can become acquainted with each other and our respective businesses.


A formal valuation is always recommended to provide you with a price range that you can expect to realize in the marketplace. It is also an arms-length opinion that is unbiased. A formal valuation also accomplishes the task of essentially “auditing” you financial records. This will greatly increase the confidence a buyer will have in buying your business, and will usually result in a higher price. It will also make the due due-diligence process much easier. You and JH Business Advisors work together in establishing the asking price and terms for your company. We can if necessary, compute a “Broker’s Price Opinion” valuation. While this is a less-expensive option, it does not have the “arms-length” advantage of a formal valuation. The information required for either option to analyze your company includes the following:

  • Three years detailed and up-to-date financial statements, including:
    • Income Statements (Profit & Loss)
    • Most Current Balance Sheet
    • A list of furniture, fixtures, equipment, inventory, trade names, patents and other assets to be transferred with the company.
  • Real property lease or value information
  • Other information which influences company operations.
Listing Contract

A listing agreement is entered into between you and JH, giving JH the right to market the company as your representative for a specified time period and under specified terms and conditions.


JH, with your input and approval, creates a unique campaign to market your business to potential buyers. The foundation of this campaign is a detailed summary, which is a document that educates buyers about the operation, facility, marketing, financial status and future opportunities of the business. A national advertising campaign, using our extensive buyer database and search resources, is then implemented to confidentially target specific buyers, as well as approach the general business-buying public.

Buyer Screening

JH works with each buyer by first having them sign a Confidentially Agreement & Buyer Profile, then determining if they are qualified financially to purchase the business.

Business Operations

During the entire process you are responsible for maintaining or improving the value of your company by overseeing daily operations, as usual. You are also responsible for providing current and/or additional information as requested by buyers, or JH Business Advisors.


JH confidentially schedules all showings at your convenience under organized circumstances. We assist the buyer and prepare an offer, and we conduct negotiations on your behalf. Working as a team with your CPA, Bookkeeper and/or Attorney, we maximize the value of your sale.


JH coordinates the due diligence and contingency satisfaction process and oversees the preparation of closing documents. Finally, a formal closing takes place where legal documents are signed, funds are received and ownership is transferred.

Request More Information

Interested in buying or selling a property, or simply want to learn more about us? Contact us and a member of our team will get back to you shortly.