Sell Your Business with Confidence

Confidential, structured, and transaction-focused support for business owners preparing for a sale, partnership transition, or exit.

Selling a business is a major decision. CertaServe Partners helps you prepare, position, and execute your sale with financial clarity and disciplined documentation. Our approach is designed to protect confidentiality, reduce deal risk, and support a smoother closing process.

What We Help You Achieve

Clear understanding of what you’re selling (operations, finances, assets, risks)
Improved deal readiness and professional documentation
Confidential handling and controlled information flow
Support through buyer questions and due diligence
Transaction coordination toward completion

Our Selling Process

1) Discovery & Goals: understand timeline, valuation expectations, and exit priorities
2) Data & Document Review: review financials, operations, contracts, and key risks
3) Packaging & Positioning: prepare a structured summary for qualified buyers
4) Buyer Engagement: manage information requests and support negotiations
5) Due Diligence Support: organize responses and reduce delays
6) Closing Support: coordinate documentation and next steps with stakeholders

What We Typically Request (Seller Checklist)

Last 2–3 years financial statements and/or tax returns
Year-to-date financials (P&L, balance sheet)
Customer and supplier overview (high-level; no sensitive sharing until appropriate)
Lease details (if applicable) and key contracts
Staffing overview (roles and structure)
Inventory, equipment, and major assets list
Notes on any known issues (legal, compliance, operational)

Confidentiality

We treat confidentiality as a priority. Information is shared on a controlled basis and aligned with the stage of the transaction and the readiness of the buyer.

Book a Seller Consultation Due Diligence & Valuation See Pricing

Note: CertaServe Partners provides professional services support and transaction assistance. We do not provide legal advice. Clients should consult qualified legal counsel for legal matters.