The CRE Resources 5-Phase Method

Selling a business is one of the most complex transactions you'll ever undertake. We've spent decades refining a structured, repeatable process that minimizes risk, protects confidentiality, and maximizes your outcome.

Every engagement follows these five phases. No shortcuts. No surprises.

Phase 1: Engagement & Preparation

The foundation. We align on goals and get organized.

• Finalize the Brokerage Agreement and scope of work
• Gather and organize all financial, operational, and legal documentation
• Build your secure Disclosure Portal — a private, NDA-gated data room for qualified buyers
• Develop your Business Narrative — the compelling story of your company's history, market position, and untapped potential

Timeline: 1–2 weeks

Phase 2: Valuation & Strategic Pricing

We establish what your business is worth and how to position it.

• Complete a formal Business Valuation Report (Level 2 or Level 3 Appraisal)
• Recast and normalize financials to present true owner earnings
• Identify all tangible and intangible assets included in the sale
• Develop a strategic asking price designed to attract serious buyers while maximizing your return
• Prepare an Exit Plan and Sales Strategy tailored to your timeline and goals

Timeline: 10 business days