The process of selling your company is important, and our approach was designed through years of experience and is backed by industry best practices. Our distinctive methodology ensures that every aspect of the sale is meticulously handled, providing you with a seamless and successful experience. With a process tailored specifically to fit your needs, we guarantee the highest level of efficiency and effectiveness in maximizing your selling goals.

The IAG Process

Our Process


Discovery Call

The first step is to schedule a free, confidential discovery call to learn more about your company, understand your goals, discuss your options, and answer any questions you may have.

Company Analysis

The second step involves a comprehensive analysis, including all quantitative and qualitative data. Once the evaluation is completed, we’ll arrange a call to review our findings, answer questions, and explore potential next steps together.


Go to Market

This step entails building a marketing deck and virtual data room, identifying a vetted pool of potential buyers and presenting the opportunity in a professional, confidential, and organized manner.

Initial Meetings

During this step, we will arrange meetings with potential buyers to begin the vetting process. We will be with you every step of the way, and will provide a list of topics and questions to use when engaging with each potential buyer.


Solicit Offers & Negotiate Letters of Intent

We excel in creating a competitive environment to attract multiple offers, which enables us to negotiate the best price and deal terms for your company.

The Closing Process

Once you have a signed LOI, the process has really just begun. We partner with you the entire way from the due diligence process through to closing day. Closing is where things can get stressful, and we are here to make sure everything goes accordingly