M&A Process.
How the sale of your business really works.
There’s more than one path to a great deal.
Every company, buyer pool, and founder objective is different. The right process makes all the difference.
At Sierra Pacific Partners, we guide founders through each stage of the transaction with discipline, clarity, and speed, keeping you focused on the business while we run a market-driven process that delivers results.
Process options.
| Process Type | Buyer Pool | When It’s Used |
|---|---|---|
| Negotiated Sale | 1 buyer | Ideal for a known strategic or insider-led deal. |
| Targeted Process | ~5 buyers | Balances confidentiality and competition. |
| Limited Auction | ~50 buyers | Creates strong price tension while maintaining control. |
| Broad Auction | 100+ buyers | Maximizes exposure. |
The process, simplified.
Selling your company doesn’t have to be overwhelming.
We lead a structured, founder-friendly process that protects your focus, preserves confidentiality, and drives results.
Every step has purpose. Every move builds leverage.
The 5 phases of a successful exit.
01 | Prepare.
Position your company for success by tightening financials, refining your story, and assembling the right advisory team. Preparation turns leverage into value.
Outcome: Readiness and confidence.
02 | Position.
We study the market, analyze active buyers, and prepare materials that frame your business clearly, including a confidential information memorandum (CIM) and supporting diligence.
Outcome: A credible, compelling market narrative.
03 | Market.
We conduct targeted outreach to qualified buyers (strategic, private equity, and hybri) using a no-name teaser to maintain confidentiality. NDAs are executed, and interested parties receive detailed materials.
Outcome: Active buyer engagement and controlled competition.
04 | Negotiate.
Interested buyers submit indications of interest (IOIs), followed by management meetings and letters of intent (LOIs). We manage communication, evaluate offers, and drive competitive tension to secure the best structure and partner fit.
Outcome: A chosen buyer and aligned deal terms.
05 | Close.
We guide the process through diligence, documentation, and closing logistics, ensuring all conditions are met and post-closing adjustments are managed smoothly.
Outcome: A clean close and the next chapter for your business.
Ready to explore your options?
We’ll help you understand which process fits your goals and run it with the precision it deserves.
