A brokerage company primarily acts as a middleman, connecting buyers and sellers to facilitate a transaction.
At The Write Plan, LLC, we are a group of broker advisors bringing both sellers and buyers together.
Determine the value.
You want the best price for your hard work. When you meet with your broker advisor, they will work with you to analyze your business and then apply techniques to determine your best price.
The "Best" Buyer
You will want the best buyer for your business. The one you feel most comfortable with who can complete the deal. Potential buyers are pre-qualified and required to sign a confidentiality agreement before receiving any sensitive information.
Navigating the deal
Our advisor will oversee the entire deal on your behalf. That means we’ll work with the accountants, lawyers, banks, landlords, and other third parties.
Making the $$$
Nothing better than the reward after all of your hard work. Our advisors will be there after the close for whatever support you need in making the transition as soon as possible.
DESTINY
Owning a business is the greatest way to build wealth and take charge of your own future.
EVALUATE
Our advisor begins the process by gaining detailed information about you to establish your financial capabilities, skills/experiences, and life goals.
SEARCH
We will help you search for your business by signing confidentiality disclosures that provide detailed information on the businesses. Once you agree on a business we will engage the seller to show the business. If its not to your satisfaction or your criteria changes we will refine the search until it aligns with your goals!
OFFER
With your help our advisor will draft a contingent offer to the seller. A purchase/sale agreement will be presented to the seller usually with a deposit of "good faith" held in escrow.
ACCOUNTABILITY
Working with your legal and accounting professionals we want to make sure to satisfy all contingencies.
CLOSING
During this step your attorney will complete all the necessary paperwork needed to finalize the sale.
Also, we are here to help with employees and possible client post closing questions.
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