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    • Departments
      • Technical Writing
      • Manufacturing Services
      • Broker
    • Contact
  • Home
  • Departments
    • Technical Writing
    • Manufacturing Services
    • Broker
  • Contact

What is a Brokerage Firm?

A brokerage company primarily acts as a middleman, connecting buyers and sellers to facilitate a transaction.

Type of deals we do.

At The Write Plan, LLC, we are a group of broker advisors bringing both sellers and buyers together.

SELLER

You decided to sell what next?

  • Most sellers do not have an exit strategy ... even if not selling today, this year, or a few years from now its ALWAYS good to plan an exit strategy. Wherever you are in the process count on our brokers to help. 
  • Do you have a family member that wants to take over or a team member interested in buying the business?
  • What is the best approach to selling the business?
  • Our team offers a FREE consultation.

STEPS

  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. 

BUYER

The right business

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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