Funding Solutions

Business sale brokerage.

Selling the business is the largest transaction most owners will ever run, and running it as a process is what protects the price. Citadel Ridge provides sell side representation from valuation through close: materials, a competitive buyer field, and negotiation that keeps leverage on your side of the table.

How the process runs

  1. Architecture. Financial recast with documented adjusted EBITDA, corporate cleanup, and a valuation with a recommended ask.
  2. Materials. A Confidential Information Memorandum, anonymous teaser, and an indexed data room built before outreach begins.
  3. Market. Qualified strategic and financial buyers approached under NDA, indications of interest compared on price, structure, and certainty.
  4. Transaction. Letter of intent negotiated with a second bidder held in process, then purchase agreement support with your counsel through closing. Complete processes commonly run 6 to 9 months.

What sets the price

Earnings quality and documentation, customer concentration, transferability of relationships and operations, growth, and clean records. Buyers pay for what survives diligence, which is why the architecture phase exists.

Documents you will need

  1. 3 years of financial statements and tax returns.
  2. Adjusted EBITDA schedule with support for every add back.
  3. Material customer and supplier contracts and leases.
  4. Corporate records: capitalization, minutes, licenses.

What buyers look for

Durable earnings, a business that runs without the seller, defensible margins, and a data room that answers questions before they are asked. For owners at $10,000,000 or more in gross revenue, the fixed fee Exit Engagement is how this process is delivered with no success fee at any price.

Ready for a straight read on your file? Send the basics through the intake form.