Direct buyer outreach typically results in lower offers because there’s no competitive pressure. Buyers who send letters are looking for off-market opportunities, seller discounts, and information advantages. They know that if they can get you into a one-on-one conversation, they can anchor the price, control the process, and close on their terms—not yours. A structured and confidential process changes everything. Instead of negotiating with a single buyer, your opportunity is positioned in front of multiple qualified, strategic groups at the same time. Competition drives buyers to present their highest valuations, cleaner terms, and faster timelines. Direct buyer outreach benefits the buyer. A professional, NorthBase-led process benefits the seller.

Call me today — even if you’re 36 months away from selling. We’ll start with a complimentary 2-hour valuation and readiness review. I’ll review your last three years of tax returns and P&L statements, give you an accurate picture of your current business value, and outline the key areas to focus on as you prepare.

Let’s talk confidentially, and we’ll provide a reliable valuation estimate. Your business’s value will depend on factors such as size, industry, and revenue mix.

No upfront fees. We receive a success fee at closing based on the size of the deal. If the transaction doesn’t close, you owe nothing. If we decide to work together, our team is fully committed to the process from start to finish.

We do not publicly list our clients’ businesses. Open-market platforms rarely deliver the highest valuations and often compromise discretion. Instead, we leverage our proprietary, continually updated database to market directly to vetted buyer groups with verified capital. All prospective buyers must sign a non-disclosure agreement before receiving the confidential information memorandum or any sensitive data, ensuring a secure and controlled bid process.

No. Our process allows buyers to submit questions, which we either answer directly or route to you for your response before the IOI deadline. We only schedule buyer–seller calls after the IOI stage is complete.

Days 1–14: We discuss goals, conduct the valuation, finalize the listing agreement, and develop the CIM. Days 15–60: We run a confidential marketing process and collect IOIs. Days 61–75: We hold management calls and negotiate LOIs. Days 76–120: We work together toward a successful close. Days 121–150: Final closing, and you receive your funds. Total timeframe: Typically 4–6 months from start to finish.

What is rolled equity (rollover)? Rolled equity—often called a “rollover”—is the portion of your sale proceeds (typically 20%, but can range from 10% to 40%) that you reinvest as equity in the buyer’s new, larger platform instead of taking 100% cash at closing. Why does rolled equity often lead to the highest total payout? Private equity buyers can justify 1.5x–3.0x higher multiples when you roll because: • You stay incentivized to help grow the platform. • Your rollover reduces the amount of cash required from their fund. • You participate in the second exit (the “second bite”), which is often 3–5x larger than the first. Who is rolled equity perfect for? • Owners in their 40s or early 50s who want significant liquidity now but still want to be part of a larger growth story. • Owners who are tired of wearing every hat but still love the industry and want to help take a regional brand national. • Anyone who believes in the roll-up thesis and trusts the PE partner’s track record. Who should avoid rolled equity? • Owners planning to retire or fully exit within 12–24 months. • Anyone who needs every dollar at closing for personal reasons (debt payoff, divorce settlement, etc.). • Those uncomfortable with illiquidity or platform risk. How common is rolled equity? • Roughly 60% of deals include rolled equity. • Most common in transactions above $5M. Do you require rolled equity? No. We never force a rollover. From day one, we present your company to all buyer types simultaneously. You see every term sheet and choose the path that aligns with your life and financial goals—no compromises.