Business Sale Advisory Services
You’ll Only Sell Once.
Your Buyer Probably Does It for a Living.
We Give You the Advantage.
When you’re exploring what’s next, you need the right people on your side. People you can trust to prepare you for every step. Experienced professionals who’ve been where you are. That’s exactly who you’ll meet at TREP.
TREP Advisors Have Been Where You Are
If You’re Like Most Owners, You Have Questions.
Whether you’re ready to sell tomorrow or just starting to think about it, you’re wondering what to expect. These are some of the most common questions we get.
Is now the right time to sell?
The best time to sell a business is different for everyone, but the best time to plan is now. We’ll help you see where you stand and prepare for what’s ahead.
What’s my business worth?
Valuation isn’t a single number. It depends on how your business is positioned, who’s buying and when. Our valuation process gives you a clear baseline before you make any decisions, along with the specific levers that can move that number before you go to market.
What does the process actually look like?
We’ll walk you through every step, with honest communication at every stage. From preparation, through positioning, buyer outreach, management meetings and buyer due diligence, all the way to close and beyond.
I already have an offer. Should I just take it?
That’s the best possible time to run a competitive buying process. You’re starting with leverage and being able to bring in multiple buyers and change your outcome entirely for the better.
What happens to my people after the sale?
The fact that you’re thinking about this, rather than just the number, says a lot about you. Rest assured, post-sale planning is core to what we do. We build priorities like protecting your team and preserving your culture into a deal from the start.
Process-Led. Results Driven.
Here’s What a TREP-Led Process Delivers.
We’ve worked with owners who are facing the same challenges you are and asking the same questions. Here’s what we’ve helped them build.
75–100
Qualified Buyers Contacted
10+
Indications of Interest
3–5
Letters of Intent
15–20%
Above Market Expectations
6-Months
Average Time to Close
Business Sale Advisory Services
From First Conversation to Entrepreneurial Freedom.
There’s a collaborative, proven process for success, always keeping your ultimate goals in mind along the way.
Valuation and Business Positioning
We assess what your business is worth today and identify the specific factors that drive or drag that number. Then we build a positioning strategy that presents your business to buyers at its strongest.
Confidential Information Memorandum (CIM)
Your CIM is the first thing serious buyers read. We write it to tell the right story—your financials, growth narrative and market position—in a way that generates maximum interest.
Targeted Buyer Development
We don’t market your company to just anyone. We build a targeted list of 75–100 qualified buyers, both strategic and financial, who are the right fit for your business, your industry, and your goals.
Competitive Auction Management
We run a structured, competitive process that puts multiple qualified buyers at the table simultaneously leading to outcomes that consistently land 15-20% above market outcomes.
Due Diligence and Negotiation
The real work begins once you select a buyer. We manage due diligence, respond to buyer requests, and negotiate terms on your behalf, protecting your interests all the way to closing day.
Post-Transaction Support
We help you navigate transition planning, ongoing involvement, and what comes next. Because the decisions you make in the first months after a sale matter as much as the deal itself.
Built for Business Owners Like You
We specialize in Founder and Family-Owned Businesses.
Our advisors have been exactly where you are. Whether you’re looking for a complete exit or a growth capital partnership, we have the experience you need.
We focus on the lower and middle market, transactions typically with $5 to $100 million in enterprise value. To us, that means your business has been built by people, not committees.
You create real value. Everything you do carries real stakes for you, your family, your employees and your customers.
That’s why our entire focus is on you, your business and your ideal outcome. This frees us from any specific industry constraints, and allows our advisors to focus on leading you forward.
The most important thing for you to know at this point? We know you may not be ready to go to market today. We’re here to help you see where you stand, what buyers will see and what’s worth addressing before you list. The earlier we talk, the better off you’ll be in the end.
Straight From Our Clients
They went to bat for me. TREP finds itself mostly on the East Coast, but they may as well have been on the West Coast with me because the time didn’t matter — they were always there.”
— Spencer Dahl, Owner and CEO, Viking Mechanical Refrigeration
Here’s What to Expect Next.
When you talk to TREP, our conversations begin with curiosity and exploration, with no commitment from you to continue until you’re ready.
1
A confidential 20-minute call.
We’ll learn about what you’ve built, what you want next, and what’s driving you.
2
We’ll read the market.
Our senior team will dig into the current buyer appetite, valuations for similar businesses, and ideal timing.
3
You decide what’s next.
You’re in charge. You can move forward on your own timeline. No pressure. No obligation. Just an exploration.
