When owners sell on their own, the word spreads quickly – to employees, competitors, even customers. That can damage your business and reduce the final price. A professional advisor reaches out on your behalf without revealing your identity.

Great sales materials make a big difference – and the quality of advice varies substantially between advisors. A truly high-caliber advisor doesn’t just produce documents – they shape the strategy behind them. Before launching a process, an experienced advisor will first assess whether the company is genuinely ready for a transaction – strategically, operatively and emotionally. If gaps exist, they will guide the business through a tailored exit readiness program to align structures, clarify the equity story and resolve potential deal breakers early on. Once the company is well positioned, your advisor will create compelling materials that make a decisive difference in the market: A Teaser (short profile) that captures attention without revealing identity A comprehensive Information Memorandum (30–70 pages), telling the strategic and financial story with clarity and conviction A realistic business valuation based on relevant multiples, market benchmarks and investor logic A structured and secure Virtual Data Room (VDR) to enable professional due diligence and streamline investor access They’ll also handle buyer communication and negotiations for you.

Most advisors work on a success fee (3–7% of the deal value). Sometimes, fixed fees for documents or data rooms apply. Important: in the end, the buyer indirectly pays these fees – because you fund them from the final sale price.