CCaldermont Advisors

Sell a Business

Sell your business with confidence.

Strategic sell-side advisory from first valuation to final closing. Confidential from day one, with you deciding how much is shared, and built to get you the right buyer at the right price.

Confidential by default

We keep your sale confidential. You choose how much is shared, from completely anonymous to fully public.

Qualified buyers only

We screen for experience, financing and proof of funds before anyone sees your numbers.

Data-backed pricing

Your asking price is built from your financials and comparable sales, not a guess.

Advisor-led, start to close

One team manages buyers, offers, diligence and closing so you can keep running your business.

Why Caldermont

Not a listing.
A sale strategy.

Most owners sell a business once in their lifetime. The difference between listing and selling well is preparation, positioning and who's managing the buyers.

Traditional listingCaldermont Advisors
PricingRule-of-thumb multipleValuation built from your tax returns, bank statements and comparable sales
MarketingPost the listing and waitActive outreach to a buyer network, plus targeted listings and campaigns
ConfidentialityBusiness name often visibleConfidential by default; you choose how much is shared, from completely anonymous to fully public
Buyer qualityAnyone who callsScreened for experience, financing and proof of funds
Your visibilityOccasional check-insRegular updates on every inquiry, NDA, showing and offer
ClosingHanded off to attorneysManaged diligence, lease assignment and closing milestones

How We Manage Your Sale

Five steps from first call
to final closing.

01

Business Preparation

What we do

Organize your financials, lease and documents into a secure data room and identify anything to fix before listing.

What you do

Share your last three years of tax returns, recent bank statements and lease.

02

Valuation

What we do

Analyze performance, normalize owner earnings and compare against recent sales to set a defensible asking price.

What you do

Review the valuation with your advisor and agree on pricing and terms.

03

Buyer Management

What we do

Market your business confidentially, or as publicly as you choose. Screen every buyer, collect NDAs and manage inquiries and showings.

What you do

Keep running your business. We bring you only qualified, serious buyers.

04

Transaction Management

What we do

Compare offers side by side, negotiate price and terms, and coordinate due diligence and lease assignment.

What you do

Choose the offer that fits your goals, with a clear recommendation from us.

05

Closing

What we do

Track every milestone with attorneys, lenders and your landlord through to the closing table.

What you do

Sign, hand over the keys and start your next chapter.

What you'll need

Don't have everything? That's normal. We'll help you gather it.

  • Federal tax returnsLast 3 years
  • Business bank statementsLast 12 months
  • Year-to-date profit & lossOr POS sales reports
  • Lease and amendments
  • Equipment list and payroll summary

Confidential by default. Shared on your terms.

We keep every sale confidential unless you tell us otherwise. If you want more exposure, you choose how much buyers see, and you can change it at any time.

  • Completely anonymous (our default)No name, address or photos. Details only after a signed NDA.
  • Partially disclosedIndustry, area and figures shown. Name and exact location held back.
  • Fully publicName, photos and location marketed openly for the widest reach.
  • Your rules, every buyerWhatever level you pick, all buyer contact runs through us.

Questions

What owners
ask us first.

How is my business valued?

We start from your actual numbers: tax returns, bank deposits and sales reports. We normalize the owner's earnings, then compare against recent sales of similar businesses to arrive at a range that buyers and lenders can support.

Will my sale be kept confidential?

Yes. Every sale is confidential by default: your business is marketed without its name, address or photos, and details are released only after a buyer signs an NDA. If you'd like more exposure, it's your choice how much we share, from completely anonymous to fully public, and you can change it at any time. Either way, buyers go through us, not your staff, landlord or suppliers.

My books aren't perfect. Can I still sell?

Yes. Many owners have cash sales or bookkeeping gaps. We'll help you organize what you have and present it accurately so buyers and lenders can rely on it.

How long does a sale take?

It depends on the business, the price and how quickly buyers can secure financing. We'll give you a realistic timeline after reviewing your financials.

What does it cost to get started?

The first conversation and valuation review are free, with no obligation. If we work together, your advisor will walk you through our fee structure before anything is signed.

Start Here

Get a confidential valuation.

Tell us a little about your business. An advisor will review it and reach out within 1 business day to schedule a confidential conversation.

No cost, no obligation. Your information is never shared without your permission.

Please add your business name, industry and location.

Thank you.

An advisor will review your business and reach out within 1 business day to schedule a confidential conversation.