The Iconic Process
Sell Your Business Faster with the Iconic Process
At Iconic, we guide you through a personalized and streamlined process, powered by modern technology and M&A expertise. Our team will guide you through every stage, ensuring you remain organized, well-informed, and in full control. Our approach is built to maximize value, minimize stress, and deliver a seamless transition to new ownership.
Company Onboarding
Initiate the Discovery phase to align objectives, gather essential data, and formalize our partnership through an engagement agreement.
Preparation of Transaction Materials
Conduct comprehensive financial analysis, develop investment models, and prepare key documents for buyer engagement.
Marketing and Syndication
Implement the marketing strategy to initiate targeted buyer outreach, manage confidentiality agreements, and facilitate buyer engagement.
Buyer Engagement and Market Development
Distribute buyer confidentiality agreements, share additional marketing materials, and facilitate in-depth discussions with interested parties.
LOI Selection and Due Diligence
Review and select the most favorable LOIs, then guide the due diligence process, ensuring thorough evaluation and data integrity to support final negotiations.
Finalizing the Purchase Agreement and Closing
Oversee the drafting and negotiation of the purchase agreement, guide the closing process, and ensure a seamless transition of ownership.
Company Onboarding
Your sales journey begins with a tailored onboarding process that aligns your goals with our expertise and sets the foundation for a successful transaction.
Initial Consultation with Client Advisor
You'll meet with your dedicated Client Advisor who will learn about your business, goals, and reasons for selling.
Setting Business Objectives
Discuss and define your personal and business objectives for the sale.
Data Gathering
Provide key financial and operational data (e.g., financial statements, tax returns, business performance metrics).
Timeline Agreement
Establish a timeline for the transaction, outlining key milestones and expectations.
Engagement Letter
Formalize the partnership by signing an engagement agreement, ensuring transparency, clarity, and a shared understanding of the process.
- Advisor Matched 2 weeks ago
- NDA Executed 10 days ago
- Engagement Letter Signed 7 days ago
- Kickoff Call Scheduled 3 days ago
- Financials Uploaded 1 day ago
- Data Room Provisioned just now
Preparation of Transaction Materials
We meticulously prepare all critical documents and financial models, ensuring your business is positioned for success and ready to attract the right buyers.
Provide Financial Information
Share any additional financial documents needed for analysis (e.g., forecasts, budgets).
Automated Virtual Data Room
We create a secure, online data room where sensitive documents are stored and shared with potential buyers.
Review Investment Models
Collaborate with our team as they create detailed investment models that present your business in the best possible light.
Prepare Marketing Documents
We create materials, such as presentations, business summaries, and financial overviews to share with potential buyers.
Manage Interested Buyers
Our team uses AI tools to identify potential buyers who align with your goals, ensuring that outreach is targeted and relevant.
Marketing and Syndication
Our targeted marketing and syndication strategy reaches the ideal buyers, ensuring maximum exposure and attracting highly qualified buyers.
Launch Marketing Campaign
Once documents are prepared, we activate the targeted marketing campaign to begin buyer outreach.
NDAs and Confidentiality Agreements
Buyers who show interest will sign NDAs to ensure all shared information remains confidential.
Review Buyer Interest
As potential buyers engage, review who is expressing interest in your business and whether they align with your objectives.
Facilitate Presentations
Attend virtual or in-person presentations with prospective buyers, where we present your business in detail and address any questions they have.
Site Visits
If applicable, buyers will visit your business for a closer look. Prepare for any necessary visits or meetings.
Buyer Engagement and Market Development
We engage with potential buyers and manage the process with precision, ensuring that only the best offers make it to the negotiation table.
Review Incoming Letters of Intent (LOIs)
We present you with LOIs from interested buyers, which outline their proposed terms and intentions.
Evaluate Offers
Analyze each LOI to ensure alignment with your financial and strategic goals.
Select Preferred Buyers
Work closely with our team to select buyers that best align with your objectives and business vision.
Negotiation Prep
Begin preparing for high-level negotiations with your selected buyer(s), discussing terms, contingencies, and expectations.
Initiate Due Diligence
After selecting preferred buyers, we initiate the due diligence phase, where they will review your business in detail.
LOI Selection and Due Diligence
We carefully evaluate each offer and guide you through due diligence, ensuring transparency and protecting your interests every step of the way.
LOI Selection
Review and select the most favorable LOI(s) based on their financial strength, the strategic fit, and their proposed deal terms.
Provide Due Diligence Documents
During due diligence, you'll provide additional documentation as requested by the buyer, including operational data, contracts, and legal information.
Answer Buyer Questions
Be prepared to answer any buyer queries regarding the business and its operations.
Monitor Progress
Stay in close communication with our team as we facilitate due diligence, ensuring everything proceeds smoothly and efficiently.
Review Buyer's Findings
Our team will guide you through any feedback or findings from the buyer's due diligence process, helping you address any concerns or questions.
Finalizing the Purchase Agreement and Closing
Our team of experts supports you through the final stages, ensuring the purchase agreement is executed smoothly and the transition is seamless.
Review the Purchase Agreement
Once due diligence is complete, our team will work with you to review the purchase agreement that outlines the final terms, including the purchase price, contingencies, and other conditions.
Negotiate Final Terms
If needed, negotiate any final terms with the buyer to ensure the agreement reflects your objectives and expectations.
Legal and Tax Support
Work with our legal & tax channel partners to address any legal or tax implications and ensure the agreement is properly structured.
Sign the Agreement
Once all terms are agreed upon, you'll sign the final purchase agreement, formalizing the transaction.
Final Closing
Our team will guide you through the closing process, handling all necessary documentation and facilitating the smooth transfer of ownership.
Post-Closing Support
We'll remain involved to ensure the transition is seamless and provide ongoing support as needed to complete the deal and meet all agreed-upon objectives.
Time kills all deals
We focus on getting you the best deal, fast.
Stellar team
Stellar team
Your dedicated team of industry experts understands the goals and challenges of selling your business. We’re with you every step of the way.
Client Advisor
Your dedicated point of contact for strategic guidance and support throughout the deal process.
Operations Coordinator
Coordinates deal logistics and ensures smooth execution of the transaction process.
Financial Analyst
Analyzes financial data to provide insights crucial for informed decision-making and valuation.
Buyer Manager
Manages relationships with potential buyers, facilitating communication and negotiation.
Executive Sponsor
Provides high-level strategic oversight and ensures alignment with available industry resources.
Legal & Tax Liaison
Manages legal aspects, ensures compliance, minimizes risk, and optimizes deal structure for tax efficiency.
How our software helps you
Keeping the sale of your business front and center.
“Iconic makes selling or buying a business so much easier. Amazing team, awesome platform. Game changer!”
Jordan Terrell · Business Owner
Start with a complimentary valuation of your business
Curious what your business is worth? Begin with a short survey to receive your business valuation.
