QSI™ SELLER PROCESS

Navigating the Path to Selling Your Business: A Seller's Guide to Success

"The key to successfully selling your business and starting your next adventure is to follow a proven process designed to create a win-win for all involved at the closing table." - Michael R. Moore

Introduction

Selling a business can feel overwhelming—but not with QSI™. Our proven 10-step system stacks the odds in your favor, delivering a 90% success rate (vs. the industry’s 11-20%).

This data-driven process maximizes value, protects confidentiality, and gets deals done. Watch the video or read below to see how we do it.

QSI™ For Sellers

QSI™ stands for Quantum Stack Investing™, created by my partner Chad Peterson. We’re only scratching the surface here—if you want to learn how to buy, sell, and stack your business for massive wealth, just ask and I’ll send you a free copy of the book.

WHO THIS IS FOR

If your business falls in the SBA sweet spot—valued between $350,000 and $8 million—this is for you. Grab a pen, take notes, and let’s dive in. (We have a different process for larger deals)

SCHEDULE YOUR FREE BUSINESS ANALYSIS

THE QSI™ SELLER PROCESS

The proven 10-step system for selling your business

1. Discovery Call: Establishing the Fit

The journey begins with a discovery call , where we discuss your business, your goals, and whether we are a good match based on your needs. This is a high-level conversation where we explore if your business falls within the SBA sweet spot and whether you’re ready to move forward with the selling process.

What to expect:

We’ll discuss your business’ performance, goals for selling, and any potential obstacles you foresee.
If the fit seems right, we move on to a deeper financial analysis.

2. Financial Analysis: 'Trifecta Market Pricing'

Once we’ve determined that we’re a good fit, we dive into your financial analysis using our proprietary ‘Trifecta Market Pricing™’ model. This step is critical to ensure your business is priced correctly for the market. We evaluate your business from multiple perspectives, including our internal assessment, expert SBA lender input, and actual market data.

Key points:

We collect your financial data (usually three years of tax returns and a current P&L).
Our certified financial experts, combined with feedback from SBA lenders, triangulate the fair market value to ensure accuracy.
This allows us to give you a reliable, bank-approved business valuation - which is very attractive to buyers.

3. Engagement: Committing to the Process

Once you agree to move forward, we formalize our working relationship with an engagement agreement. This contract typically spans 12 months, though we aim to sell most businesses within 6-9 months.

Why it matters:

The exclusive engagement ensures you have our full commitment to getting your business sold.
Our team will now begin preparing your business for market, ensuring everything is in place for a successful sale.
You’re not just getting a broker, you’re getting an entire acquisition team ready to work non-stop to get your business sold.

4. Business Model Review: Preparing for the Market

Next, we conduct a business model review, where we assess the overall health and scalability of your business. This step ensures that we fully understand your business from both a buyer’s and a bank’s perspective.

What’s involved:

We benchmark your business against industry standards and run a thorough CFO-level analysis of your operations and financials.
This assessment provides valuable insight and highlights growth opportunities within your business model, enhancing its attractiveness to potential buyers.
The results help us refine your confidential business review (CBR) and other marketing materials to attract serious buyers.

5. Marketing & Confidential Business Review: Attracting Buyers

This is where we put together your confidential business review (CBR) and start marketing your business. We maintain strict confidentiality by using blind ads, so your employees, customers, or competitors won’t know your business is for sale.

Key elements:

You review and approve the CBR and blind ads before they are published.
Once approved, we launch your business to our network of qualified buyers and on relevant business listing platforms.

6. Buyer Screening: Pre-Qualifying the Right Buyers

One of the most important steps is buyer screening process. We don’t send every inquiry your way—instead, we filter out the “deadbeat” buyers and focus only on serious, financially capable prospects.

How we screen buyers:

Buyers must sign a non-disclosure agreement (NDA) and provide proof of financial capability.
We also assess their industry experience and culture fit to ensure they are the right match for your business.

Once we have pre-qualified buyers, we set up buyer meetings. These meetings give you the opportunity to meet potential buyers and see if there’s a mutual fit.

What happens:

We guide both you and the buyer through a casual interview, discussing key aspects of the business and its operations.
If the chemistry is right, we move forward to the next step: receiving an offer to purchase.

7. Offer to Purchase: Serious Offers Only

We don’t deal with non-binding letters of intent (LOI), which can often lead to time-wasting or manipulation. Instead, we require buyers to submit a legally binding offer to purchase, backed by a financial commitment.

Why this matters:

The offer to purchase is legally binding and requires the buyer to put up earnest money.
It shows us—and you—that the buyer is serious and ready to proceed with the purchase.

8. Due Diligence: Navigating the Hardest Part

Due diligence is often the most challenging part of the sale. During this phase, the buyer verifies all aspects of the business before the sale is finalized. Our team helps navigate this complex and stressful stage.

Our role:

We handle all the communication between you and the buyer to ensure transparency and minimize misunderstandings.
Our due diligence expert keeps the process on track and helps overcome any obstacles that might threaten the deal.

9. Closing: Sealing the Deal

After navigating due diligence, it’s time for closing. We coordinate everything needed between the bank, the buyer, the closing attorney, and the title company. This is often an anti-climactic step for the seller, where the final documents are signed, and funds are transferred.

What to expect:

You’ll sign the necessary documents, usually through DocuSign, and receive the sale proceeds via a wire transfer.

10. Transition: Setting the Buyer Up for Success

We also manage the transition process to ensure a smooth handover to the new owner.

What to expect:

The transition period (length and involvement) is agreed upon in the purchase agreement, ensuring a smooth handover to the new owner.

SCHEDULE YOUR FREE BUSINESS ANALYSIS

No excuses. Just results.

100% NO 'B.S' GUARANTEE

We work with good sellers, selling good businesses, to good buyers, with good banks—where everyone wins at the closing table. No games, no wasted time, no B.S.

MITIGATING COMMON SELLER CONCERNS

We understand that selling your business can bring up a lot of concerns - fear, uncertainty and doubt

Whether you're worried about economic downturns or finding the right buyer or confidentiality, our QSI process has been designed to address these common fears. The QSI™ seller process fleshes these fears and obstacles out for you.

SCHEDULE YOUR FREE BUSINESS ANALYSIS

DETERMINING WHEN TO SELL

The answer is simple: “The best time to sell is when your business is doing well.”

The secret is to sell at the right point during your passion cycle.

SCHEDULE YOUR FREE BUSINESS ANALYSIS

Navigating the Path to Selling Your Business: A Seller's Guide to Success

"The key to successfully selling your business and starting your next adventure is to follow a proven process designed to create a win-win for all involved at the closing table." - Michael R. Moore

Introduction

Selling a business can feel overwhelming—but not with QSI™. Our proven 10-step system stacks the odds in your favor, delivering a 90% success rate (vs. the industry’s 11-20%).

This data-driven process maximizes value, protects confidentiality, and gets deals done. Here’s how we do it.

QSI™ For Sellers

QSI™ stands for Quantum Stack Investing™, created by my partner Chad Peterson. We’re only scratching the surface here—if you want to learn how to buy, sell, and stack your business for massive wealth, just ask and I’ll send you a free copy of the book.

WHO THIS IS FOR

If your business falls in the SBA sweet spot—valued between $350,000 and $8 million—this is for you. Grab a pen, take notes, and let’s dive in. (We have a different process for larger deals)

SCHEDULE YOUR FREE BUSINESS ANALYSIS

THE QSI™ SELLER PROCESS

The proven 10-step system for selling your business

1. Discovery Call: Establishing the Fit

The journey begins with a discovery call , where we discuss your business, your goals, and whether we are a good match based on your needs. This is a high-level conversation where we explore if your business falls within the SBA sweet spot and whether you’re ready to move forward with the selling process.

What to expect:

We’ll discuss your business’ performance, goals for selling, and any potential obstacles you foresee.
If the fit seems right, we move on to a deeper financial analysis.

2. Financial Analysis: 'Trifecta Market Pricing'

Once we’ve determined that we’re a good fit, we dive into your financial analysis using our proprietary ‘Trifecta Market Pricing™’ model. This step is critical to ensure your business is priced correctly for the market. We evaluate your business from multiple perspectives, including our internal assessment, expert SBA lender input, and actual market data.

Key points:

We collect your financial data (usually three years of tax returns and a current P&L).
Our certified financial experts, combined with feedback from SBA lenders, triangulate the fair market value to ensure accuracy.
This allows us to give you a reliable, bank-approved business valuation - which is very attractive to buyers.

3. Engagement: Committing to the Process

Once you agree to move forward, we formalize our working relationship with an engagement agreement. This contract typically spans 12 months, though we aim to sell most businesses within 6-9 months.

Why it matters:

The exclusive engagement ensures you have our full commitment to getting your business sold.
Our team will now begin preparing your business for market, ensuring everything is in place for a successful sale.
You’re not just getting a broker, you’re getting an entire acquisition team ready to work non-stop to get your business sold.

4. Business Model Review: Preparing for the Market

Next, we conduct a business model review, where we assess the overall health and scalability of your business. This step ensures that we fully understand your business from both a buyer’s and a bank’s perspective.

What’s involved:

We benchmark your business against industry standards and run a thorough CFO-level analysis of your operations and financials.
This assessment provides valuable insight and highlights growth opportunities within your business model, enhancing its attractiveness to potential buyers.
The results help us refine your confidential business review (CBR) and other marketing materials to attract serious buyers.

5. Marketing & Confidential Business Review: Attracting Buyers

This is where we put together your confidential business review (CBR) and start marketing your business. We maintain strict confidentiality by using blind ads, so your employees, customers, or competitors won’t know your business is for sale.

Key elements:

You review and approve the CBR and blind ads before they are published.
Once approved, we launch your business to our network of qualified buyers and on relevant business listing platforms.

6. Buyer Screening: Pre-Qualifying the Right Buyers

One of the most important steps is buyer screening process. We don’t send every inquiry your way—instead, we filter out the “deadbeat” buyers and focus only on serious, financially capable prospects.

How we screen buyers:

Buyers must sign a non-disclosure agreement (NDA) and provide proof of financial capability.
We also assess their industry experience and culture fit to ensure they are the right match for your business.

Once we have pre-qualified buyers, we set up buyer meetings. These meetings give you the opportunity to meet potential buyers and see if there’s a mutual fit.

What happens:

We guide both you and the buyer through a casual interview, discussing key aspects of the business and its operations.
If the chemistry is right, we move forward to the next step: receiving an offer to purchase.

7. Offer to Purchase: Serious Offers Only

We don’t deal with non-binding letters of intent (LOI), which can often lead to time-wasting or manipulation. Instead, we require buyers to submit a legally binding offer to purchase, backed by a financial commitment.

Why this matters:

The offer to purchase is legally binding and requires the buyer to put up earnest money.
It shows us—and you—that the buyer is serious and ready to proceed with the purchase.

8. Due Diligence: Navigating the Hardest Part

Due diligence is often the most challenging part of the sale. During this phase, the buyer verifies all aspects of the business before the sale is finalized. Our team helps navigate this complex and stressful stage.

Our role:

We handle all the communication between you and the buyer to ensure transparency and minimize misunderstandings.
Our due diligence expert keeps the process on track and helps overcome any obstacles that might threaten the deal.

9. Closing: Sealing the Deal

After navigating due diligence, it’s time for closing. We coordinate everything needed between the bank, the buyer, the closing attorney, and the title company. This is often an anti-climactic step for the seller, where the final documents are signed, and funds are transferred.

What to expect:

You’ll sign the necessary documents, usually through DocuSign, and receive the sale proceeds via a wire transfer.

10. Transition: Setting the Buyer Up for Success

We also manage the transition process to ensure a smooth handover to the new owner.

What to expect:

The transition period (length and involvement) is agreed upon in the purchase agreement, ensuring a smooth handover to the new owner.

SCHEDULE YOUR FREE BUSINESS ANALYSIS

No excuses. Just results.

100% NO 'B.S' GUARANTEE

We work with good sellers, selling good businesses, to good buyers, with good banks—where everyone wins at the closing table. No games, no wasted time, no B.S.

MITIGATING COMMON SELLER CONCERNS

We understand that selling your business can bring up a lot of concerns - fear, uncertainty and doubt

Whether you're worried about economic downturns or finding the right buyer or confidentiality, our QSI process has been designed to address these common fears. The QSI™ seller process fleshes these fears and obstacles out for you.