A first call with a dedicated advisor
Your sales, your EBITDA, who runs what and why now. You leave with the next steps.
Talk to a dedicated advisorFree. Booked calls start at $700,000 in yearly profit.
Companies with $10,000,000 or more in sales
Selling a company your size How we'd run it, and what you'd see
If your company has $10,000,000 or more in sales, here's how we'd run its sale and what you'd see at each step. A dedicated advisor runs it with you. You read your listing behind a password and say yes before any buyer sees it. No buyer sees your company's name, books or files without signing an NDA for your listing, a promise to keep it confidential.
Figures: Market Pulse through Q2 2026Read November 12, 2026
Talk to a dedicated advisor45 minutes. Free. Booked calls start at $700,000 in yearly profit.
Step one
What happens on the first call?
It's 45 minutes on Zoom with a dedicated advisor, and it's free. Before it, your advisor reads up on your company from public sources, so the time goes to what only you know.
Expect questions about five things: your sales, your EBITDA, who runs what, your largest customers, and why now. EBITDA is yearly profit before interest, taxes, depreciation and amortization.
If you've run our free valuation and the call is three or more days out, an email follows the morning after you book. It names three things buyers of your kind of business look at. Shortly before the call, we email you the Zoom link.
You leave with the next steps, and nothing to sign.
What buyers read
What we write for buyers
Buyers read your company in one book, set out in seven chapters. Some parts are open to anyone. The rest open with a free account, or with the NDA for your listing.
Executive Summary
What the company does, the sale and the headline figures. Anyone can read it, and your company's name stays hidden.
What It Sells
Your products or services and how they sell. Open before the NDA, without the details that would point to you.
Financials
Yearly results for anyone. Your monthly books and each cost line open at the NDA.
Customers and Marketing
Who buys from you, how they find you, and what keeps them coming back.
Operations
Your team by role and how the work gets done. Before the NDA, your software shows only by category.
The BridgeBook Review
Our grade, up to four things a buyer should weigh, in our words, and ideas for growth. Signed-in buyers only.
Next Steps
The path to an offer, your advisor, and what the data room holds at each step.
Privacy
Who sees what, and when
Your data room opens in steps. A buyer moves up a step only by doing what that step asks.
25,000+ buyers in our network. For a company your size the list that matters is shorter, and you can block anyone on it.
Before an NDA
Your listing and its yearly figures, without your company's name. The data room shows as counts by category. No monthly books and no files.
At the NDA for your listing
The buyer signs from an email they've proven is theirs. Then your company's name, your monthly books and the files set to open at that step.
After an accepted letter of intent
More files, the ones set to open at this step. A letter of intent (LOI) is the buyer's written offer.
At closing
The rest.
- Every file a buyer opens is logged first. If the log can't be written, the file doesn't open.
- Tax returns go out only as redacted copies a person has accepted.
- Each buyer who signs is checked against public sources and the U.S. Treasury sanctions lists. A person decides.
- A buyer who makes an offer sends proof of funds, unless we already know them or hold a recent proof.
- You can block anyone.
Your yes
What you approve
Your listing, before it goes live. You read it behind a password in both buyer editions: the teaser buyers see before the NDA, and the full book they see after it.
Neither edition names your company, so the password page doesn't either. You approve it, or tell your deal team what to change.
Who does what
What we don't do
We don't write the quality of earnings report, an accounting firm's test of your earnings. We don't arrange representations and warranties insurance, a policy for the contract's promises. We don't act as the escrow agent who holds back part of the price, and we don't give tax or legal advice.
Your CPA, your attorney and the buyer's firms do that work. Your advisor keeps it moving and keeps you on the dates.
How we're paid
One success fee, paid only at closing
A success fee set for each business, paid only at closing. No retainer or upfront fee, and it's in writing before you sign.
Free credits
Bigger business, bigger credit.
Send your details, then start your listing or take your call with your dedicated advisor. The bigger the business, the more comes off our fee at closing.
Set from the yearly sales you give us, and confirmed from your financials before you sign. Credits aren’t cash.
| Yearly sales | Report | Call or listing | In all |
|---|---|---|---|
| Under $5,000,000 | $2,500 | $2,500 | $5,000$2,500 + $2,500 |
| $5,000,000+ | $5,000 | $5,000 | $10,000$5,000 + $5,000 |
| $10,000,000+ | $7,500 | $7,500 | $15,000$7,500 + $7,500 |
| $20,000,000+ | $10,000 | $10,000 | $20,000$10,000 + $10,000 |
| $50,000,000+ | $15,000 | $15,000 | $30,000$15,000 + $15,000 |
| $100,000,000+ | $25,000 | $25,000 | $50,000$25,000 + $25,000 |
Questions to ask any firm, us included
Three questions tell you more than any brochure. Ask them of everyone you talk to.
What have you sold near my size, and when?
Who runs my sale day to day?
Who decides which buyers see it?
Time
How long it takes
A typical shape, not a promise.
In IBBA and M&A Source's survey for the second quarter of 2026, sales priced $2,000,000 to $50,000,000 averaged 11 to 12 months from hiring an advisor to closing.[1]
In the survey's report for the fourth quarter of 2023, roughly three to four months went to due diligence, the buyer's check of your company, after a signed LOI. That's older data.[2]
We discuss a practical plan for your business rather than promise a fixed closing date.
Who runs the sale?
A dedicated advisor, tied to your company, from the first call to closing.
Will buyers know it's my company?
Not before they sign an NDA for your listing from a proven email. Before that they see your listing without your name, and your data room only as counts.
What do you charge?
A success fee set for each business, paid only at closing. No retainer or upfront fee, and it's in writing before you sign.
Do you arrange the quality of earnings report?
No. An outside accounting firm prepares it. Your advisor helps you decide whether to order one and get your books ready for it.
Sources
Where these numbers come from
- IBBA and M&A Source (PR Newswire), The Market Pulse Survey Q2 2026 Reports the Latest Trends in Business Sales up to $50,000,000. Second quarter of 2026: 255 advisors, 181 closed deals. Read November 12, 2026.
- IBBA and M&A Source, Market Pulse Q4 2023 Executive Report. Fourth quarter of 2023. Read November 12, 2026.
Outside figures are other publishers', named and dated, and they don't feed our calculator. How we use outside figures
Two good places to start
Start with a conversation, not a contract
Your free valuation
A few minutes, and a range from what similar companies sold for. Not one number.