Understand your options.
Start with clear answers.

A full sale is one option. A partial sale or investment may also be considered, depending on your goals, the buyer’s interest, and the structure the parties agree.

Your role can be part of the discussion. Owners may wish to remain during a transition, continue in an operating role, or work toward retirement. The scope, timing, and compensation should be agreed as part of the transaction.

For the customs brokerage acquisition opportunity described on this site, our brokerage fee is paid by the buyer. Sellers do not pay us a brokerage fee. Fee arrangements for other engagements are discussed in advance.

Start with a general discussion of your goals. Before sensitive information is exchanged, agree on confidentiality expectations, any appropriate nondisclosure agreement, and who may receive the records.

Recent financial statements and tax returns, a business overview, ownership information, customer and revenue mix, major contracts, staffing, and transition considerations can help frame the discussion. The initial call does not require a document submission.

There is no single timeline. Readiness, price expectations, buyer interest, financing, diligence, and the proposed structure all affect the process. We discuss timing in the context of the specific business.

Yes. We already have active acquisition and investment interest in U.S. customs brokerages. You won’t be starting with a buyer search from scratch. We help assess the fit and move discussions forward around your goals, price expectations, and preferred transition.

The discussion may include price, payment structure, the transition period, responsibilities during handover, and whether the owner will remain involved. The scope of our engagement is agreed before work proceeds.