A full sale
Discuss a complete ownership transition, the timing of your exit, and the support needed for a handover.
Prepare for a full or partial sale with a clear view of your business, the value you want to achieve, and the transition that works for you.
Discuss a complete ownership transition, the timing of your exit, and the support needed for a handover.
Explore whether selling part of the business or bringing in an investor could fit your plans and a buyer’s objectives.
Consider a defined transition period, continued operational involvement, or a planned move toward retirement.
Bring together recent financial statements and tax returns. Explain owner compensation, unusual costs, and changes in performance so the figures can be discussed consistently.
Outline services, customers, staffing, systems, and major agreements. Show which responsibilities belong to the owner and how they could be handed over.
Consider the price you hope to achieve alongside timing, payment structure, confidentiality, and your preferred role after a full or partial sale.
The sale price matters. So do payment structure, transition responsibilities, timing, and what happens after ownership changes. We help you identify the priorities to bring to a buyer discussion.
Start by explaining what you want from a sale. We then discuss the business information to organize, how buyer conversations may proceed, and the commercial terms that need attention.
For U.S. customs brokerage owners, we already have active acquisition and investment interest. Explore a full or partial sale, transition options, and the buyer-paid brokerage fee arrangement.
Explore customs brokerage salesEach transaction follows its own pace. This is the general sequence, shaped around the business and the parties’ agreed goals.
Discuss the possibility of a sale and agree on confidentiality before sharing sensitive information.
Clarify price expectations, timing, full or partial ownership, and your preferred role after a sale.
Organize financials, the business overview, customer mix, and the information a buyer will need.
Discuss the business with a prospective buyer and assess commercial and transition priorities.
Work through price, payment structure, transition timing, and continued owner involvement.
Coordinate information review with the parties and their advisers, then plan the agreed handover.
Start with a conversation. Move forward when the next step is right for you.
Discuss your saleThere is no fixed sale timetable. The business, buyer readiness, and the terms all influence how the process develops.
Clear records, realistic priorities, and an agreed information-sharing process help reduce avoidable back-and-forth.
Questions about performance, financing, contracts, or the proposed structure can affect the schedule. Work through them before setting expectations around a closing date.
The parties need to coordinate the documents, funds, approvals, and practical transition arrangements that apply to the agreed 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.
Discuss the scope of support, the parties we will work with, the fee arrangement, and when any payment would be due. These points should be clear before an engagement begins.
Begin with a general discussion. Agree on confidentiality expectations, any appropriate nondisclosure agreement, and who may receive information before sensitive records are shared.
No. Start with your goals, timing, and a general business overview. We can then discuss what information would be useful and how it should be shared.
A full sale is one option. A partial sale, investment, or continuing role can also be discussed where it fits the parties’ goals. Price, responsibilities, and transition arrangements should be considered together.
Talk through your timing, price expectations, and whether a full or partial sale could fit your plans. You can start with a general conversation before sharing sensitive records.