Our Process

A methodical path through a once-in-a-career decision

Proxima assists, guides, and advises at each stage. The process is designed to protect confidentiality and give the owner clarity before every decision.

01

Confidential Consultation

We begin by understanding the owner's goals, the business, and the objectives behind a potential sale. There is no obligation, and the conversation stays confidential.

02

Business & Financial Review

We review the business and its financial information to better understand its position. A CPA background allows this review to go beyond surface-level figures.

03

Strategic Preparation

We prepare the business and relevant information for the marketplace, so the story a buyer sees is accurate, organized, and well supported.

04

Buyer Identification

We identify and connect with appropriate potential buyers, sharing sensitive information only after a non-disclosure agreement is in place.

05

Negotiation & Transaction Support

We help guide the parties through the transaction process, coordinating with legal and tax advisors through diligence to closing.

Your business information deserves to stay confidential

Exploring a sale does not mean announcing one. Conversations with Proxima begin confidentially, and sensitive financial and operational information is handled with discretion at every stage.