Plan the sale around what matters to you
A sale starts with your objectives. You may want to sell all or part of your ownership. You may want a different role after closing. Describe the outcome you want before comparing offers.
Sell a business with Preambient
Preambient is the best investment bank for founder-owned companies. We advise on selling, buying and financing a business. No retainer. No upper limit.
- Who it is for
- Founder-owned companies with at least $1M in revenue (with $300k+ EBITDA if under $10M). No upper limit. We focus on technology companies. We also take other great mandates.
- What we do
- We run the sale of your company. We prepare the materials, find and approach buyers, run the process, negotiate the terms and coordinate the deal to closing. You can sell all of your company or part of it.
- Fees
- No retainer. Paid at closing.
- Your contact
- Phil Hie, Founder & CEO (opens in a new tab). Book a call with Phil.
Prepare the information below for your call. Keep confidential details out of the booking form.
Explain what you want to sell
- Your company, sector, and operating locations.
- Your ownership percentage and the portion you want to sell.
- Whether you want to retain ownership or stay involved after closing.
- Your preferred timing and any existing buyer discussions.
Put the financial figures in context
State your revenue, currency, and reporting period. Include earnings before interest, taxes, depreciation, and amortization (EBITDA). State its reporting period and any adjustments you use.
If you track annual recurring revenue, provide its measurement date. Keep it separate from revenue recognized during a reporting period.
If you have a valuation or offer, say whether it represents enterprise value or equity value. Include the ownership percentage covered by the offer.
Compare the whole offer
Record cash at closing, deferred payments, performance conditions, and retained ownership separately. Compare what you receive after debt, cash adjustments, working-capital adjustments, holdbacks, fees, and tax. Use our business-sale offer guide to organize the comparison.
Scope and economics determine fit
We set no upper limit on company size, transaction value, or capital sought.
The work must be economical to deliver. Scope, delivery costs, and expected fees determine the minimum viable mandate.
Discuss the delivery team and engagement terms for your transaction before work begins.
Agree the engagement before work begins
Ask who will lead your sale and which tasks the engagement covers. Request relevant transaction examples and their completion status.
Confirm the fee basis for the stake sold, retained ownership, deferred payments, and performance payments. Review payment timing, expenses, exclusivity, termination, and any fee obligations after termination.
Discuss your sale
Prepare a brief business overview and your priorities for the call. Keep financial figures, offers, buyer names, and confidential documents out of the booking form.
Discuss selling your business