The Corewood process
A deliberate process, built around the owner.
Selling a business you spent decades building shouldn't feel like being processed through someone else's machine. Here's exactly how a Corewood engagement works, step by step, so there are no surprises.
A confidential conversation
We talk privately about your business and what you want from a transition. No paperwork, no listing, no obligation — just an honest conversation to see whether and how Corewood can help.
The Sale-Readiness Package
We get your numbers into the shape a serious buyer expects — working with your CPA (or one we'll introduce) to produce clean, normalized financials. It's an investment in your own business that pays off whether or not you ever sell: you finally see what you've really got.
Valuation & strategy
Using those numbers, we establish what your business is genuinely worth and why — what drives the value, and what would raise it before a sale. You walk in knowing your number and the reasoning behind it, never guessing.
Quietly reaching the right buyers
We bring the opportunity to a small set of qualified, serious buyers under confidentiality. You decide who learns what, and when. Nothing is ever made public.
Negotiating on your behalf
We guide the negotiation to protect your interests — price, terms, and the treatment of your employees — so the deal reflects the value of what you built.
A clean, respectful close
We manage the details through diligence, close, and hand-off, so you can step back knowing your business, your people, and your legacy were treated with the respect they earned.
Life after the sale
The sale isn't the end of the plan. We connect you with CFA® charterholder advisers who help turn the proceeds into lasting income — so stepping back from the business doesn't mean stepping away from the life it built.
It starts with one private conversation.
No commitment, no cost, no pressure. Just a chance to understand your options.