What You Send Us
The form on this site asks for a few basics: your industry, rough yearly sales and profit, whether you might sell within six months, your company name and how to reach you. It takes a couple of minutes.
You do not need to send financial statements, tax returns or anything else at this stage. If the conversation goes further, those come later and go directly to the broker, not to us.
The form is meant for owners of established companies, usually with about $1 million or more in yearly sales. If yours is smaller, you are still welcome to ask, but we may not have a good fit.
Who Sees Your Details
We send what you entered to one brokerage partner that values and sells companies in the region. We do not post it, sell it to a list or send it to a group of brokers to compete for you.
The broker uses it to prepare for a call with you. Ask them on that call how they keep seller information private. You can read how we handle data in our privacy statement.
How We Are Paid
You pay us nothing. Not for the form, not for the call, not if you sell.
A brokerage partner may pay us a referral fee for introductions. That is how this site is funded. If you hire the broker, their own fee is set in a written agreement between you and them, and you can negotiate it like any other service.
We are telling you this up front because you should know who is on the other end of a form before you fill it out.
What Happens on the First Call
A broker calls at the time you picked. Expect questions about what the company does, how long you have owned it, who runs it day to day, your customers and your rough earnings.
From that, they can usually give you a preliminary value range and tell you what would move it up or down. A firmer number comes after they review your financial statements. Our appraisal page explains how that number is built.
It is a good time to ask your own questions: how they find buyers, how they keep a sale quiet, how long sales like yours take and what they charge.
No Obligation Either Way
Nothing you sign or say on that call commits you to sell. Some owners list soon after. Some decide to fix a few things first and sell in two or three years. Some decide not to sell at all.
All of those are fine. If you do want to move ahead, the broker explains their listing agreement and you decide whether to sign it, with your attorney if you like.
What We Do Not Do
We are not lawyers, accountants or appraisers, and nothing on this site is legal or tax advice. The articles here explain how things generally work so you can ask better questions.
For Florida filings that come with a sale, browse the Florida seller steps. For the whole process, read our guide to selling your Jacksonville company.
If this sounds right, fill in the short value form or call (904) 555-0129.