The eight stages of a private sale.
Heirloom prepares the company, finds and qualifies buyers, negotiates the offers, and manages diligence, financing, and closing. Each stage below shows where you are needed.
Three to four months on average from launch to closing, 40% faster than a traditional sale.
Your goals and timing
HEIRLOOM · We learn the business, your timing, the outcome you want, and any buyers to exclude.
Financial preparation
The books, payroll, tax return, and your own explanation often disagree. Your advisor records the resolution and the evidence for it, and every buyer document, lender package, and diligence answer uses that figure.
Advisor review required.
When a sale runs into trouble
We check financing readiness before meetings and keep other qualified buyers engaged where practical.
We look for accounting gaps, customer concentration, lease issues, and unsupported adjustments before market, so they are explained before they become a price cut.
We compare the stated reason with the records, challenge unsupported changes, and return to other buyers when the process supports it.
We stop outreach, revoke buyer access, tell buyers only that the owner withdrew, and follow the retention rules in your agreement.
What sets the timeline
A traditional sale of this size takes six to nine months. Heirloom closes in three to four months on average from launch to closing. Timing depends on how ready the business is, buyer interest, financing, diligence, and legal work.
This is an expectation, not a guaranteed closing date.
Millions in enterprise value already transacted.
Heirloom has closed sales for owners like you, and our founder, Suyash Agrawal, bought and ran small businesses himself before starting the firm. Your sale is prepared the way a buyer will test it, by people who have been the buyer.