HOW WE WORK
Walk away proud, long after the sale closes.
Every engagement follows the same structured process — designed around your timeline, your priorities, and the financial life you’re building on the other side of the sale.
Confidential. You set the pace. No pressure, no obligation.
THE TRISTAR PROCESS
Most brokerage processes end at the closing table. Ours doesn’t.
What follows is a seven-stage process built around a simple conviction: that a successful sale is measured not by the number on the closing document, but by the quality of the life it makes possible. Each stage is designed to protect your interests, prepare you for what comes next, and ensure that the buyer who acquires your business deserves to.
STAGE 1
The Right Fit
TriStar works with a small number of clients at any given time. Before we discuss your business, we have a straightforward conversation about what you’re hoping to achieve — and whether TriStar is genuinely the right partner to help you get there. This works both ways.
STAGE 2
Getting Ready
Before your business goes to market, we help you get it there. That means organizing financials, identifying what drives your valuation, and — where possible — increasing it. We address anything that could give a buyer pause and build the case for what your business is genuinely worth.
STAGE 3
Understanding Your Value
Most brokers start with a number. We start with a question: what does your financial life need to look like after you sign? We then build the financial picture that supports your valuation — including a Quality of Earnings review that prepares your books to withstand buyer scrutiny.
STAGE 4
Finding the Right Buyer
Our goal is to bring your business to multiple qualified buyers simultaneously. Competitive tension is the only honest market test — and it’s the most reliable way to increase your offers. We evaluate every buyer on more than price: track record with acquired employees, operational philosophy, and values alignment all matter.
STAGE 5
Negotiating on Your Behalf
The buyers across the table do this every day. We do too. TriStar reviews every offer for what it actually means: not just the headline number, but the structure, the contingencies, and what you’ll walk away with when the dust settles.
STAGE 6
Closing with Confidence
The path from accepted offer to signed agreement runs through layers of legal, financial, and operational review. We manage that process — coordinating with the appropriate transactional attorney, responding to buyer requests, and keeping the deal on track — so you can focus on running your business.
STAGE 7
Life After the Sale
Most brokers consider the job done at closing. TriStar doesn’t. We stay in contact after the sale to ensure the financial planning we built together is translating into the life you envisioned. The closing table is not the finish line. It never was.
TAKE THE FIRST STEP
Every one of these seven stages begins with a single conversation.
That first conversation costs you nothing and obligates you to nothing. It is simply a chance to ask the questions you have been carrying and hear honest answers from someone who has guided owners like you through every stage of this process. Download our free guide, “Are You Ready to Sell Your Business?”. Get the 10 questions every home services owner should answer before going to market. What you learn is yours to keep.
Confidential. You set the pace. No pressure, no obligation.
