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Ownership/Exit paths/Third-Party / Strategic Sale

Third-Party / Strategic Sale

Sell to a strategic buyer or competitor, usually through a broker — the broadest market for sub-$1M-EBITDA shops.

Overview

A third-party sale lists your business — quietly or openly — to the widest pool of buyers: competitors, larger regional players, or individual buyers using SBA financing. For smaller owner-operated shops below the threshold that attracts PE, this is the most common path to a clean, all-cash-ish exit. Main Street businesses typically sell through a business broker; larger ones use an M&A advisor or investment banker who runs a structured, competitive process. The right intermediary and a little pre-sale cleanup usually pay for themselves in a higher price and better terms.

How It Works

  1. 1

    Prepare and value

    Clean up books, normalize owner add-backs, and get a defensible valuation before going to market.

  2. 2

    Engage an intermediary

    A broker (Main Street) or M&A advisor (lower-middle-market) markets the business confidentially and screens buyers.

  3. 3

    Run a process

    Confidential marketing, buyer outreach, and ideally multiple offers to create competitive tension.

  4. 4

    Negotiate and close

    LOI, diligence, purchase agreement, and close — often with a short transition period.

Pros & Cons

Pros

  • + Widest buyer pool, including individual SBA-financed buyers
  • + A competitive process can maximize price
  • + Often a cleaner, faster break than internal transfers
  • + Works well for sub-$1M-EBITDA shops PE ignores

Cons

  • Broker/advisor commissions (8–15% Main Street; 2–8% larger deals)
  • Confidentiality risk if word leaks to staff or competitors
  • Strategic buyers may cut your team or brand post-sale
  • Smaller deals lean on SBA financing, which adds time and contingencies

At a Glance

Timeline
Commonly 6–12 months from listing to close.
Typical fees
Business brokers ~8–15% on Main Street sales; M&A advisors 2–8% (Lehman/Double-Lehman) on larger deals; retainers of $5k–$10k/mo are common.
Valuation impact
A competitive, well-run process and clean financials are the surest way to lift the final number.
Tax notes
Asset vs. stock sale and allocation of purchase price drive the tax bill; plan the structure before the LOI.
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General information, not legal, tax, or financial advice. Deal-structure and fee ranges are directional norms — your situation will differ. Consult a qualified advisor before acting.