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Services & Process

We help business owners navigate the complex path of selling or buying a business with, Commitment and Compassion.

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CrossRoads Business Advisors follows a
5 Point Pathway

CrossRoads Business Advisors, understands selling a business can be a complex, emotional journey. That’s why we’ve developed our 5-Point Pathway. This comprehensive approach is designed to simplify and streamline the process by ensuring each step from connect to close, is skillfully managed. While these points may seem basic, they are like key waypoints on a monumental journey. Think of it like a map. CrossRoads is with you, guiding your path along the many twists and turns, navigating the complexities.

We navigate with commitment and compassion, while you continue driving your business, paving the way for a successful and rewarding exit honoring your life’s work.

We confidentially meet with business owners introducing who we are and learning who you are.  We gain an understanding of your unique business, it’s history and your personal goals.  We review financials, and offer a Complimentary Opinion of Value.

We work closely together in developing a customized plan that aligns with your business objectives and vision.

We organize and streamline all necessary documents, and financials, using a secure virtual data room in preparation for a smooth transition.

We help navigate the process of choosing the right buyer or opportunity for your business that best aligns with your exit goals.

We skillfully guide negotiations, navigating the due diligence process, and  procure necessary documents, ensuring a seamless, and successful closing process.

"Plans fail for lack of counsel, but with many advisers they succeed."

Proverbs 15:22

The CrossRoads Pathway

Maximize Your
Business Sale

CrossRoads Business Advisors believes business owners pour their hearts and souls into their companies, dedicating time and energy to building something special. We understand the immense dedication and passion involved in this journey. By learning the history of your business, analyzing the financials, and identifying the procedures and people that make your business unique, we ensure you achieve the maximum value for your hard work and dedication.

Opinion Of Value

CrossRoads Business Advisors offers a comprehensive, complimentary opinion of value. This provides an estimation of your business’s true worth by presenting a high-to-low market range based on your company’s history, unique metrics, and comparative market data. With commitment and compassion, we’re dedicated to understanding and highlighting the individual story behind each business.

Seeking New Ventures

Complete our Buyer Information Questionnaire to identify interests. As we engage new businesses we can provide a “first look opportunity”.

Recent Transactions

Are you at a CrossRoads?

Let’s start a conversation about how we can help navigate your path!

Connect with CrossRoads