1
Set up your seller profile
Establish your credibility
Buyers want to know who they're dealing with. Complete your seller profile first.
- Add your business name, industry, and years of experience
- Set up your account security (password, 2FA) and notification preferences
A complete profile signals a serious seller and improves buyer response rates.
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2
Create your listing
Put your business on the market
Create a compelling listing that attracts the right buyers.
- Add a clear headline, business summary, and financial highlights
- Set your asking price and what's included
- Control how much is public vs. gated behind an NDA
You can save a draft and publish when you're ready.
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3
Set up your data room
Prepare the confidential layer
A well-organized data room speeds up diligence and signals professionalism.
- Create folders: Financial, Legal, Operational, HR
- Upload documents and set per-document access controls
- Optionally connect QuickBooks to sync financials automatically
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4
Respond to buyer inquiries
Engage qualified buyers
As inquiries arrive, review and respond from one place.
- Review inquiries and each buyer's qualification
- Approve NDAs to grant data-room access
- Use the Unified Inbox and Messages to keep every conversation organized
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5
Move toward close
Turn interest into a deal
When a buyer makes an offer, manage the path to signing.
- Negotiate terms in Negotiations
- Track the closing checklist in the Close hub
- Each step is auditable and document-backed
The Closing guide covers the funds-flow and signing choreography in detail.
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