10301 Northwest Freeway · Suite 200 · Houston, TX 77092 · (713) 680-1200

Sale Process Outline

1. Message (Pre-Sale Planning)	2. Action (Go to Market)	3. Pay Day (Closing)

• Define your objectives	• Targeted marketing	• Due diligence
• Recast financial statements	• Confidentiality agreements	• Definitive Purchase Agreement
• Strategic growth plan (future potential)	• Buyers qualified	• Financing obtained
• Determine estimated fair value	• Consultations & buyer visits	• Manage process to closing
• Research buyer prospects	• Negotiate preliminary offers	• Final closing
• Prepare marketing package	• Obtain letters of intent	• Post closing transition

THE 3-PHASE PROCESS