Trust the experts to get top dollar.

You’ve worked hard building a great business with a unique history and value. Let us do the hard work to get it sold.

Proforma Partners has been selling businesses with $1M to over $100M in revenue since 1987.

  • We advise you on sophisticated exit strategies – the best timing and method to sell your business.
  • Our extensive national and international network of business buyers gives you access to the best buyers and deals.
  • We handle all the details – from a business valuation to successfully selling your business.

As business brokers who have owned and sold our own businesses, we understand the process of selling a business. We also care about your legacy, advocate for you, and navigate the deal with integrity, bringing our deep transactional knowledge to the successful sale of your business. The result is a smooth process that gets you top dollar for your business.

What to Expect When You Sell Your Business

A proven process.

Free Confidential Meeting & Business Valuation
The first step in selling your business is determining how much it is worth.  Proforma Partners has business valuations down to a science.  We start with a free consultation meeting with you to understand your business and your exit objectives.  We will talk about the market, the timimg, and your goals.  There is no cost or obligation for this meeting.  You pay nothing to understand the process and know what your business will sell for.

Certified Business Valuation
Once you decide to move forward, we do a deeper dive to ensure a comprehensive understanding of your company value and how buyers will look at it in the market place. This valuation provides the objective basis for evaluating offers.  If you’re not sure it’s time to sell, consider hiring us for a Certified Valuation (BCA) to help you in your planning process.

Business Positioning
Sophisticated buyers require a professional presentation including a one-page summary and detailed 25+ Offering Memorandum that highlights the compelling attributes and data about your business. We know exactly what they are looking for and how to present your business to appeal to the right buyers.

I need to compliment you on the quality of the OM.  It’s excellent in the presentation and quality of the information.” Paul K.

Comprehensive Marketing
A successful sale is not the result of just posting the business on the internet. Proforma Partners gets the widest and most appropriate exposure for your business. We target appropriate, qualified buyers in your industry with email, phone calls, website postings, and exchanges with M&A services.

Negotiating the Deal
Don’t risk details or mistakes that cost you more or cost you the deal when selling your business. The experts at Proforma Partners will handle everything: arrange the calls, meetings, tours, present your business to prospective buyers, track all contacts, offers, and manage the negotiations and all of the documents. We will explain everything to you clearly and communicate with you every step of the way.

Finalizing the Sale of Your Business
Once negotiations are finalized, we serve as the hub – organizing the escrow, seller, and buyer attorneys to create the Purchase and Sale Agreement and manage the deal all the way through the successful closing. Proforma Partners is your advocate throughout the process. We serve your best interests with the highest levels of integrity because we care about your legacy.

Take the First Step in Your Future Today

What Our Clients Say

We just wanted to acknowledge your stellar performance in closing the deal on the sale of People on the Go Weight Control. Look forward to working with you in the future.

I don’t see how [the sale of my company] could have gone any better. Thank you.

Thank you for all you did for us in selling the store. We know you put in a lot of extra work to make the sale.

After researching and interviewing many different business brokers I selected Dave Lewis from ProForma Partners to sell my business. Dave marketed and sold my business in record time. He was always up-front and honest with me throughout the transaction. I feel that he got the best deal for me in this difficult business climate. I would recommend Dave to anyone that is looking to sell their business.

Thank you again for making the entire process of selling our business so effortless and enjoyable.  You are exceptional at what you do.

Wow – I never expected to receive more than my asking price. Thanks Rick!

Great job, Rick! You saved me thousands with your deal structuring advice.

Your Business Is Worth It

We handle the details.

Based on your goals, Proforma Partners will put together a detailed plan to package and promote your business to find a qualified buyer and get top dollar. We will help you take the best steps to increase your business value.


Our discussions and the sales process are held in complete confidentiality. We minimize disclosure so you can proceed with a discreet sale and maintain your employee morale and customer confidence.


Don’t risk qualified buyers ignoring your business. Our experts understand the metrics buyers look for and develop a plan to build them into your business so you are fully prepared for the best sale.


To get the best sale possible, you need a comprehensive marketing strategy. We actively target qualified buyers with email, calls, website postings, and exchanges with M&A services.

In The Business Of Selling Your Business – Since 1987

Selling is our specialty and we work in all industries.



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