Sell - Generate Competition to Buy Your Company
Our targeted approach is customized to meet your unique requirements. We engage multiple qualified buyers to compete to buy your company, so you can choose the best deal. Because we manage the process start to finish, you are free to concentrate on running your business and continuing to build value.
For most business owners, the sale of their company is a once in a lifetime event. Charter understands both the financial and emotional sides to the transaction and works closely with you to develop a strategy that meets your personal and business goals. The process we use to take a business to market is disciplined, complex, and customized to each situation:
- Identify market value through financial history and projections
- Prepare a confidential offering memorandum describing your company to qualified buyers
- Develop a marketing plan based on your objectives
- Lead negotiation of purchase proposals to make sure all of your interestes are represented
- Quarterback the due diligence process
The end result is the closing of the transaction, and successful sale of your business.
Case Study: Improving Your Bottom Line

When a regional distribution company was approached by a national competitor with a purchase offer of $12.5 million, they asked Charter to review the proposal.
Our valuation showed the company was worth significantly more, so we pursued additional buyers, prompting five letters of intent.
As a result, the national competitor increased its offer to $18 million+ and
we closed the deal.
The final transaction was valued at nearly 50% more than the selling shareholders would have achieved by “going it alone.”
Visit Completed Transactions for more of our recent sell-side engagements.
