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ProBX Business Transition Services

Seller Preparation

Many owners are not yet ready to sell. ProBX is building professional Business Transition Services, delivered with advisors from the ProBX Advisor Network, to help owners prepare and improve the likelihood of a successful transition. Availability of each service is confirmed during early access.

Need help preparing your business?

Work with advisors to strengthen value drivers, organize documentation, and prepare for a successful transition. Services are provided by independent professionals; ProBX does not guarantee any outcome.

Business Readiness Assessment

Evaluate whether your business is ready for sale and identify opportunities to increase value.

Business Valuation

Receive a professional opinion of value together with pricing recommendations.

Exit Planning

Develop a transition strategy that protects your business, employees, customers and legacy.

Confidential Data Room

Securely organize financial statements, leases, tax returns, contracts and supporting documents for qualified buyers.

Due Diligence Preparation

Identify potential issues before buyers discover them.

Business Transition Advisory

Work with a qualified transition advisor from the ProBX Advisor Network throughout the transition process.

The ProBX Transition Roadmap

From preparation to post-closing transition

ProBX is a complete Business Transition Platform — not simply a listing website. The marketplace is one step in a guided process supported by professional advisors.

  1. 1
    Business Readiness Assessment
    Determine whether the business is ready for transition.
  2. 2
    Business Valuation
    Professional opinion of value and pricing strategy.
  3. 3
    Business Improvement Roadmap
    Targeted actions to strengthen value drivers before going to market.
  4. 4
    Professional Listing
    Confidential, anonymized listing on the ProBX marketplace.
  5. 5
    Buyer Qualification
    Vet buyer identity, experience, and financial capacity.
  6. 6
    NDA
    Qualified buyers sign a confidentiality agreement before reviewing details.
  7. 7
    Confidential Data Room
    Secure access to financials, leases, contracts and supporting documents.
  8. 8
    Letter of Intent
    Buyer submits proposed terms for negotiation.
  9. 9
    Due Diligence
    Buyer's advisors confirm the business is as represented.
  10. 10
    Financing
    Lender coordination, including BDC, bank, credit union and vendor financing.
  11. 11
    Closing
    Legal close coordinated with both parties' counsel.
  12. 12
    Post-Closing Transition
    Handover support to protect employees, customers and legacy.