The Selling Process

1 - Establish client relationship -

Initial introductory meeting to discuss services and present required Forms

• Disclosure of Representation in Trading Services
• Privacy Notice and Consent
• Fee for Service Retainer Agreement

2 - Determine Fair Market Value Selling Price

• Compile Notice to Reader Financial Statements / Equipment List / Inventory List
• Draft Business Income Adjustment
• Business Valuation - Determine Selling Price