Transaction Process

From engagement to close. A 24-week proven path.

The hospitality team's published marketing playbook. Four phases, twenty-four weeks, refined across hundreds of closed transactions. Sellers see exactly what happens, when it happens, and what we deliver at every step.

Phases
4
Weeks to close
24
Days due diligence
60-90
Dedicated team
1
  1. Phase 01

    Premarketing & Finalize Package

    Weeks 1-2
    1. Weeks 1-2

      Produce professional marketing materials.

    2. Weeks 1-2

      Identify prospect and buyers list.

    3. Weeks 1-2

      Provide detailed financials.

      • Three-year P&L in Excel
      • DRP & OEM certifications
      • Employee roster (names not included)
  2. Phase 02

    Marketing Launch & Prospective Buyers

    Weeks 3-8
    1. Week 3

      Launch the offering memorandum and high-level overview.

    2. Week 3

      Reach out to all top prospects via call and email while stressing confidentiality.

    3. Weeks 4-7

      Handle questions and overcome objections from potential buyers.

    4. Weeks 4-8

      Collect initial offers.

  3. Phase 03

    Tours & Offer Process

    Weeks 8-12
    1. Weeks 6-8

      Create summary of offers for ownership.

    2. Weeks 8-9

      Issue call for offers.

    3. Weeks 8-9

      Strategically counter initial offers.

    4. Weeks 8-9

      Buyer interviews.

    5. Week 10

      Best-and-final offers.

    6. Weeks 10-12

      Contract negotiation (depending on buyer's structure).

    7. Week 12

      Open escrow.

  4. Phase 04

    Due Diligence & Closing Period

    Weeks 12-24

    Typically 60–90 days

    1. Week 12

      Buyer kickoff call.

    2. Weeks 12-20

      Buyer's review of financials and site.

      • Quality-of-earnings report
      • Third-party inspections
      • Buyer conducts site visit
    3. Weeks 22-24

      Settlement statement and title work finalized.

    4. Weeks 22-24

      Buyers introduced to employees.

Considering a sale? Start the 24-week clock.

Confidential first conversation, no commitment. We provide a valuation read, a likely buyer profile, and a marketing strategy tailored to the asset before you decide whether to engage.