Our Process

Business Owners Rely on Our Expertise

When business owners partner with Baker & Associates, they gain the freedom to focus on what they do best — running their companies. Our experienced team and affiliated company manages every detail of the transaction process, guiding clients through each critical step needed to connect qualified acquirers with exceptional opportunities.
A successful deal requires precision, timing, expertise, and unwavering commitment. At Baker & Associates, we bring all of those elements together to create seamless, successful outcomes.

1. Preparing Your Company for Review

At no cost to our clients, Baker & Associates compiles and organizes essential business and financial information collected during consultations to develop detailed Company Summaries and Information Booklets. These professional materials are then presented to interested acquirers to encourage productive discussions, answer key questions, and clarify details.
Throughout negotiations, our team maintains ongoing communication to ensure alignment and transparency, providing additional documentation or insights whenever needed.

2. Offers & Negotiations

We coordinate direct meetings between potential acquirers and our clients — typically held at the client’s place of business — to build relationships and provide firsthand operational insights.
Our unique advantage lies in our ability to bring acquirers directly to you, utilizing our resources and private travel access for seamless collaboration. After each meeting, we conduct detailed follow-ups with both parties to gather impressions, address questions, and determine the next strategic step.

3. Due Diligence & Finalization

During due diligence, acquirers conduct in-depth reviews of all aspects of the business. If any inconsistencies arise, we ensure they are promptly clarified and resolved to maintain momentum.
Once purchase agreements and supporting documents are prepared by the acquirer’s legal team, Baker & Associates performs a thorough review to ensure the terms reflect our client’s best interests. When all parties are satisfied, the final documents are executed — completing a successful transaction.

At Baker & Associates, we navigate the complexities of mergers and acquisitions with precision, professionalism, and care — safeguarding our clients’ interests and helping them achieve their goals with confidence.