CWCurtisWiltse
Confidential
Your call is booked

Congratulations. You've taken the first step toward a better exit.

Watch this short video before we meet. It covers how our conversation will go, and how we help owners protect and maximize the value of what they've built.

Must watch first

The objective

What we'll cover on the call.

This is a working session, not a sales pitch.

01

Understand where you stand

We'll discuss your goals, timeline, financial picture, team, customer mix, and what makes the business valuable beyond the P&L.

02

See it through a buyer's eyes

We'll identify the questions sophisticated buyers are likely to ask and the risks worth addressing before your company goes to market.

03

Map the right next move

You'll leave with a clearer view of timing, preparation, and whether a confidential, competitive sale process fits your goals.

Built for business owners

What buyers actually look at.

A buyer isn't only looking at last year's profit. They are weighing the strength of your reputation, team, customer base, operating systems, financials, and the growth story in front of them.

Clean, defensible financials
A confidential sale process
Targeted qualified buyers
Competition around price and terms

Case study

Terry's Successful Business Sale Journey

A recent client walks through his sale, from the first evaluation to multiple offers within weeks.

The CurtisWiltse approach

Price follows process.

Rather than posting an asking price and waiting, CurtisWiltse prepares the story, identifies strategic and financial buyers, and builds competitive tension through a controlled auction.

01

Prepare

02

Position

03

Create competition

04

Negotiate

05

Close

Who you'll talk to

Your lead strategists.

Dean Wiltse headshot

The CEO perspective

Dean Wiltse

Managing Broker · Former CEO Of A NASDAQ Corp

Dean brings the buyer's operating perspective to positioning, outreach, negotiation, and deal strategy. He helps present your company as a strategic asset, not simply a set of financial statements.

Dr. Remington Curtis headshot

The valuation perspective

Dr. Remington Curtis

CPA · PhD in Accounting

Remington builds the defensible financial case behind the transaction, reducing uncertainty and helping your numbers stand up through buyer and lender diligence.

Learn more about the team behind your call.

Explore the CurtisWiltse process, team, and resources for owners considering an exit.

Visit CurtisWiltse.com
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