Buyer’s Choice Program

Finding the Right Business for You

Redwood Advisors helps buyers proactively identify, evaluate and acquire privately held businesses. Our off-market search program is designed to uncover opportunities that are not publicly listed, giving you access to a larger pool of potential acquisitions.

Step 1: Define Your Search Criteria

We work with you to determine:

Step 2: Identify Potential Opportunities

Using proprietary databases and market research, we create a targeted list of businesses that match your acquisition criteria.

Step 3: Confidential Outreach

Our team contacts business owners directly through a strategic marketing campaign. All communications are handled professionally and confidentially to gauge interest from potential sellers.

Step 4: Screen and Qualify Prospects

Interested business owners are evaluated based on:

Step 5: Introductions and Initial Meetings

We coordinate introductory calls, meetings, and site visits between buyers and sellers. Confidentiality agreements are secured when appropriate.

Step 6: Discovery and Evaluation

As opportunities progress, we help gather information including:

This allows you to make informed decisions before moving forward.

Step 7: Negotiation and Offer

Our team assists with:

We serve as an experienced intermediary throughout the process.

Step 8: Due Diligence and Closing

Once an agreement is reached, we help coordinate the due diligence process and facilitate the closing, working with attorneys, accountants, lenders and other professionals as needed.

What’s Included:

Our Goal

To help you confidentially identify, evaluate, negotiate and successfully acquire the right business saving you time and money while minimizing risk throughout the process.