The NMCF Process

Norton McMullen Corporate Finance has developed our own process for how we work and deliver services to owner-operated business owners.


The Process Info-graphic


  1. Background and Planning – company review and analysis, industry and competitor analysis
  2. Marketing Plan – agree on company positioning, identify prospective buyers, define valuation
  3. Marketing Package – teaser, Confidential Information Memorandum, Confidentiality Agreement, financial forecasts
  4. Targeting Buyers – search, contact and qualify prospects
  5. Offer Evaluation – obtain Letters of Intent, evaluate offers and review with client, identify lead prospect
  6. Negotiations and Close – negotiate terms and conditions, facilitate due diligence, coordinate owner’s advisors (legal and accounting), close the transaction.