Selling your business?
Here's how to do it right.
Whether you're working with an advisor, looking for one, or going it alone — CapBench gives you the structure, visibility, and control to run a professional sale process.
Bank-Grade Security
Encrypted documents & access logging
Verified Buyer Network
Identity-checked before access
Confidentiality Built In
Digital verification & controlled sharing
Purpose-Built for M&A
Designed around how deals actually work
Choose your situation
Where are you in the process?
Every sale is different. Pick the path that matches where you are today.
I have an advisor
Your advisor manages the deal on CapBench. You get a private seller portal with full visibility into buyer activity, document review, and deal progress.
What you get:
- Private seller portal
- Real-time buyer activity
- NDA-verified buyers only
- Content approval workflow
I need an advisor
Not sure where to start? Tell us about your business and we'll connect you with qualified M&A (Mergers & Acquisitions) advisors who specialize in your industry and deal size. No cost, no obligation.
We'll match you with advisors who:
- Specialize in your industry
- Handle your deal size
- Work in your region
- Use CapBench for deal management
I want to sell it myself
Run your own sale process using the same tools M&A advisors use. CapBench's Free plan gives you one full deal — Opportunity Brief, Buyer Verification, and Deal Book.
Free plan includes:
- Opportunity Brief & Deal Book
- Up to 20 qualified buyers
- Inline NDA verification
- Buyer engagement tracking
The seller experience
How it works when you have an advisor
Your advisor runs the deal. You get visibility and control over how your business is presented.
Your advisor sets up your deal
Your M&A (Mergers & Acquisitions) advisor or business broker creates a deal on CapBench and invites you as the seller. You get a private portal with full visibility into the process.
Review materials before they go live
See how your business will be presented to buyers. Approve the Opportunity Brief and Deal Book, or request changes, before any buyer sees them.
Watch buyers progress through the process
See who viewed the Opportunity Brief, who passed Buyer Verification, and who's reading the Deal Book. Every interaction is tracked.
Stay informed through closing
Buyer activity shows you who's serious and who's gone quiet. You're never in the dark about where your deal stands.
Why sellers prefer CapBench
Visibility and control you don't get with email and shared folders.
See who's looking at your business
Real-time visibility into which buyers viewed the Opportunity Brief, signed the verification agreement, and are actually reading the Deal Book.
Confidentiality is built in
Buyers verify their identity and sign digitally before seeing anything sensitive. No more emailing NDAs (non-disclosure agreements) and hoping they come back.
Know where every buyer stands
Instead of asking your advisor for updates, see buyer activity in real time — who's serious, who's gone quiet, who's ready to make an offer.
Review how your business is presented
Approve the Opportunity Brief and Deal Book before they go to buyers. You control the narrative.
What's my business worth?
Get a rough valuation range using a standard SDE multiple approach common in lower and middle-market M&A (Mergers & Acquisitions) transactions.
SDE = Net Income + Owner Compensation + Discretionary Expenses
This is a rough estimate for planning purposes only. Actual valuations depend on growth trends, customer concentration, market conditions, and many other factors. Work with a qualified M&A advisor for an accurate assessment.
See it yourself
Walk through a real deal on CapBench
This is a live deal — the same experience your buyers will have. Click through each stage to see how the process works.
Opportunity Brief
The first look — a branded introduction that creates interest
Try it02Buyer Verification
Identity check and confidentiality agreement, signed online
Try it03Deal Book
The full business narrative with financials and growth story
Try itThis is a real example deal. Click any stage to experience the buyer journey.
Get matched with an advisor
Tell us about your business and we'll connect you with qualified M&A advisors. No cost, no obligation.
Your information is kept strictly confidential. We only share your details with matched advisors, and only after you approve the match.
What happens next?
We'll review your information within 1 business day.
You'll receive 2–3 advisor matches based on your industry and deal size.
Each advisor will reach out directly to schedule an introductory call.
No obligation — you choose which advisor (if any) to work with.
For sale by owner
Run your own deal process like a pro
Don't want to hire an advisor? Use CapBench's advisor platform yourself. The Free plan gives you one full deal with the complete Guided Deal Progression™ workflow — Opportunity Brief, Buyer Verification, and Deal Book — the same tools professional M&A advisors use to run their deals.
- Create a professional Opportunity Brief for your business
- Verify and qualify buyers before sharing sensitive info
- Present your Deal Book in a structured digital format
- Invite buyers with one branded link
- Track every buyer interaction and engagement signal
Free plan includes
Questions sellers ask
Do I need an advisor to use CapBench?
Most sellers on CapBench work with an M&A advisor or business broker who manages the process. However, if you want to manage the sale yourself, you can sign up as an advisor on the Free plan and run the deal directly. CapBench gives you the same tools that professional advisors use.
How do I find an advisor?
Use the form above to tell us about your business and what you're looking for. We'll connect you with qualified M&A advisors and business brokers who specialize in your industry and deal size. There's no cost or obligation.
What does it cost sellers?
CapBench is free for sellers. Your advisor pays for the platform as part of their deal management tools. If you're running the sale yourself — known as FSBO (For Sale by Owner) — the Free plan includes one full deal: Opportunity Brief, Buyer Verification, and Deal Book.
Can I bring an existing buyer list?
Yes. If you already have a buyer list, your advisor can add them to CapBench and invite each one into the structured process — Opportunity Brief, then Buyer Verification, then the Deal Book.
How long does it take to get set up?
Your advisor can have a deal live on CapBench in under an hour — create the Opportunity Brief, set up buyer verification, and start inviting buyers. Most advisors have their first deal fully operational within a day.
What happens to my data?
You retain ownership of all your business information. Deal materials are watermarked, access is logged, and nothing is shared without going through the verification process. You can request removal at any time.
Ready to start your sale process?
Whether you need an advisor or want to go it alone, CapBench gives you the tools for a professional, organized sale.