1
Assessment & Engagement
Weeks 1-2- Mutual NDA execution
- Preliminary valuation review
- Engagement scope and process design
- Fee structure discussion
The Halvard Sell-Side Process
A structured, confidential process designed to maximize outcomes.
2
Preparation & Positioning
Weeks 3-6- Management interviews
- Confidential memorandum drafting
- Financial model development
- Buyer universe mapping
3
Market Outreach
Weeks 7-12- Targeted buyer outreach
- NDA-gated disclosure process
- Interest tracking and qualification
- Indication of Interest collection
4
Negotiation & Close
Weeks 13-24- Management presentations
- LOI negotiation and refinement
- Due diligence management
- Closing execution oversight
Implementation FAQ
Most engagements launch within one to two weeks after scope alignment and data intake.
Controlled disclosures, staged outreach, and need-to-know workflows are built into execution.
Weekly operating updates and milestone summaries with explicit decision points.