For Owners

Sell Your School.

A deliberate, confidential process for owners who have spent decades building a school worth preserving.

Our Approach

How a sale works at our firm.

Most owners we represent began conversations with us several months before going to market. Our process is unhurried, and every step is structured to protect the value of what you have built.

01

Confidential Consultation

Every engagement begins with a private conversation to understand your school, your objectives, and your desired timeline. There is no obligation, and every discussion remains strictly confidential.

02

Valuation & Sale Strategy

We prepare a comprehensive valuation and develop a customized strategy for bringing your school to market. Pricing, positioning, timing, and transition planning are carefully considered before marketing begins.

03

Confidential Market Preparation

We prepare professional marketing materials that highlight your school's strengths while protecting its identity. Listings are published discreetly, with all identifying information withheld.

04

Qualified Buyer Outreach

Your opportunity is introduced confidentially to qualified Buyers through our private network and broader market. Every prospective Buyer is financially vetted, pre-screened, and required to execute a Non-Disclosure Agreement before confidential information is shared.

05

Offer Review & Due Diligence

We present and negotiate every offer on your behalf, working to achieve the strongest overall outcome. Once an offer is accepted, the Buyer conducts a confidential review of the school's financial, operational, and licensing records before deciding to proceed.

06

Escrow & Licensing Coordination

Following the successful completion of due diligence, escrow is opened and the transaction enters its final phase. We coordinate with escrow, attorneys, landlords, lenders, and licensing agencies while guiding the Buyer through the licensing process.

07

Closing of Escrow

As all conditions are satisfied, we oversee the final steps leading to the successful close of escrow. Throughout the process, we keep all parties informed and focused on a smooth and timely completion.

08

Transition Support

Our involvement doesn't end at closing. We assist both Buyer and Seller during the ownership transition, helping ensure continuity for staff, families, and the educational community while supporting a seamless transfer of operations.

A Note on Confidentiality

Confidentiality is the foundation of every transaction we manage. We understand that protecting your relationships with staff, families, and the broader community is just as important as achieving the right outcome.

From blind listings and pre-qualified Buyers to Non-Disclosure Agreements, private showings, and carefully managed communications, every stage of our process is designed to safeguard your school's identity. As a result, most of our transactions are completed without staff or families learning of the sale until the new owner is formally introduced after closing.

Free Valuation

Request your confidential preliminary valuation.

Provide a few details about your school, and one of our senior advisors will prepare a complimentary preliminary valuation. Every request is handled in strict confidence. We never contact your staff, families, landlord, or any third party without your written authorization. Complimentary. Confidential. No obligation.

Contact Information
School Information
Property Information
Supporting Documents

Providing these documents allows our advisors to prepare a more accurate preliminary valuation of your school.

Requested Documents
  • Year-to-Date Profit & Loss Statement
  • Prior Year Profit & Loss Statement
  • Current Tuition Schedule
  • Lease Agreement, if applicable
  • Any other supporting documents
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All information and documents submitted are kept strictly confidential and used solely for the preparation of your preliminary valuation. We never disclose your school's identity or contact your staff, families, landlord, or any third party without your written authorization.

No cost · No obligation · Confidential