The Legacy Energy Consulting Business Sale Process: Edition 2 of 7

September 15, 2026

The first major preparation step is developing the CIM and financial package. These materials introduce the company to qualified buyers, explain why the opportunity is attractive, and organize key information for initial evaluation. The objective is to be clear and credible while protecting confidentiality and avoiding unnecessary disclosure too early.

What the CIM does: The CIM introduces the business in a professional, buyer-ready format. It tells the company's story, summarizes key strengths, and organizes the information buyers need to understand the opportunity at a high level.

What buyers expect: Buyers want enough information to evaluate fit, financial quality, operations, customers, employees, and growth potential. The right presentation builds confidence while avoiding unnecessary disclosure before the buyer is qualified.

Why guidance matters: Preparing the CIM and financial package is key to supporting the company's value story. Legacy Energy Consulting manages that balance so the seller is positioned professionally without giving away sensitive information too early.

Client Testimonial

"Chad and Tyler made up a great team to guide us through the sale process. Chad's many years in the industry and experience in acquisitions from both the sale and purchase side proved to be vital in getting our sale completed, and their communication and organization was always prompt and efficient.

Their understanding and flexibility working through this very challenging and stressful process was exactly what was needed to make it happen and I am confident that using Legacy Energy Consulting was the right decision. We got it done and made a friend in the process and I am now positive that I would not have wanted to handle this sale on my own. They were personal but professional, and really care about finding the best solution for their client."

Scott Steele- Reliance Propane Service, Oroville, CA