---
title: What to Expect When Selling Your ISO or Agent Portfolio
description: Selling your merchant portfolio? Learn the process from valuation to closing and what you can do to ensure a smooth transition.
image: https://www.cardchamp.com/hubfs/AI-Generated%20Media/Images/Show%20a%20business%20deal%20going%20down-1.jpeg
---

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# What to Expect When Selling Your ISO or Agent Portfolio

![Show a business deal going down-1](https://www.cardchamp.com/hs-fs/hubfs/AI-Generated%20Media/Images/Show%20a%20business%20deal%20going%20down-1.jpeg?width=1024&height=1024&name=Show%20a%20business%20deal%20going%20down-1.jpeg)

Selling your merchant services portfolio can be a smooth and profitable experience — if you understand the process. Here’s what to expect at each step of the journey.

 

## 1. Confidential Discovery Call

Discuss your goals, processor type, monthly residuals, and timing. No commitments. NDAs available on request.

## 2. Residual Statement Review

We’ll request 3–6 months of statements to evaluate revenue consistency and attrition.

## 3. Valuation & Offer

Based on key metrics, you’ll receive a formal offer. This usually happens within 3–5 business days.

## 4. Legal Review & Agreement

If accepted, we send a buyout agreement. CardChamp covers legal costs.

## 5. Closing & Transition

Once signed, we wire funds and begin transitioning merchant servicing (if applicable). You’ll receive a clean exit — or stay involved if desired.

## Conclusion

CardChamp’s portfolio acquisition process is transparent, fast, and fair. Ready to talk? [Contact us now.](https://www.cardchamp.com/sell-my-merchant-portfolio)

![Jimi Romanus](https://www.cardchamp.com/hubfs/jimi-romanus.jpeg)

Written by [Jimi Romanus](https://www.cardchamp.com/blog/author/jimi-romanus)

Been in Payments since 2008.

[![cardchamp](https://www.cardchamp.com/hubfs/_website-logos/cardchamp.svg "cardchamp")](https://www.cardchamp.com/)

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