What we actually do
Three engagements, one relationship. Most of them start years before a transaction, and the first conversation costs nothing.
Selling your business
Sell-side representation from valuation through closing.
- Complimentary, confidential valuation
- Value-driver review and a pre-sale plan
- Blind profile and confidential marketing
- Buyer qualification before anything is released
- Negotiation, LOI and diligence management
- Coordination with attorney, CPA and lender to closing
Buying a business
Preparation and support so you can act when the right one appears.
- Buyer bio and positioning
- Personal financial statement preparation
- Introductions to acquisition lenders, SBA and conventional
- Introduction to an experienced M&A attorney
- Acquisition criteria and off-market search
- LOI structuring and diligence support
Pre-sale consulting
The three-to-five-year work that changes what a buyer will pay.
- Reducing owner dependence
- Customer and vendor concentration
- Management depth and retention
- Financial reporting quality
- Recurring revenue and growth avenues
- Financeability — can a buyer fund this?
How an engagement runs
From first conversation to closing
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Conversation and valuation
Confidential, complimentary, and no obligation to do anything with the answer.
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Preparation
Address the items that reduce value or make the business hard to finance. This is where the years matter.
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Go to market
Blind profile, confidential outreach, and buyer qualification before a company name is released to anyone.
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Offers and LOI
Competition managed so the terms — not just the price — work for the seller.
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Diligence to closing
Coordination across attorney, CPA and lender, because that is where deals stall.
Start with a valuation. It costs nothing.
You do not need to be ready to sell to have the conversation — in fact it is better if you are not. A confidential valuation tells you where the business stands today and what would change that number.