A disciplined process designed to maximize value and protect confidentiality.
We listen to your goals for timing, price, your employees, and your own role after a sale. No obligation and no fees for this first step.
We analyze your financials, normalize earnings, and give you a realistic range of value along with the issues a buyer would raise.
We prepare a confidential information memorandum and financial package that presents the business clearly and credibly.
We identify strategic and financial buyers, contact them under nondisclosure agreements, and protect confidentiality throughout.
We compare letters of intent on price, structure, and terms, and negotiate on your behalf to strengthen the final offer.
We coordinate with your attorney and CPA, manage buyer diligence, and keep the deal moving to a successful close.
A first conversation is confidential and carries no obligation. Many owners begin with our Exit Readiness Checklist.
