The Challenge
Selling a business shouldn't feel like a second job
Most business owners have never sold a company before. The process is complex, time-consuming, and fraught with potential pitfalls. Meanwhile, you still need to run your business.
Traditional brokers often lack the expertise for sophisticated transactions. Investment banks won't engage with deals below their threshold. Online marketplaces attract tire-kickers rather than serious acquirers.
The result: business owners either leave significant value on the table or abandon the process entirely.
Our Approach
Institutional execution for founder-led businesses
Process discipline
Every engagement follows a proven methodology. We don't improvise with your exit—we execute with precision honed over hundreds of transactions.
Buyer relationships
Decades of relationships with strategic acquirers, PE firms, and family offices. Your opportunity reaches the right parties through trusted channels.
Complete discretion
Your decision to explore a sale remains confidential until you decide otherwise. We protect your business and your reputation throughout.
Aligned incentives
Our success fee structure ensures we're motivated by the same outcome you are: maximizing your proceeds and completing a successful transaction.
Senior attention
Your deal is managed by experienced professionals, not handed off to junior staff. You work directly with the people making decisions.
Full service
We handle everything—from materials preparation to buyer outreach to closing coordination—so you can focus on running your business.
The Process
A proven path to exceptional outcomes
Initial Consultation
Week 1-2
We begin with a confidential conversation to understand your business, goals, and timeline. This is an opportunity to assess fit and determine if we can add meaningful value to your exit.
Key Deliverables
- Preliminary business assessment
- Market positioning overview
- Indicative valuation range
- Process timeline and next steps
Preparation & Positioning
Week 3-6
We develop comprehensive marketing materials that present your business in its strongest light. This includes detailed financial analysis, market positioning, and identification of key value drivers.
Key Deliverables
- Confidential Information Memorandum (CIM)
- Executive summary / teaser
- Financial model and projections
- Buyer target list development
Controlled Outreach
Week 7-12
We approach qualified buyers with precision: strategic acquirers, private equity firms, and other relevant parties. All outreach is confidential and controlled, protecting your business reputation.
Key Deliverables
- Targeted buyer outreach
- NDA management
- Initial buyer meetings coordination
- Interest tracking and feedback
Negotiation & Due Diligence
Week 13-20
We manage competitive tension among interested parties, coordinate due diligence, and negotiate deal terms. Our goal is to maximize your outcome while minimizing disruption to operations.
Key Deliverables
- LOI negotiation
- Due diligence coordination
- Deal structure optimization
- Legal and tax advisory coordination
Close & Transition
Week 21-24
We guide you through final documentation, closing mechanics, and transition planning. Our involvement doesn't end at signing—we ensure a smooth handover.
Key Deliverables
- Definitive agreement review
- Closing coordination
- Transition support
- Post-close advisory
Why process matters
The difference between a good outcome and an exceptional one often comes down to process discipline. Running a competitive sale, managing buyer dynamics, and maintaining confidentiality require experience and attention to detail.
Our process has been refined over hundreds of transactions. Every step is designed to maximize value, minimize risk, and protect your interests throughout.