Sell your business on your terms.
A structured, confidential sale process designed to reach the right buyers, create competition and protect the value you have built.
There is rarely a perfect moment. There is a right process.
Owners come to us at very different stages. Some are ready to go to market now. Others want to understand their options a year or more ahead. Common reasons include:
- Retirement or succession planning, with no family member ready to take over
- An unsolicited offer that needs to be tested against the wider market
- A partner buyout or a disagreement between owners
- Taking some value off the table through a partial sale or recapitalization
- Growth that has outpaced the capital or management time you can give it
- Health, family or lifestyle changes that make now the right time
Everything between the first call and the wire transfer.
Valuation and pricing
We analyze your financials, normalize earnings and benchmark against comparable transactions to set a value range and a pricing strategy buyers will take seriously.
Preparation and positioning
We identify add-backs, surface issues before buyers find them, and build the story of your business around the strengths acquirers pay for.
Confidential marketing
A blind teaser that does not name your company, then a detailed confidential information memorandum released only to buyers who have signed a non-disclosure agreement.
Targeted buyer outreach
Strategic acquirers, private equity groups, family offices, independent sponsors and qualified individual buyers, screened for fit and financial capacity.
Negotiation
We run a competitive process, compare letters of intent side by side, and negotiate price and terms, including cash at closing, seller financing, earnouts and rollover equity.
Due diligence and closing
We manage the buyer’s information requests, keep the timeline moving, and coordinate with your attorney, CPA and lenders through to closing and transition.
What makes a business easier to sell.
You do not need everything in place before you call. These are the areas buyers examine most closely, and where early work tends to pay off:
- Three years of clean financial statements and tax returns that reconcile
- A business that runs without depending on you for every customer or decision
- Documented processes, key employee roles and supplier relationships
- A diversified customer base, with no single customer dominating revenue
- Leases, licenses and key contracts that can be assigned to a new owner
- A clear view of your own goals for price, timing and your role after the sale
Ready to explore
your options?
Whether you’re thinking about selling, seeking an acquisition, or simply want to understand your business’s market value, every conversation starts with a confidential 30-minute call.