FAQ

Timing a sale depends on multiple factors: your personal goals, industry trends, business performance, and buyer appetite. We work with you to assess readiness and identify value risks or accelerators before going to market.

Valuation is driven by EBITDA, growth, industry comparables, and risk profile. We don't rely on rule-of-thumb multiples — we build a defensible value narrative and test it with real buyers in the market.

Yes. Confidentiality is a cornerstone of our process. All buyers are vetted, sign NDAs, and only receive materials on a need-to-know basis. You remain in full control of who sees what and when.

We help you create a Clean Financial Package, Quality of Earnings, Confidential Information Memorandum (CIM), and a curated data room — all positioned to reflect your company’s value drivers and reduce red flags during diligence.

Most engagements run 6–9 months from prep to closing. That timeline can vary depending on your industry, buyer pool, and how prepared your company is when we start.

We target the right mix of private equity firms, family offices, and corporate acquirers depending on your goals. We don’t blast your company out — we handpick the shortlist and run a curated process.

We operate on a success-fee basis with a modest engagement retainer. You don’t pay a success fee unless your deal closes. We’ll walk you through our pricing in the first conversation — no surprises.

You’ll stay focused on running the business. We quarterback the sale, prepare you for meetings, manage buyers, and handle negotiations — but we involve you in every key decision.

Yes — even if you're not planning a full market process, we can help you evaluate, negotiate, and improve unsolicited or inbound interest from buyers.

We stay with you through transition planning. If there's an earnout or consulting period post-close, we help you protect your role and ensure alignment through the transition.

Most founders haven’t. We’re here to guide you every step of the way — with clarity, discretion, and a focus on long-term results, not just getting a deal done.