Our Process

Before we ever talk to buyers, we ensure you're ready, inside and out.

• Deep dive into financials, normalize earnings, and flag valuation risks

• Identify deal-killers early: legal, tax, operational, or key-person issues

• Develop your go-to-market strategy and positioning narrative

• Build your Confidential Information Memorandum (CIM) a buyer-facing story that sells

Most owners never clean house before they go to market. That’s why most deals fall apart. We don’t let that happen.

We don’t blast your business across a buyer email list.

• Identify and profile ideal acquirers: strategic, private equity, and high-net-worth

• Run a confidential outreach process under NDA to a small, qualified pool

• Pre-qualify for financial capacity, strategic fit, and deal experience

• Set the tone for exclusivity and avoid “tire-kicker” fatigue

We focus on quality over quantity. Competition is created through precision, not mass exposure.

This is where most founders get overwhelmed. We manage the chaos.

• Secure initial Indications of Interest (IOIs) and guide Letter of Intent (LOI) negotiations

• Help you compare deal structures, not just headline prices

• Build a diligence war room (VDR) and anticipate buyer questions before they ask

• Manage communication across buyer, legal, and accounting teams

You keep running your business. We keep the deal on track and in your favor.

This is the finish line and how you land matters.

• Finalize definitive agreements with your legal team

• Navigate reps & warranties, working capital adjustments, and post-close terms

• Coordinate transition timelines and post-sale responsibilities

• Ensure the value you signed for is the value you walk away with

Clean. Strategic. Confidential. That’s how we close.