Process
From First Conversation to Final Wire
Operations succeed because of what happens before the first move — and every course begins with a fix on your position. We run sell-side engagements the same way: every client knows the objective, the phase we're in, and what happens next.
Phase One
Assess
We evaluate your business the way a buyer's diligence team will: financial quality, customer concentration, management depth, growth story, and risk. You get a candid readiness assessment and valuation perspective — including, if the honest answer is "wait and prepare," that answer.
Phase Two
Prepare
We fix what's fixable before launch: financial presentation, addressable diligence issues, the data room, and the positioning narrative. This phase is where sale value is actually created.
Anyone who has trained to clear a room knows it: deliberate, clean execution beats rushing — because rushing creates the mistakes that cost you when it counts. Selling a company is no different. Owners who prepare deliberately go to market stronger, close sooner, and keep more of their value than owners who sprint to a listing.
Phase Three
Position & Approach
In the field, that's the command that turns a plan into action — given only once the preparation is complete and every contingency is rehearsed. This phase is that moment.
We build institutional-grade marketing materials and confidentially approach a curated list of qualified strategic and financial buyers — creating competitive tension without exposing your identity to the market at large.
Phase Four
Negotiate
We manage indications of interest, management meetings, and letters of intent — negotiating not just price but structure: working capital, earnouts, rollover equity, and the employment and transition terms that determine what your life looks like after closing.
Phase Five
Diligence
The buyer's team will verify everything — financials, contracts, customers, legal. We manage the flow of requests and responses, coordinate your attorneys and accountants with the buyer's advisors, and keep the timeline tight, because deals lose value when they lose momentum.
Phase Six
Close
We drive documentation and closing mechanics through the wire — protecting your negotiating position on the last open points, because experienced buyers know the finish line is where tired sellers give things away.
You will never wonder where your deal stands — or where it's heading.
Take a Bearing
Start With a Confidential Conversation
No fee, no commitment, no pressure — and complete confidentiality from the first word.
Schedule a Confidential Conversation