Sell-Side Advisory
Our advisory engagements represent sellers exclusively. From the first readiness conversation to the closing wire, every recommendation serves one objective: the best achievable outcome for you, on terms you understand and control.
Before you go to market, you need to know what buyers will see — and what they'll pay for. We assess your financials, operations, customer concentration, and management depth the way an acquirer's diligence team will, then give you a candid view of value and the highest-leverage improvements available before launch. Not ready for that conversation yet? Start with the Exit Azimuth™ — our ten-question self-assessment.
Buyers pay for the story the numbers tell. We build the teaser, confidential information memorandum, and data room to the standard our founder's own buyers held him to — targeted materials that communicate your company's strengths and opportunity clearly to the buyers who matter most.
We identify and confidentially approach the right buyers for your specific business — strategic acquirers, private equity, family offices, and independent sponsors. Not a blast list, but a surgical approach designed to create genuine competitive tension.
Purchase price is one line of a term sheet. Working capital pegs, earnouts, rollover equity, employment terms, indemnification — this is where deals are actually won or lost, and where firsthand experience on the seller's side of these exact terms matters most.
Diligence is where unprepared deals die. We quarterback the process — coordinating your attorneys, accountants, and the buyer's teams — so momentum never stalls and surprises never reach the closing table.
Founder-, family-, and veteran-owned companies in the lower middle market — $1 million to $5 million in EBITDA, usually $5 million to $50 million in revenue — considering a full sale or ownership transition within the next five years.
We are industry-agnostic by design. Our depth runs through services businesses of all kinds — home services, healthcare services, business services, and other service-driven models — because process discipline and buyer fluency transfer across industries; a listing-shop's Rolodex doesn't.
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No fee, no commitment, no pressure — and complete confidentiality from the first word.
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