How It Works

A simple, confidential process designed around you — not around a listing.

We learn your goals, timeline and concerns. No obligation, no pressure.

We review financials and give you a value range plus what would raise it.

We may acquire directly, introduce vetted PE or strategic buyers, or hand you to a trusted M&A advisor or broker suited to your size and industry.

We help you compare offers and structure, and keep diligence moving.

A clean close and a transition plan that protects your employees and customers.

What happens at each step — and what we need from you

Bring: rough revenue, earnings, and your goals. You get: honest read on fit and likely buyer types.

Bring: 3 years of P&Ls and tax returns. You get: a value range, add-back review, and the top issues a buyer will raise.

We agree on direct acquisition, PE or strategic introductions, or an advisor handoff. Nothing is shared without your OK and a signed NDA.

You get our side-by-side comparison of every offer: cash at close, structure, peg, escrow, exclusivity and your post-close role.

We help organize the data room, prep for quality-of-earnings questions, and keep the timeline moving so you can keep running the business.

Purchase agreement, funds flow, and a transition plan for employees and customers that protects what you built.