Confidential Valuation & Market Positioning

We begin with a private Fair Market Value assessment based on IRS Revenue Ruling 59-60 and other recognized valuation standards. This number is not shared—it serves as your internal benchmark to guide pricing, timing, and strategy.

Operational & Financial Discovery

We conduct a detailed review of your operations, organizational structure, and financial drivers. This allows us to identify strengths, address potential concerns, and frame your business in the most compelling way.

Strategic Buyer Identification

We focus on alignment, not volume. Based on your company’s size, sector, and growth profile, we identify a select list of qualified acquirers with both the strategic interest and financial capacity to complete a transaction. This includes private equity firms, family offices, and strategic corporate buyers with a track record of closing.

Preparation of Selling Documents

We prepare two professional materials that clearly present your business:

• Executive Summary: A one-page overview used for initial buyer outreach

• Confidential Business Memorandum (CBM): A detailed presentation of your business shared only after an NDA is signed

Direct Buyer Outreach & Screening

We personally contact the most qualified buyers, manage confidentiality agreements, and only involve you once serious interest has been confirmed. This ensures your time is protected and your business stays focused.

Competitive Offer Process

We solicit Indications of Interest from multiple parties to create a competitive environment. This approach improves deal terms and allows you to negotiate from a position of strength.

Buyer Meetings & Management Presentations

We coordinate meetings, prepare your team, and structure presentations so your business is presented with clarity, professionalism, and confidence throughout the process.

Negotiation & Deal Structuring

We work closely with your legal and financial advisors to help negotiate favorable terms across all areas of the deal. This includes price, earnout provisions, rollover equity, and post-closing protections.

Due Diligence Oversight

We manage the diligence process and ensure all document flow, requests, and communications are handled promptly. Our goal is to minimize disruption to your business.

 Transaction Closing

We oversee the full closing process—legal coordination, final documentation, and issue resolution—to get the deal across the finish line. Even after closing, we remain available to help address outstanding matters and ensure a smooth transition.