Selling well takes longer than you think. Start in time.
Most owners come to a broker six months out. By then, half the value is locked in. We start two to three years earlier — and stay through transition.
From first conversation to wire.
Readiness
Books, contracts, concentration, key-person risk. A real picture, not a sales pitch.
Valuation
What it's worth today. What it could be worth with the right preparation.
Preparation
Cleaning financials, de-risking concentration, documenting systems.
Marketing
Confidential and targeted. We find the right buyers, not all of them.
Negotiation
Price is one of a dozen terms that matter. We negotiate all of them.
Transition
The year after close is harder than the year before. We stay on.
The right exit, not just the obvious one.
External sale
Strategic, financial, search fund, family office. We know who buys what and why.
Family transition
The hardest deals are the ones with the smallest table.
Internal sale
Selling to your GM or top performer. Often the cleanest exit if structured well.
ESOP
Right for some businesses, wrong for many. We'll tell you which yours is.
Recapitalization
Sell most of it, keep some, ride the next chapter with a new partner.
Hold
Sometimes the right move is none of the above. We'll say so.