Service · 01

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.

Our process
i.

Readiness

Books, contracts, concentration, key-person risk. A real picture, not a sales pitch.

ii.

Valuation

What it's worth today. What it could be worth with the right preparation.

iii.

Preparation

Cleaning financials, de-risking concentration, documenting systems.

iv.

Marketing

Confidential and targeted. We find the right buyers, not all of them.

v.

Negotiation

Price is one of a dozen terms that matter. We negotiate all of them.

vi.

Transition

The year after close is harder than the year before. We stay on.

Exit types we help with

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.

Ready to start the conversation?

Thirty minutes. No deck. No pitch.

Schedule a coffee → Or email Logan
Where we still believe a handshake is worth something.

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