For businesses valued from $5M to $100M+
A process built to maximize value.
Preparation, positioning, and a genuinely competitive process. That combination is what separates a good outcome from an acceptable one.
Buyers do this every day. You will do it once.
Private equity firms and strategic acquirers have dedicated teams, standing capital, and a playbook refined over dozens of deals.
They know which questions to ask, where sellers typically give ground, and how to shape an offer that looks strong at the top and recovers value further down the page.
Owners deserve representation of equal weight. That is the whole job.
What we do before a single buyer sees your company
Normalize the earnings
We rebuild your financials the way a buyer will read them, identify defensible add-backs, and find the issues that would otherwise surface in diligence at the worst possible moment.
Build the story
A confidential information memorandum that presents the business accurately and well: what it does, why it wins, where the growth is, and what a buyer would be acquiring.
Map the buyers
Strategic acquirers, private equity platforms, portfolio companies looking for add-ons, and family offices. We build the list deliberately rather than blasting a database.
Then we create competition.
Buyers approached individually negotiate at their own pace, on their own terms. Buyers who know that qualified peers are looking at the same opportunity behave differently.
A managed process brings interested parties to the same timeline, so offers arrive together and can be compared honestly. That structure is where leverage comes from, and leverage is what improves both price and terms.
More than the highest number
Two offers at the same valuation can leave you with very different outcomes. We negotiate across all of it:
- Cash at closing
- Earnout structure
- Earnout measurement
- Seller financing
- Working capital target
- Working capital true-up
- Escrow
- Indemnification caps
- Rollover equity
- Employment agreements
- Transition period
- Non-compete scope
- Non-compete duration
- Asset versus stock
- Tax structure
- Reps and warranties
Start with a conversation.
Confidential, no obligation, and useful whether you sell next year or in five.