IS YOUR BUSINESS SALE-READY?

We help founders with $2M+ EBITDA navigate the critical moment before going to market—ensuring you're prepared, positioned, and confident in your next move.

Most founders sell once. It's consequential, personal, and permanent. Before you talk to bankers or buyers, there's an earlier step: understanding if, when, and how to go to market based on your goals, timing, and readiness.

You've Built Something Valuable. Now What?

After years of building your business, you're considering taking chips off the table, or a full exit. Maybe you're feeling burned out. Perhaps an unsolicited offer has you wondering about your company's value. Or retirement is finally calling.

But here's what keeps founders up at night:

“Am I leaving money on the table?"

Without knowing current market conditions and buyer appetite, you could be selling too early—or too late.

“Will I regret this?”

70% of business owners deeply regret selling their company. The difference? Those who succeeded knew exactly what they wanted before they started.

"What if I'm not ready?"

Many businesses have hidden deal-killers that only surface during due diligence, derailing months of work.

"Who can I trust?"

This is likely your first and only exit. One wrong move could cost millions or sink the entire deal.

Strategic Acquisition

The buyer seeks synergies with their existing business. Typically pays the highest multiples because they can eliminate redundancies and cross-sell. Best for businesses with unique technology, customer base, or market position. The trade-off: integration often means significant changes to your company culture and operations.

Financial Buyer (PE)

Private equity focuses on financial returns, typically holding for 3-7 years. They'll want you to stay on for 12-24 months and may offer a second bite at the apple through rollover equity. Best for businesses with steady cash flow and growth potential. Expect aggressive cost optimization and growth targets.

Management Buyout

Your team acquires the business, often with external financing. Multiples typically lower but offers continuity for employees and culture. Financing can be creative—seller notes, earnouts, or SBA loans. Best when you have a strong second layer of management and want to preserve your legacy

The Standards That Guide Everything We Do

Independence & Objectivity

We maintain complete independence in our advisory role. Our only agenda is your success, which is why we can deliver honest assessments—including when waiting is in your best interest.

Absolute Confidentiality

Every conversation, every document, every exploration remains strictly confidential. We understand the sensitivity of exit planning and protect your information with institutional-grade security and discretion.

Aligned Interests

Our compensation structure ensures our interests mirror yours. We succeed only when you achieve a successful outcome, creating natural alignment without conflicts.

Access & Expertise

We leverage deep relationships with premier investment banks and capital partners to ensure you have access to nothing short of the best and most exclusive execution resources when the time is right.

EVERY GREAT EXIT STARTS WITH BEING READY

Don't enter the market wondering if you're prepared. Know exactly where you stand, what to expect, and how to maximize your outcome.