Business Valuation
What Is My Business Truly Worth?
We go beyond hopes and assumptions to determine a realistic, market-based valuation. By analyzing your financials, key value drivers, and current industry data, we ensure you can negotiate from a position of strength and knowledge.
Legacy Protection
Protecting What Matters Most
Your business is more than an asset; it's a community. We help you find buyers and deal structures that honor your commitment to your employees and preserve the legacy you've built.
Financial Outcome
Maximizing Your Financial Proceeds
The final number in your bank account is what truly matters. We advise on optimal deal structures and work with your CPA on pre-sale tax planning to minimize your tax burden and maximize your final payout.
Financial Outcome
Maximizing Your Financial Proceeds
Your goals are unique, and your exit strategy should be too. We use a structured, disciplined process to remove uncertainty and empower you at every stage, from initial preparation and marketing to negotiation and a successful closing.
Business Valuation
What Is My Business Truly Worth?
We go beyond hopes and assumptions to determine a realistic, market-based valuation. By analyzing your financials, key value drivers, and current industry data, we ensure you can negotiate from a position of strength and knowledge.
Our Services
A Partner For Your Transition
We provide comprehensive, end-to-end advisory services to prepare, position, and execute your business transition for the optimal outcome.
Exit Readiness & Strategy
We assess your financial, operational, and personal readiness to build a clear action plan that maximizes value before you go to market.
Buyer Outreach & Negotiation
We confidentially identify and engage a curated list of qualified buyers, creating a competitive process designed to secure the best possible price and terms.
Confidential Marketing
Our process is built on confidentiality, using blind profiles and non-disclosure agreements to protect your legacy from employees, customers, and competitors.
Deal & Diligence Management
We manage the complexities of due diligence and help structure the final deal, protecting your interests and ensuring a smooth path to a successful closing.
Valuation & Benchmarking
We provide a formal, defensible business valuation so you can negotiate from a position of strength, armed with credible data and market insights.
Qualified Buyer Access
We connect you to our vetted network of strategic acquirers, private equity groups, and family offices who are serious and capable of closing a deal.