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Sell-Side Advisory

Helping Business Owners Realize Their Dreams

Your Goals & Objectives

Are Our Mission

As expert advisors in helping business owners realize the full value of their business, we combine our extensive industry and M&A experience with a detailed financial, market, and valuation analysis. This combination gives us a deep understanding of your unique business model, financial performance, relevant industry trends, and growth drivers so we can craft the appropriate strategy for you.

This in-depth analysis helps ensures your business is presented in the best light possible. When combined with our extensive, curated network of buyers and investors, we’re able to connect you to a large and diverse range of potential suitors so you can find the best fit for your unique objectives – all while recognizing the importance of confidentiality throughout the selling process so no private information is divulged without the proper controls in place.

We work hard to find the perfect buyer for your company – and your employees – so you can realize liquidity and secure the legacy that you’ve worked hard to build.

Simplifying the M&A Process

It’s never too early to start getting a plan in place. We’ve made it our mission to simplify the complexities of taking your business to market so you determine the true value of your business, develop the right transition strategy for your personal objectives, and close your transaction as quickly – and with the highest valuation – as possible.

Our senior advisors are with you through
each step of the process and will:


Formalize your ownership goals and objectives


Provide an initial valuation analysis


Discuss exit alternatives and develop a strategic transition plan to meet your needs


Prepare confidential marketing materials


Screen potential buyers and perform strategic outreach (Preemptive, Targeted solicitation, Limited auction, Broad auction)


Handle IOIs, LOIs, and strategic negotiations


Provide due diligence support


Facilitate closing the transaction


Assist with next steps to inform your employees, stakeholders, and professional network.

Exit Planning Resources

Exit Planning for a Post-Pandemic World: How to Get it Right

Market volatility and economic uncertainty inevitably leave business owners wondering [...]

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5 Ways to Prevent Deal Fatigue During Company Sales

Negotiating a company sale can be a long and arduous process on both sides of the [...]

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5 Compelling Reasons to Conduct Due Diligence Before You Sell Your Company

Rather than waiting for problems to arise in an M&A transaction, many business owners are [...]

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The Evolution of Financial Buyers and How Your Company Can Benefit

In the old traditional investment model, it was more common for a financial buyer like a private [...]

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