We represent you — the owner — through a confidential, competitive process designed to get the best combination of value, terms, and certainty of closing.
We recast your financial statements to show true earnings (adjusting for owner compensation, one-time costs, and personal expenses), establish a realistic value range, and flag issues to fix before going to market.
A one-page blind teaser and a confidential information memorandum (CIM) describing operations, customers, team, financials, and growth opportunities.
A target list of strategic acquirers, private equity groups, family offices, and qualified individuals, approved by you. Buyers sign an NDA and show financial capacity before receiving the CIM.
We prepare you for buyer meetings and site visits, collect indications of interest, and compare offers side by side — price, structure, financing contingencies, and your post-sale role.
We negotiate the letter of intent, including exclusivity period, working capital, escrow, and key terms, working with your attorney.
We run the data room, manage buyer requests, keep lenders and attorneys on schedule, and help resolve issues so the deal reaches the closing table.