Strategic Advisory for $1M-$10M Companies

For Business Owners

 

Exit Planning & Strategy

Long before the sale, we help owners assess options, weigh timing, and prepare for maximum value and minimal disruption.

 

Sell-Side Representation

From valuation to buyer selection and deal negotiation, we manage the full sale process with discretion and precision—ensuring your story is told with credibility and clarity.

 

Succession & Partial Sale

Not every transition means a full exit. We structure transactions that support continuity, future growth, and optionality—whether that means retaining equity, staying involved, or stepping back gradually.

 

For Acquirers

 

Buy-Side Advisory

We help strategic and financial buyers find and evaluate proprietary opportunities that are aligned with their long-term vision—not auction deals or cold lists.

 

Valuation & Deal Diligence

Rigorous, real-world valuations and diligence support designed to instill confidence—whether you’re buying, investing, or preparing to negotiate.