You only sell once.Protect the value you built.

The initial consultation and valuation conversation cost nothing. Engagements are structured primarily around a success fee paid at closing, so our compensation moves with your outcome. Any expenses are agreed in writing before they are incurred.

A well-prepared business typically goes from engagement to close in six to twelve months: roughly four to eight weeks of preparation, two to four months in market, and sixty to ninety days from signed letter of intent through diligence to closing. Businesses that need cleanup first take longer — which is exactly why preparation pays.

Your business is first presented as a blind profile with no identifying details. Buyers sign a non-disclosure agreement and are qualified financially before they learn who you are, and sensitive information is released in stages as a buyer proves they are real. Employees, customers, and competitors do not find out from us.

We start by normalizing earnings — recasting owner compensation, personal expenses, and one-time costs into a defensible SDE or EBITDA figure. That number is then measured against recent comparable transactions in your industry and adjusted for the things buyers price: customer concentration, recurring revenue, owner dependence, and growth runway. You get a range and the reasoning behind it, not a number pulled from a formula.

Strategic acquirers already operating in your industry, private equity platforms and family offices, and institutional buyers with capital already committed — several of them among the largest in the market. Different buyers value different things, which is the entire reason we run a competitive process rather than taking the first offer.

It is the best time to talk. The changes that raise a multiple — reducing customer concentration, building a management layer, cleaning up financials, documenting processes — take twelve to thirty-six months to show up in the numbers a buyer will pay for. Start with the Exit Readiness Checklist, then let's talk about the gaps.

That is a legitimate outcome and it happens. You walk away knowing what your business is worth, what is holding the value back, and what the market would say about it today. Nothing about a first conversation commits you to going to market.