An advocate on your side of the table.
Listing your business yourself, or on a marketplace, puts you alone against professional buyers who do this every day. Sell-side advisory flips that. We are your representation: we run the process, hold the leverage of a competitive field of buyers, and negotiate for your outcome, not the buyer's.
Straight talk on valuation: we give you an honest, defensible number up front, not an inflated one to win your business. Sometimes it is lower than you have heard. It is also the number that actually closes, instead of stalling for months and getting cut later.
Everything we do for you
A full M&A process, run end to end. It is all included in one success fee.
Valuation & positioning
We build an honest, defensible valuation from your real, normalized financials and live market comps, then position the business to command the strongest multiple.
Confidential marketing
A polished blind teaser and full information memorandum (CIM) that tells your story to the right buyers without revealing your identity until they qualify.
Buyer sourcing
We proactively reach our network of vetted operators, search funds, family offices, and PE buyers, not just whoever happens to browse a listing.
Buyer qualification
Every buyer is screened for proof of funds, experience, and serious intent before they ever see your numbers or your name.
We field every inquiry
You never take cold buyer calls. Questions come to us first, we filter and answer what we can, and only bring you the serious, qualified conversations.
Confidentiality & data room
NDAs, a secure data room, and controlled, staged disclosure protect your employees, customers, and competitive position throughout.
Negotiation & deal structuring
We run a competitive process to drive price and terms, then structure the deal (cash, earnouts, seller notes, transition) around your goals.
Due diligence management
We quarterback the entire diligence process so buyers get what they need on a clear timeline, without burying you in requests.
Closing & transition
LOI to close: legal coordination, escrow oversight, and a transition plan that protects the deal and your legacy after the sale.
How a sale works with us
Six stages, typically 6 to 9 months, with you informed at every step.
Valuation & prep
We value the business, normalize the financials, and build your teaser and CIM. We also flag anything that could slow a deal so we fix it before buyers see it.
Go to market
We take the opportunity to qualified buyers confidentially, blind first, with your identity protected until they sign an NDA and qualify.
Qualify & field interest
We screen every interested buyer for funds and fit, answer their questions, and shortlist the serious ones. You stay focused on running the business.
Offers & negotiation
We drive competing offers, negotiate price and terms on your behalf, and walk you through each one in plain English so you can choose with confidence.
Due diligence
We manage the buyer's diligence end to end through the data room, keeping the deal on a timeline and the momentum alive.
Close & transition
We coordinate legal, escrow, and signing, then support a clean handoff so the business, and your proceeds, transfer smoothly.
How we're paid
A single success fee, a progressive percentage of the final sale price from 10% down to 3% as the price rises. No retainers, no upfront fees, nothing due until you close. If you bought a paid valuation, it is credited against the fee.
What sellers ask us
What does it cost, and do I pay anything upfront?
Nothing upfront. No retainers. We work on a success fee that is a progressive percentage of the final sale price (from 10% down to 3% as the price rises). You only pay when your business actually sells.
How do you value my business?
We use your real, normalized financials (SDE/EBITDA with add-backs) against live comparable transactions and current market multiples. We give you an honest, defensible number, not an inflated promise to win your listing. Sometimes that number is lower than you have heard elsewhere, but it is the one that gets to closing.
Will my employees, customers, or competitors find out?
Not from us. The business goes to market blind, your identity is protected behind an NDA, and sensitive details are released in stages through a secure data room only to qualified buyers. Confidentiality is the core of how we run a process.
Do I have to deal with buyers directly?
No. Every inquiry comes to us first. We filter and qualify, answer what we can on your behalf, and only bring you the serious, vetted conversations. You are never fielding cold calls or tire-kickers.
Who are the buyers?
Vetted operators, funded searchers, family offices, and private equity, plus strategic acquirers in your space. Each is screened for proof of funds and genuine intent before they see your details.
How long does it usually take?
Most lower-middle-market deals run roughly 6 to 9 months from go-to-market to close, depending on size, complexity, and how buyer-ready your financials are. Strong preparation up front is the biggest lever on timeline.
How involved do I need to be?
Lightly, in the right places. We handle marketing, buyer screening, and process management. Your time is mostly the kickoff, a handful of buyer meetings we curate, and diligence. You keep running the business.
What if it does not sell?
You owe us nothing. Because we are paid only on a successful close, our incentive is fully aligned with yours: get the deal done at the best price and terms.
Ready to sell what you built?
Start your listing, or get an honest, free valuation first. No upfront fees, no pressure, we only get paid when you do.
Prefer to talk first?