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For Owners Considering a Transaction

Sell-side M&A advisory, without the institutional opacity.

Most owners only run one transaction in their lifetime. We have run hundreds. Start with a free, confidential consultation with a senior advisor — real market data, how businesses like yours are valued, and a straight answer about whether now is the time to sell.

✓ Confidential ✓ No obligation ✓ 30-minute consultation
Professional Business Valuation
Prepared confidentially · 2026
Sample
Sector
[Your sector]
TTM Revenue
$3.4M
Indicative Sale Range
$2.4M — $3.1M
Multiple grounded in recent sector comparables
✓EBITDA multiple analysis grounded in recent comparables
✓Walk-away math after advisory fees, deal costs, and taxes
✓Value-driver diagnostics — what would move your number
✓Recommended path — go to market, grow first, or hold
✓A documented deliverable you keep — prepared by a senior advisor
Company Sellers · M&A Advisory
25+ yearsadvising founders
Hundredsof completed engagements
$1M–$5Mrevenue — owner-led businesses
Nationwidebuyer coverage
Seniorbanker leads every engagement
Alignedincentives — most of our pay arrives at close
25+ yearsadvising founders
Hundredsof completed engagements
$1M–$5Mrevenue — owner-led businesses
Nationwidebuyer coverage
Seniorbanker leads every engagement
Alignedincentives — most of our pay arrives at close
How We Engage

Four ways to engage. One commitment: candor, throughout.

Everything starts with a free consultation and a professional valuation. From there the paths connect — grow the value and re-value, prepare on your own timeline, or go to market — and you can move between them as your plans change. We will tell you what the right next step is, even if it is not signing with us today.

Advisor preparing a business valuation
Begin Here

Consultation & Professional Valuation

Start with a free 30-minute consultation — what buyers are paying for businesses like yours, how yours would be valued, and what drives the multiple. When you are ready, we prepare a professional business valuation: a documented, in-depth analysis built from real comparable transactions, sector multiples, current acquirer demand, and your walk-away math. It is the number every other path runs on.

  • ✓Free consultation — no obligation, no pressure
  • ✓Documented valuation prepared by a senior advisor
  • ✓Honest recommendation — sell, grow first, or hold
  • ✓Valuation fee quoted on the consultation — before you commit
The entry point for every path
Book a consultation →
Owner reviewing value-growth metrics
Grow First

Business Value Acceleration

If your valuation shows meaningful upside, selling at today’s number is often the wrong financial decision. Business Value Acceleration is a structured program of focused 3-month sprints that work the specific levers buyers actually pay for — EBITDA quality, owner-dependency, customer concentration, recurring revenue — then re-runs the valuation so you see exactly what the work created.

  • ✓Focused 3-month value sprints
  • ✓Levels from self-guided to coach-led
  • ✓Re-valuation after every sprint
  • ✓Then: go to market, run another sprint, or hold
3-month sprint cycles
Explore value acceleration →
Senior advisor in client meeting
Sell-Side Mandate

Full-Service M&A Advisory

End-to-end sell-side representation. CIM and teaser drafting. Confidential outreach to strategic acquirers, PE platforms, and family offices. Management presentations. Competitive bid management. LOI, APA, diligence, and close. Senior-banker led from kickoff to wire transfer.

  • ✓Confidential, managed competitive process
  • ✓CIM, data room, management presentations
  • ✓LOI, APA, diligence & close management
  • ✓Onboarding fee plus success fee at close — most of our pay arrives when yours does
Typical engagement: 6–12 months
Learn more →
Founder reviewing M&A readiness materials
Pre-Process

M&A Readiness Toolkit

For founders 1–3 years out from a transaction. The pre-process playbook we use internally — addback identification frameworks, owner-dependency reduction roadmap, sector multiple benchmarks, diligence checklist — so you arrive at a process with the cleanest possible story.

  • ✓Quality-of-earnings frameworks
  • ✓Sector multiple benchmarks
  • ✓Pre-process diligence checklist
  • ✓Fixed fee, paid upfront
On your timeline
Learn more →
Engagement Archetypes

What an engagement looks like, by owner situation.

Illustrative profiles based on common patterns across our practice — not specific closed transactions. Specific clients, financials, and locations remain confidential.

Ready to Sell
Exit inside 12 months

The owner who is done — and wants it done right

Established service or product business, stable earnings, owner ready to retire or move on. The valuation sets the number and the strategy; the sell-side engagement runs a confidential, managed process to the strongest available acquirer — strategic, financial, or individual.

Valuation → Sell-Side Advisory
Grow First
Upside worth capturing

The owner whose valuation shows a gap worth closing

Healthy business, but the valuation surfaces fixable drags — owner-dependency, customer concentration, messy addbacks. Business Value Acceleration sprints work those levers, the valuation gets re-run, and the owner goes to market from a stronger number — or runs another cycle.

Valuation → Value Acceleration → Re-value
Preparing Ahead
1–3 years out

The owner planning an exit on their own timeline

No urgency, but a clear horizon. The valuation establishes the baseline; the M&A Readiness Toolkit gives the owner our pre-process playbook — clean financials, documented operations, diligence-ready story — so the eventual process starts from strength.

Valuation → Readiness Toolkit → Market
Common Questions

What founders ask us first.

The same handful of questions come up in nearly every initial conversation. Here are honest answers — the kind we would want if we were on your side of the desk.

What is the free consultation — and what is the paid valuation?
The consultation is a free, confidential 30 minutes with a senior advisor: what buyers are paying for businesses like yours, how a business like yours gets valued, and what drives the multiple. No obligation, and you will leave knowing more than you came in with. The professional valuation is the paid next step — a documented, in-depth analysis of your specific business: an indicative sale range built from real comparable transactions, sector multiples, current acquirer demand, walk-away math after fees and taxes, and the specific drivers that would move your number. The fee is quoted on the consultation, before you commit to anything.
Why is your valuation paid when every broker offers a free one?
Because the free ones are marketing documents. A valuation produced to win your signature has a built-in incentive to flatter the number — and the market re-prices it later, painfully, at diligence. Ours is professional work by a senior advisor, and it is the same analysis we act on when we take a business to market or build a value-growth plan around it. Charging for it keeps the incentives honest: our valuation has to survive contact with real buyers, not just win a listing.
What does it cost to engage you?
The consultation is free. The professional valuation and the M&A Readiness Toolkit are fixed-fee engagements, quoted before you commit. Business Value Acceleration is offered at levels from self-guided to coach-led, quoted the same way. Full-service sell-side advisory is an onboarding fee plus a success fee at close — most of our pay arrives when yours does. Every fee is disclosed in writing before anything is committed.
What kind of multiple should I expect?
The honest answer is: it depends — on your sector, growth profile, customer concentration, recurring revenue mix, and how clean your financials are. For owner-led businesses, the spread between a well-prepared business and an unprepared one in the same sector is often bigger than the difference between sectors. That is exactly what the valuation is for: it gives you the actual range buyers are paying for businesses like yours right now, and shows you which levers would move it.
Will my employees, customers, or competitors find out?
We run confidential processes as a matter of course — prospective buyers sign NDAs before they see your company name, and information is released in stages you control. Most owners involve a small inner circle at the diligence stage, typically only after a qualified LOI is signed. Where a broader, branded approach would genuinely get you a better outcome, we will tell you that too — and let you decide.
How long does a process actually take?
Six to twelve months for most sell-side processes, longer if there is meaningful pre-process preparation work or if buyer financing is complex. The consultation and valuation come first, in weeks. Preparation (CIM, data room, quality-of-earnings where needed) runs 4–8 weeks. The process itself — outreach, bids, LOI — runs 3–6 months. Diligence and close add 2–4 months on the back end. If you grow first through Business Value Acceleration, add the sprint cycles you choose to run before going to market.
Sectors We Cover

Sector-informed M&A across the lower middle market.

A sample of the verticals we have advised on. Sector-specific buyer relationships, comparable transactions, and valuation patterns inform every engagement.

Industrials
Healthcare
Technology, Media & Telecom
Consumer
Business Services
Distribution & Logistics
Construction & Real Estate
Energy & Infrastructure
Insights

Field notes for business owners.

View all insights →
For Advisors & Brokers
Own a Company Sellers territory.

A territory licensing program is coming for advisors, brokers, and exit planners who want to bring our valuation and value-creation platform to owners in their market. Join the interest list to hear about it first.

Join the Interest List →
Begin Here

Find out what your business is actually worth.

A free, confidential 30-minute consultation with a senior advisor. Real market data, straight answers, no obligation. If a professional valuation is the right next step, we will tell you exactly what it covers — and if it is not, we will tell you that too.