Sell-Side Advisory
You’ve spent decades building your business. Long nights. Big risks. Bigger rewards. Now, you’re thinking about what’s next. Retirement? A new venture? Whatever your reason for selling, you need someone you can trust to handle the process with care, strategy, and precision. We’re here to help.
Our sell-side advisory service is tailored to meet your unique goals. It’s about more than numbers. It’s about peace of mind. Here’s how it works:
Start with Trust: It begins with a conversation. No obligations, no pressure. Just a chance to get to know you, your business, and your vision for the future. We discuss market conditions and exit-planning options that can be executed in advance of a transaction.
Valuation: Understanding the true value of your business is critical. We conduct thorough analyses to ensure your business is priced right.
Preparation & Packaging: We create business summary teaser's and detailed Confidential Information Memorandum's to use in our marketing efforts with vetted buyer's.
Confidential Marketing: We protect your business’ identity while discreetly connecting with potential buyers who align with your goals.
Negotiation and Closing: We’re with you through every negotiation, so all terms meet your expectations. And when it’s time to close, we handle the details, so you can focus on what matters most: your next chapter.