Services

Everything you need to sell well — and nothing you don't.

We deliver the full sell-side toolkit, scaled appropriately for SMB economics. No retainers, no padded teams.

Sell-Side M&A Advisory

End-to-end management of your sale process — from prep through close. We act as your fiduciary across every phase.

Business Valuation

Defensible valuation grounded in SDE, adjusted EBITDA, and asset-based methods, calibrated to current market multiples.

Buyer Curation

Hand-picked outreach to 30–60 qualified search funds, family offices, sponsors, and strategics — not a 500-name blast.

QofE Preparation

Pre-diligence cleanup of financials, add-back schedules, and working capital pegs so buyers can't haircut your number.

Negotiation & Close

LOI structuring, definitive agreement support, and coordination with your attorney and CPA through wire confirmation.

A typical engagement

  1. 1

    Preparation (4–8 weeks)

    Financial normalization, CIM drafting, buyer-list build, virtual data room.

  2. 2

    Marketing (3–6 weeks)

    Blind teaser distribution, NDA execution, CIM delivery to qualified buyers.

  3. 3

    IOIs & Management Meetings (3–4 weeks)

    Indications received, shortlist meetings, refined bids requested.

  4. 4

    LOI & Diligence (60–90 days)

    Exclusive LOI signed, full QofE, legal/HR/IP/tax/IT diligence, definitive agreement.

  5. 5

    Close (1–2 weeks)

    Final purchase agreement signed, escrow funded, wires sent, transition begins.

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