Sell Your Business On Your Own Terms.

We know what it's like to think about selling your business, and we know how to run a successful deal process.

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Our team has built and sold businesses.

Who we are

Our team has built and sold businesses.

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private M&A Partners

How We Work with

Business Owners

We talk with business owners Like you about Your goals — for Your businesses and for Yourselves.

If you're interested in discussing what a deal would look like, let's see if your business would be a good fit for one of our Investment Partners.

This usually involves discussing specific business criteria that these investors are looking for — ranging from revenue and EBITDA to industry and geography.

Industries

We specialize in industries from Home & Commercial Services to Professional Services and Manufacturing.

 

We focus on industries where we can add value and expertise.

Built by

Business owners and operators

We are former business owners and know what it's like to get your business ready to sell.

We've done it!

We also know what best-in-class investment firms are looking for — they've told us.

How do you get paid?

We are M&A Advisors who are paid to source deals for a select group of private equity firms, independent sponsors, family offices, and sell-side M&A firms.

We are paid by the partners we represent, typically through a "success fee" if and when a deal we find for them successfully closes

When do we work with Business Owners? 

It's all about timing. 

We look for business owners at an inflection point —

01

Owners are considering retirement

02

Owners who need investment capital to fuel growth

03

Owners who are ready to exit the business for personal, professional, or financial reasons

04

Owners who want to take some chips off of the table but remain involved in the business

We help business owners navigate important decisions.
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Our
Proprietary Process

Here is an overview of our process. It's simple and transparent.

We want to understand your goals and questions when it comes to selling your business. We're happy to share our personal stories and M&A experiences and will keep this call or meeting short, casual, and introductory. The goal is to get to know each other.

We can sign an NDA to protect your confidential information and will review key information to see if your business is a good fit. For specific industries, we can provide benchmarks to help you identify strengths and areas of improvement. We can also share our list of industry-specific Investment Partners with you.

When you and your business are ready, we'll talk with our selected Investment Partners and give them a snapshot overview of your business. This can be "blinded" if requested so that the name of your business remains private.

We will help set up calls, Zooms, or meetings with the Investment Partners who are interested in learning more about your business. The goal is to get a conversation going that may or may not lead to a Letter of Intent (L.O.I.) or deal.

 If everyone decides to pursue a deal together and a Letter of Intent (L.O.I.) is signed, we'll help coordinate parts of the deal process. We will work hard to help the deal reach the finish line.

Step 1
private call or meeting with us

We want to understand your goals and questions when it comes to selling your business. We're happy to share our personal stories and M&A experiences and will keep this call or meeting short, casual, and introductory. The goal is to get to know each other.

Step 2
confidential review

We can sign an NDA to protect your confidential information and will review key information to see if your business is a good fit. For specific industries, we can provide benchmarks to help you identify strengths and areas of improvement. We can also share our list of industry-specific Investment Partners with you.

Step 3
oUTREACH TO INVESTMENT PARTNERS

When you and your business are ready, we'll talk with our selected Investment Partners and give them a snapshot overview of your business. This can be "blinded" if requested so that the name of your business remains private.

Step 4
DEAL MEETINGS WITH 
INVESTMENT PARTNERS

We will help set up calls, Zooms, or meetings with the Investment Partners who are interested in learning more about your business. The goal is to get a conversation going that may or may not lead to a Letter of Intent (L.O.I.) or deal.

Step 5
DEAL 
COORDINATION

 If everyone decides to pursue a deal together and a Letter of Intent (L.O.I.) is signed, we'll help coordinate parts of the deal process. We will work hard to help the deal reach the finish line.

IF YOU'RE INTERESTED IN  TALKING WITH US ABOUT SELLING YOUR BUSINESS - GET IN TOUCH TODAY