IF YOUR BUSINESS IS GENERATING ~$10M+ IN REVENUE, YOU DESERVE THE SMARTEST PATH TO AN EXIT.

If you’re 6–36 months from an exit, we help you understand your position, your timing, and the factors that drive buyer interest — and match you with the right M&A advisor through our relationships with firms that have advised leading brands like Dollar Shave Club, Liquid Death and more.

Our goal is simple: give you the clarity and guidance needed to achieve the strongest possible exit.

Trusted by the top entrepreneurs across:
Manufacturing • Consumer Products • Industrial Services • Residential/Commercial Services • B2B Services • Distribution • SaaS • Technology

You've Built Something Valuable. Now What?

After years of building your business, you're considering taking chips off the table, or a full exit. Maybe you're feeling burned out. Perhaps an unsolicited offer has you wondering about your company's value. Or retirement is finally calling.

But here's what keeps founders up at night:

"How do I know what my business is really worth?"

If you're not clear on what today's buyers care about, such as steady cash flow, clean financials, and a business that can run without you, it's easy to sell too early or too late.

"What does a successful exit look like?"

A successful exit balances valuation with terms. It should reflect the value of what you’ve built while positioning you for your next chapter.

“How do I make sure my business is ready?”

Being ready to exit isn’t just about ticking boxes. It’s about seeing your business the way a buyer would and addressing the issues that matter before they come up.

“Who’s the right partner to guide me?”

The right partner helps orchestrate the process from the start. Smart guidance before going to market influences how buyers see value, how they structure offers, and what you ultimately walk away with.

Strategic Acquisition

The buyer seeks synergies with their existing business. Typically pays the highest multiples because they can eliminate redundancies and cross-sell. Best for businesses with unique technology, customer base, or market position. The trade-off: integration often means significant changes to your company culture and operations.

Financial Buyer (PE)

Private equity focuses on financial returns, typically holding for 3-7 years. They'll want you to stay on for 12-24 months and may offer a second bite at the apple through rollover equity. Best for businesses with steady cash flow and growth potential. Expect aggressive cost optimization and growth targets.

Management Buyout

Your team acquires the business, often with external financing. Multiples typically lower but offers continuity for employees and culture. Financing can be creative—seller notes, earnouts, or SBA loans. Best when you have a strong second layer of management and want to preserve your legacy

The Standards That Guide Everything We Do

Independence & Objectivity

Our advice is shaped by insight, not incentives. We’re not tied to any buyer or timeline. Our only role is to help you make the best possible decision, even if that means waiting. Independence gives us the freedom to tell you the truth, not what gets a deal done fastest.

Absolute Confidentiality

Selling or even exploring an exit is deeply personal. Every conversation stays private. Every detail is handled with discretion. You can speak freely knowing your plans stay between us.

Aligned Interests

We don’t measure alignment by fees or percentages. We measure it by outcomes that stand the test of time. Our role is to help you make the right move for the business you’ve built, whether that’s today, next year, or not at all.

Access & Expertise

We invest time building the right relationships so founders don’t have to start from scratch. Whether it’s insight, guidance, or connections, we know how to bring the right people in at the right time and for the right reasons.

EVERY GREAT EXIT STARTS WITH BEING READY

Don't enter the market wondering if you're prepared. Know exactly where you stand, what to expect, and how to maximize your outcome.