You Don’t Get to Sell Your Company Twice

We help business owners understand what their company is actually worth, make it worth more, and go to market with the right advisor when the time is right.


Built for businesses with $1M–$50M+ in revenue.

THE ASSESSMENT

Find Out Where You Stand

We tell you what your business would sell for today, what you’d actually walk away with after taxes and fees, and what a buyer’s team would find that costs you at the table. You get a clear valuation, a personal financial picture, and a prioritized list of what’s worth fixing before you go to market.

SALE PREPARATION

Get It Ready to Sell

We clean up your financials, make sure you’re getting credit for what the business actually earns, and build the package serious buyers expect before making an offer. The goal isn’t to change your business. It’s to make sure you don’t lose money because of how it was presented.

ADVISOR MATCH

Go to Market With the Right Person

We match you with a vetted M&A advisor who has direct experience in your sector and deal size. Matched on track record, buyer network, and closed deals — not marketing materials. No cost to you, no cut of your deal, no obligation after the introduction.

Manufacturing
Industrial Services
Distribution
B2B Services
Consumer Services / Products
Technology
Manufacturing
Industrial Services
Distribution
B2B Services
Consumer Services
Technology
Manufacturing
Industrial Services
Distribution
B2B Services
Consumer Services / Products
Technology
Manufacturing
Industrial Services
Distribution
B2B Services
Consumer Services
Technology
Manufacturing
Industrial Services
Distribution
B2B Services
Consumer Services
Technology
Manufacturing
Industrial Services
Distribution
B2B Services
Consumer Services
Technology

Most Exit Advice Is Built From The Seller’s Side. Ours Is Built From The Buyer’s.

A seller might go through one transaction in a lifetime, yet buyers review opportunities constantly. Preparation, in our view, should account for that difference. Clarity comes from understanding how capital evaluates a company before you enter the market.

How We Get You There

1. Assessment

We establish a defensible valuation range based on how buyers actually price companies, so you understand where you stand and what drives (or limits) your number.

2. Preparation

Increase the price and improve the terms you’re likely to achieve. We strengthen the value drivers buyers reward, eliminate weaknesses that lead to discounts, and position your business so it supports a premium outcome.

3. Go-to-Market Strategy

We determine whether now is the right time to engage the market, define the appropriate sale strategy, and introduce the investment bank best aligned with your size, sector, and objectives.

Built for Owners Who Are Thinking About It But Haven’t Made a Move Yet.

Let’s Be Honest About Something...

  • You didn’t build this business thinking about the exit, you built it because you saw an opportunity, you were good at something, or you just couldn’t work for someone else, and somewhere along the way, it became your life.

    Now you’re in one of these places:

    Maybe the fire isn’t what it used to be. You’re doing well, but you’re tired. You’ve been running this thing for 10, 15, 20 years and you’re starting to wonder what comes next.

    Or, maybe the business is growing and you know it could be something much bigger, but you need the right partner, the right capital, or just a fresh set of legs to help you get it there.

    Or, maybe you’ve been telling yourself “I’ll deal with it next year” for the last five years and deep down, you know the books aren’t clean, the financials don’t reflect what the business actually does, and if someone looked under the hood right now, they wouldn’t see what you see.

    But here’s the thing; the business you run every day and the business a buyer sees on paper are almost never the same business and that gap is where owners lose hundreds of thousands, sometimes millions of dollars.

Built for founders with $1M-50M of revenue, preparing for the most important financial event of their lives.

REDACTED FOUNDER OUTCOMES

When founders enter the market prepared, positioned, and matched with the right advisor, they exit for more.

Names withheld for confidentiality.

Software + Services (U.S.)

EBITDA:

$10.2M

Valuation Range:

~$120M – $150M

Final Sale:

~$185M

Local advisors placed the company in a conventional range. We reframed the business around integration depth and switching costs, strengthened how that defensibility was presented, and identified a leading M&A advisor in the software space.

Sold to a strategic buyer for ~$185M — well above early projections.

Precision Manufacturing (Midwest)

EBITDA:

$5.8M

Valuation Range:

~$35M – $46M

Final Sale:

~$62M

Initially viewed as a standard manufacturing business with standard multiples.

Our review surfaced proprietary tooling and high switching costs that created scarcity most buyers wouldn’t see at first glance. We positioned it accordingly and introduced an advisor who understood the niche and the owners current situation.

Closed at ~$62M — a premium outcome versus early expectations.

B2B Services (Canada)

EBITDA:

$3.1M

Valuation Range:

~$17M

Final Sale:

~$24M

An unsolicited offer felt compelling, but understated the company’s durability.

We clarified value, and introduced them to one of the top M&A advisors in the b2b services industry and sold their company for significantly more than what every local investment banker projected.

Sold for ~$24M with improved economic and structural terms.

Not sure if you’re ready? That’s exactly when to start.

Whether you’re thinking about selling this year or three years from now, we’ll help you understand where you stand, what’s worth fixing, and when it makes sense to move.