A CLEAR PATH THROUGH UNCERTANITY
We're not bankers. We're not buyers. We're exit readiness partners who serve the moment before the decision.
Our guidance comes at no cost to you. We believe every founder deserves clarity before making their biggest decision. When you're ready to move forward, we connect you with the ideal execution partner—whether that's an investment bank to run a competitive process or a direct introduction to the right capital partner. Our success is tied to yours: we're compensated by our partners only when transactions successfully close, which means our advice is always aligned with your best interests.
FOUR STEPS TO COMPLETE CLARITY
Understanding Your Unique Situation
Every founder's journey is different. We start with a confidential conversation to understand:
Your personal and professional goals
Current business performance and trajectory
Timeline considerations and constraints
Concerns keeping you up at night
This isn't a sales pitch—it's a dialogue about your life's work.
What's Your Business Really Worth?
We assess your company through the lens of today's buyers:
Current valuation ranges based on recent comparable transactions
Specific buyer segments likely to show interest
Market timing considerations—is this a seller's or buyer's market?
Growth potential that could significantly impact value
You'll understand not just what your business is worth, but why.
Identifying Gaps Before They Matter
Our pre-mortem uncovers the issues that derail deals:
Financial presentation and quality of earnings
Operational dependencies and key person risks
Legal or regulatory concerns
Cultural factors that impact buyer fit
Better to know now when you can address them, rather than during due diligence when leverage is gone.
Clear Recommendations For Your Path Forward
You'll receive straightforward guidance on three critical decisions:
Timing: Should you go to market now, or would waiting significantly improve your outcome?
Preparation: What specific actions could materially increase value or reduce risk?
Approach: If you decide to proceed, what's the optimal strategy for your situation?
You'll understand not just what your business is worth, but why.
The Founder's M&A Education Center
Knowledge is power. Understand the game before you play it.
Selling your business is likely the most complex transaction you'll ever navigate. Understanding the process—and the players—transforms an overwhelming journey into a manageable one.
Understanding M&A: Masterclass
The Reality of Selling Your Business
A successful exit requires understanding three fundamental truths:
1. Competition Drives Value
When multiple buyers compete simultaneously, valuations increase 20-40%. This is why experienced investment bankers are worth their fees—they orchestrate competitive processes that create urgency and force buyers to put their best foot forward.
2. Time Is Your Friend
A proper sale takes 6-12 months. Rushing costs money. The timeline is predictable: preparation (2-3 months), marketing (2-3 months), negotiation (1-2 months), due diligence (2-3 months), and closing (1 month).
3. Professional Representation Pays For Itself
Attempting to sell without an investment banker is like representing yourself in court. The best bankers know every buyer's preferences, speak M&A fluently, and understand when to push and when to compromise. They manage complexity, preserve relationships, and provide emotional ballast when deals get tough.
Due diligence will test you—expect 200-500 questions and thousands of documents. Your investment banker quarterbacks this process while your attorney protects you from liability and your CPA optimizes tax structure (which can swing proceeds by 30%).
The surprise for most founders isn't the complexity—it's the emotional toll. Having an experienced advocate who's seen every situation provides the steady hand that keeps deals on track.
Below you'll find our video library covering specific aspects of the M&A process in detail. Each video is 3-10 minutes and designed to give you insider knowledge typically reserved for investment professionals.
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.
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