Most of our clients are first-time sellers. We begin with a confidential conversation to understand your goals, timeline, and concerns. From there, we guide you through each step of the process in a clear, practical way—without jargon or pressure.

Value depends on earnings, growth profile, industry dynamics, and risk factors such as customer concentration or owner dependency. We help you understand how buyers will evaluate your business—and how to position it to maximize value.

Most transactions take between 6 and 12 months from initial preparation to closing. Timing depends on readiness, buyer interest, and complexity. Our role is to keep the process moving while maintaining discretion.

No. We run a highly confidential process. Buyers are carefully vetted and required to sign non-disclosure agreements before receiving any sensitive information.

Not at all. Most businesses need some level of preparation. We help identify gaps, normalize financials, and present your business in a way that builds buyer confidence.

That’s often the best time to start a conversation. Preparing 12–36 months in advance can significantly improve your outcome. We’ll give you straightforward feedback on timing and next steps.

Depending on your goals, we engage strategic buyers, private equity firms, family offices, and qualified individual buyers. We tailor the process to achieve the best combination of value, fit, and certainty.

We focus on strategy, structure, and execution—not just marketing a listing. With experience in global banking and as business owners, we manage complexity, anticipate issues, and negotiate from a position of strength.

Our fees are primarily success-based, meaning we are compensated when a transaction closes. In some cases, we charge a modest upfront fee for preparation work. We are transparent about all fees from the outset.

We remain available to support the transition. That includes thinking through communication with employees, customers, and vendors, as well as helping you navigate what comes next.