Our Services
Sell Side Advisory
Sell Side Advisory
Sell Side Advisory
For business owners. Navigate the complexities of selling your business with confidence. We provide comprehensive sell-side advisory, handling confidential information and buyer engagement with unparalleled efficiency and professionalism. We only get paid once your business is sold.
Buy Side Advisory
Sell Side Advisory
Sell Side Advisory
For PE Firms, Strategics, Family Offices. Find your ideal acquisition target. Our buy-side advisory process is designed to uncover hidden opportunities and ensure a smooth and successful transaction. We find you proprietary companies for sale based on your criteria.
Exit Planning
Sell Side Advisory
Exit Planning
For business owners who are on the fence or not ready to sell. Don't let daily demands derail your future. We provide expert exit planning to help you overcome common obstacles and achieve a successful business transition. Free initial evaluation.
Sell Side Advisory Process
Pre-Diligence
Timeframe: 1 - 2 weeks.
We analyze your financials, IP, and key metrics to identify any necessary improvements prior to market entry. This review generally takes at least one to two weeks, with the possibility of extension depending on the findings. We will also provide a free valuation estimate.
Marketing Materials
Timeframe: 1 - 2 weeks.
With your business prepared for market, we craft compelling marketing documents: the CIM, a thorough overview of your company; a 'no-name' teaser to generate initial interest; and a detailed financial package for potential investors.
Identify Buyers
Timeframe: Done along side step #1 and #2.
We utilize our resources to identify prospective acquirers. To maximize our reach, we also rely on your expert understanding of your market niche to identify strategic buyers that might otherwise be overlooked.
Marketing
Timeframe: 3 weeks
We initiate outreach to our target list, beginning with the anonymized teaser. Upon execution of a Non-Disclosure Agreement (NDA), we distribute the comprehensive CIM and financial package. This phase typically spans four weeks and requires minimal input from your team.
LOI & Management Meetings
Timeframe: Concurrently with marketing.
We manage buyer meetings and create competitive pressure for offers. After marketing, we coordinate meetings with interested buyers, potentially using an IOI phase to manage high demand. To expedite offers, we set an LOI deadline, driving competition and preventing delays from strategic buyers.
Due Diligence & Closing
Timeframe: 2 - 3 months
After accepting an offer, you'll enter an exclusivity period while the buyer conducts in-depth due diligence, often involving third-party audits. Deal structure will determine if you remain with the acquiring company or free to sail into the sunset. Once the deal closes, you get your money and we get ours.
Buy Side Advisory Process
Initial Research Call
Timeframe: 1 - 2 calls over a week period.
We understand the buyer's specific acquisition criteria. This involves in-depth research and discussion to identify potential targets that align with the specified criteria.
Proactive, Direct Outreach
Timeframe: 4 weeks - several months.
High-volume, targeted outreach to potential sellers. Involves cold calling and emailing prospects. Goal is to maximize response rates and help sellers understand the rationale for partnership and sale.
Screening
Timeframe: Initial calls that lasts from 15 minutes to over 1+ hour.
With the buy side client we assess the seller's fit with buyer's criteria. Only qualified and relevant opportunities will be shared with the buyer.
Facilitate Due Diligence
Timeframe: 2 - 3 months
We help the buy side client on due diligence and provide support in negotiations. We can coordinate with deal team to help gather information and execution.
Closing
Timeframe: Post Due Diligence (once complete)
We get paid once the transaction is closed.