Whether you're planning your next chapter or expanding your portfolio, we guide you through the complexity of buying and selling a business—with structure, discretion, and experience.
Get the Value You’ve Earned—Without the Chaos
Selling a business is emotional and operational. We help you prepare for both by aligning financials, identifying key value drivers, and packaging your business in a way that instills confidence in potential buyers.
What We Provide:
Operational & Financial Readiness Audit
Ensure your books, systems, and KPIs are buyer-ready.
Business Positioning & Sale Prep Materials
From clean P&Ls to store-level playbooks, we help you build a compelling package.
Valuation & Deal Structure Strategy
Align your expectations with the market—and with your goals.
Advisor Coordination
We collaborate with your CPA, attorney, and broker—or introduce trusted partners.
Understanding what's under the hood.
Looking to expand through acquisition? We help you evaluate prospective purchases with a sharp operator’s lens—looking beyond surface-level sales to evaluate true performance and long-term potential.
Our Role in the Buying Process:
Due Diligence Support
We dig into sales, operations, leases, staffing, and more.
Forecast Modeling & Risk Analysis
Know what you’re stepping into—and how long it will take to see ROI.
Acquisition Playbook & Transition Plan
Hit the ground running post-close with onboarding, brand alignment, and staffing plans.
Keep the Culture. Pass the Torch Smoothly
Whether you're exiting or onboarding a new owner, the transition period is critical. We help define roles, timelines, and training plans to ensure leadership continuity and employee confidence. And finally, ensure what you built lives on.
Support Includes:
Owner-to-Owner Transition Planning
Define clear responsibilities and knowledge transfer expectations.
Culture Preservation & Team Stability
Keep staff, customers, and vendors aligned and engaged.
Post-Close Support Timeline
We map a 30-90 day engagement plan to support either side of the deal.
Every deal is different. But we bring experience, discretion, and strategic support to each one—helping you navigate a complex process with clarity and confidence.
If you're considering a sale or acquisition, let’s talk. Whether you’re 3 months or 3 years away, we can help you plan ahead and avoid costly mistakes.
