Sell-Side Advisory
You’ve built your business. Now comes the part you’ve never done before — and the part that determines whether everything you built translates into everything you deserve. We run disciplined, senior-led sell-side processes for founders who want an advisor who is in the room from the first conversation to the final wire.
- Valuation & positioning
- Buyer identification & outreach
- Process management — so you can stay focused on running your business
- Deal structuring
- Due diligence — we handle the requests, you handle your company
- Close — alongside your legal counsel, start to finish
Who We Work With
Founders of privately held businesses considering a full or majority exit. You’ve built something real. You’ve probably never sold a business before. And you want an advisor who treats this as the singular event it is — not another deal on a pipeline report.
Common Situations
Ready to retire or step back. Fielding inbound interest from a buyer. Planning a generational transition. Facing a health event or partner situation. Simply ready for what comes next.
The most important deal you’ll ever do deserves your full attention — and ours.
Strategic Advisory
Some of our most successful sell-side engagements began years before the transaction. Strategic Advisory is how we work with founders who know an exit is coming — but aren’t ready yet, and want to spend the time between now and then building a business that commands the optimal outcome it deserves. Whether as a formal engagement or a longer-term advisory relationship, we bring buyer-side perspective to your planning before any process begins.
We also work closely with CPAs, attorneys, financial advisors, and exit planning professionals — and where the right specialists can better serve a specific need, we can make the introductions.
- Strategic introductions & network access
- Pre-market business advisory
- Financial preparation & earnings normalization
- Ownership & governance structuring
- Exit readiness assessments and implementations
- Ongoing senior advisory relationship
Who We Work With
Founders anywhere from six months to five years from an exit — whether the process starts sooner than expected or you’re building toward it deliberately. Ready to have an advisor in your corner before the pressure starts.
How It Works
Available in flexible arrangements — from an ongoing advisory relationship to focused project-based engagements. Scope and cadence defined together, around what you actually need. Often the best outcome prior to the start of a sell-side relationships — with an advisor who already knew the business inside out before the process began.
Common Situations
Revenue or customer concentration concerns. Key-person dependency. Ownership or governance complexity. Clean up financial data and operations before approaching the market. Fielding early buyer interest but not ready to commit. Wanting experienced perspective as a regular sounding board.
Relationships drive better outcomes. Whether you’re two weeks from a decision or two years out, we bring the same commitment to understanding your business before we touch your process
Buy-Side Advisory
We work with a select group of buyers each year — from companies looking at tuck-ins and strategic add-ons, to owner-operators and family offices pursuing direct acquisitions. We take buy-side mandates because we believe in the fit — between the buyer, the business, and the outcome. Every engagement gets the same senior attention we bring to the sell-side.
- Acquisition criteria & target definition
- Off-market sourcing & deal flow
- Target evaluation & fit assessment
- Negotiation, structuring & close
- Integration planning & transition support
Who We Work With
Owner-operators, family offices, and companies pursuing strategic add-ons and tuck-in acquisitions. Post-exit founders ready to deploy into a new operating business. Buyers with a clear thesis and the conviction to wait for the right fit.
Buy-side is not our primary practice and we don’t pretend otherwise. We take these engagements when we believe we can add genuine value — between the buyer, the business, and the outcome. If you need a firm dedicated exclusively to buy-side deal flow, we’ll tell you that directly.
