We help companies in all phases of their financial affairs

Our experienced valuation specialists work closely with you to determine an accurate, defensible listing price. We consider your financial performance, market conditions, industry trends, and buyer demand, ensuring your business is positioned to attract serious offers without leaving money on the table.

We craft a comprehensive, professional Confidential Information Memorandum (CIM) designed to tell your business’s story with clarity and impact. This document showcases financials, operations, growth potential, and unique value in a way that engages qualified buyers while protecting sensitive information.

Your business will be strategically presented to a curated list of pre-vetted buyers. Our approach maximizes visibility to the right audience while maintaining discretion throughout the process.

We personally screen and vet potential buyers, filtering out the inexperienced and unqualified so you only speak with serious, capable prospects. We guide you through negotiations, advising on deal structure to secure not only the highest price but also favorable terms that protect your interests.

As your transaction approaches the finish line, we proactively address the inevitable last-minute issues that can arise. Our team coordinates with attorneys, lenders, and other parties to keep the process on track, ensuring a smooth closing and a successful handoff to the new owner.