Preparation
Organizing financials, documents and a clear account of how the business works and where it can grow.
Services
Sale preparation and a confidential, competitive sale process
Don't sell to the first buyer who calls. We package your story and numbers, take your company to qualified buyers confidentially, run a competitive process and fight for your number through offers, diligence and closing, alongside your attorney and accountant. We leverage a private M&A network, in which family offices, investors, private equity firms and business owners participate, and go beyond it with targeted outreach.
How does a confidential sale process work?
A confidential sale process prepares the company and its financial information, identifies buyers who fit the owner's goals, contacts them without revealing the company's identity, shares details only after an NDA, collects and compares offers, and then manages diligence through closing. Running several qualified buyers in parallel gives the owner real options to compare.
What's included
What we do for you
Buyer identification
We leverage a private M&A network of family offices, investors, private equity firms and business owners, and research strategic acquirers and operators beyond it, to find buyers that fit your goals.
Confidential outreach
Anonymous first contact, NDAs before details, and information shared in stages.
Offers and terms
Comparing price, structure, earn-outs, holdbacks, your role after closing and how your team is treated.
Diligence management
A secure data room, organized responses and a plan for issues before they become problems.
Closing support
Coordinating with your attorney and accountant through definitive agreements and closing.
Get ahead of the buyer's diligence.
Is it a fit?
This is for you if
- You want to sell in the next 6 to 18 months
- Your business is founder-owned and not publicly listed
- You want a confidential process, not a public listing
- You want buyers competing, not one offer on the table
Industries we focus on
Founder-owned companies in the USA and Canada.
Stop leaving money on the table.
FAQ
Questions owners ask
Will my employees or customers find out?
Not from us. We never publicly list your business, buyers sign an NDA first, and we agree with you on when and how key people are told.
What kinds of buyers do you approach?
It depends on your goals and industry: strategic acquirers, investor-backed platforms, independent sponsors and individual operators, and in some cases management or family successors. We start by leveraging a private M&A network, in which family offices, investors, private equity firms and business owners participate, and extend outreach beyond it where that serves you better.
Does the M&A network you leverage guarantee a buyer for my business?
No. Nobody can honestly guarantee a buyer, a price or a closing, and you should be wary of anyone who does. The network is one way we reach serious buyers. Results depend on your business, how ready it is and the market. Our job: prepare you hard and run a confidential, competitive process.
Do I need my own attorney and accountant?
Yes. We work alongside your attorney and accountant, who advise you on legal, tax and structuring questions.
How are fees structured?
We explain engagement options on the first call, before anything is signed.
Your exit. Your number.
Every month you wait is a month you could spend building value. Book a confidential 15-minute exit call and get a straight read on where you stand.