Sell-Side M&A Advisory

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Selling your business is one of the most important financial and personal decisions you will make. We provide confidential sell-side M&A advisory for founders and family business owners—helping you prepare, position, market, negotiate, and close a transaction that aligns with value, timing, and legacy.

• Owner-managed businesses considering a full or partial sale
   
• Family enterprises planning transition to a new strategic partner
   
• Businesses seeking growth capital, recapitalization, or partner buy-in
   
• Owners who want to understand options before initiating a process
   

• Deal readiness and value-driver assessment
   
• Valuation guidance and positioning strategy
   
• Buyer identification and controlled outreach
   
• Marketing materials (confidential information memorandum, teaser)
   
• Negotiation leadership (LOI through definitive agreements)
   
• Transaction project management through close
   

1. Confidential discovery (goals, timing, constraints, shareholder priorities)
    
2. Value and readiness assessment (risks, concentration, margin quality, management depth)
    
3. Positioning + preparation (story, materials, target buyer list, process plan)
    
4. Market outreach (controlled and confidential buyer engagement)
    
5. Negotiation + diligence (LOI, diligence management, issue resolution)
    
6. Close + transition support (completion steps and post-close planning)