Four ways owners work with us.

Most of them start in one place and end up somewhere they didn't expect. An owner calls about selling and discovers they're two years from being ready. Another calls about a single acquisition and builds a strategy around six. A third hires us for a project and comes back three years later for the exit.

The work below is organized by where you are today. Where it goes from there is usually a conversation.

How We Can Help

  • Sell-Side Representation

    Running a confidential, competitive process to sell your business — from preparing the company and establishing value through buyer outreach, negotiation, diligence, and closing. The point of representation isn't finding a buyer. It's finding several, so that the terms are set by competition rather than by whoever showed up first.

  • Growth Through Acquisition

    Buy-side representation for owners expanding by acquiring rather than building. Defining what you're actually looking for, approaching companies that aren't formally for sale, valuing what you find, and structuring the offer. When the seller has an advisor and you don't, the asymmetry is real. It's worth correcting before you find out how much it cost you.

  • Strategic & Growth Advisory

    Project-based work for owners who aren't in a transaction — and may never be. Financial analysis, growth planning, operational assessment, and the work of making a business worth more than it is today. Defined scope, defined fee, defined deliverable. You don't have to hand us a mandate to get our help with something.

  • Focused Projects

    Have one area that needs attention, and want it done quickly? Our focused projects tackle one thing at a time — your numbers, your margins and cash, or how much the business depends on you — with a set scope, a set fee, and a clear finish line.

Not sure which one fits?

Most owners aren't when they first call. Tell us where things stand and what you want out of the next few years. We'll tell you honestly which of these makes sense, or if none of them do.

Prefer to look on your own first?

Try our free Value Drivers Assessment or Buyer Readiness Check along with many other resources.

Ask us!