Brokerage and M&A advisory
A confidential sale, run to maximize what you walk away with.
We lead sell-side transactions for owner-run businesses: preparing the company, building the buyer list, running a confidential process and negotiating to close. One adviser owns the deal from the first conversation to the wire.
What's included
Everything between deciding to sell and the closing table
- Valuation and deal strategyA defensible value range, the right structure (asset or stock, earn-outs, seller financing) and timing.
- PreparationRecast financials, a confidential information memorandum and the data room buyers expect.
- A confidential buyer processStrategic buyers, financial buyers and qualified individuals, each under a confidentiality agreement before they learn which business is for sale.
- Offer management and negotiationMultiple offers compared on total value, certainty and terms, then negotiated to a signed letter of intent.
- Diligence and closingWe run the diligence process, coordinate attorneys and lenders, and keep the deal moving to close.
- Transition planningA handover plan that protects the price and your reputation after the sale.
How it works
From first call to close
Weeks 1 to 2
Value and plan
We confirm the range, agree the strategy and set a target close date.
Weeks 3 to 6
Prepare
Financials recast, the memorandum written, the buyer list built.
Months 2 to 4
Go to market
Confidential outreach, buyer calls, management meetings, offers.
Months 4 to 6
Negotiate and sign
Offers compared, terms negotiated, letter of intent signed.
Months 6 to 12
Close
Diligence, financing, legal documents, wire.
Who it's for
Owners who are ready, or close to it
- You want to sell within a yearRetirement, a new venture or a change in circumstances has set the clock.
- An offer came in and you want to test itA single unsolicited offer rarely reflects the market. A process does.
- Confidentiality mattersStaff, customers and competitors should not know until the deal is done.
- The business has real earningsA track record a buyer can underwrite and a lender can finance.
Questions owners ask
What does brokerage cost?
A success fee paid at close, as a percentage of the transaction value. It is set out in writing before any engagement begins.
Who will know the business is for sale?
Nobody at your business, and no buyer until they have signed a confidentiality agreement. We never contact your staff, customers, vendors or landlord.
What if the value range is lower than I hoped?
Then it is better to know now. If you have time, value acceleration raises the number before you go to market. If you don't, we will tell you plainly what the market will pay and why.
One engagement
The other three functions
Ready to find out what a sale would really look like?
One conversation, one adviser, no obligation.