Our Process

We take a structured, hands-on approach to help business owners maximize value, navigate M&A complexities, and transition smoothly post-sale. Our process ensures long-term preparation, execution, and post-close support for a seamless experience.

1. Assess & Improve

This step applies to all businesses, whether preparing for sale or simply looking to scale and optimize profitability.

CEO Coaching & Leadership Development
Financial Optimization
Operational Streamlining
Market Positioning

2. Prepare

Buyers will scrutinize every aspect of your business during the sale process. We ensure you’re fully prepared before going to market by:

Valuation & Exit Strategy
Marketing & Due Diligence Materials
Buyer Targeting Strategy

3. Go to Market

With a solid foundation, we launch a highly targeted M&A process to secure the best deal:

Buyer Outreach & Engagement
Bidding & Competitive Positioning
Due Diligence Management

4. Close (Finalizing the Deal)

Once a buyer is selected, we oversee the final stages of negotiation and legal documentation to ensure a smooth closing:

Full-Service Negotiation
Final Due Diligence & Compliance
Seamless Transaction Execution

5. Post-Close Support

The transition period in the 1–2 years after a sale is critical for both the seller and the new leadership team. We continue to provide support during this time by:

Leadership & Operational Transition – Support smooth handoff and continuity across teams.
Personal & Emotional Support – Navigate the life changes that come with selling your business, with guidance from people who’ve been through it.

Let’s Work Together

Get in touch so we can start working together.