For owners who have identified prospective buyers and want an experienced advisor in their corner to protect their interests and guide them to close.

• Strategic coaching, milestone guidance, and CIM review
• LOI evaluation and negotiation support
• Protection through purchase agreement negotiations and closing

Compensation structured on a project basis with a negotiated success fee at closing.

For owners who want professional transaction infrastructure and marketing materials while staying actively involved in direct buyer outreach and communications.​

• Full preparation of CIM, executive teaser, and buyer universe identification
• Process management, timeline oversight, and milestone tracking
• Active LOI review, deal structuring guidance, and closing support

Compensation available upon request.

Our flagship engagement for owners who want a dedicated deal team managing every aspect of the transaction, from initial positioning through signing and close.​​

• Complete preparation of all marketing materials and proactive outreach to strategic acquirers and financial sponsors
• Full management of buyer communications, diligence processes, and competitive auction
• LOI negotiation, deal structure optimization, and closing management

Compensation available upon request.

For owners seeking a credible, market-grounded opinion of value prior to a transaction or strategic decision.​

• Opinions grounded in sector-specific performance metrics and comparable transaction analysis
• Designed for privately held, operating companies with established revenue and profitability
• Each valuation reflects current market conditions and supports strategic decision-making

Fee schedule available upon request.