Readiness & Positioning
The best exits are decided before a buyer ever shows up.
- Pre-transaction planning
- Quality of earnings (QoE) readiness
- Financial and operational clean-up
- Valuation positioning (EBITDA, ARR, comparable-transaction methods)
Marketing the Business
Finding the right buyer takes more than listing it for sale.
- Confidential positioning materials
- Buyer identification and outreach
- Running a competitive process
- Managing strategic vs. financial buyer dynamics
Negotiation & Deal Structure
Price is one number. Structure is everything else.
- Letters of intent
- Purchase price and valuation negotiation
- Rollover equity
- Earnouts
- Working capital adjustments
- Seller financing and promissory notes
Tax & Advisor Coordination
The right structure protects what you actually take home.
- Coordinating accountants and tax advisors
- Tax-efficient deal structuring
- Industry and valuation specialist input
- Aligning your full deal team around one outcome
Diligence & Documentation
Where deals quietly die, or don't, depending on how ready you are.
- Data room management
- Due diligence coordination
- Representations, warranties & indemnification
- Disclosure schedules
Closing & Beyond
Getting to closing isn't the finish line.
- Post-closing employment and transition agreements
- Escrow and holdback terms
- Final closing coordination