Our

Services

  • Seller Education and Expectation Setting

    • Clarify market “transition expectations,” including emotional hurdles and the realities of due diligence.

    • Walk you through financial preparation, basic Quality of Earnings (QofE) considerations, and the importance of buyer confidence.

    Market-Rate Valuations

    • Clarify how small-business valuation differs from large-scale deals.

    • Identify the difference between “great” vs. “not-so-great” businesses and how to position the company effectively.

    Succession & Legacy

    • Explore potential buyer types—family, employees, strategic acquirers, PE, sole sponsors, or search-funders—and the unique benefits and risks of each.

    • Strategize around the emotional aspects of passing the torch to new leadership while preserving your legacy.

  • Representation

    • Present standard timelines, typical deal sizes, and industry nuances, plus tips on managing lawyers, accountants, and lenders.

    • Help you avoid common pitfalls in diligence and guide you toward realistic deal structures.

    Low / No Cash Deal Structuring

    • Provide specialized guidance on SBA and alternative bank financing for minimal buyer-side equity.

    • Optimize EBITDA with accurate add-backs and scenario modeling, ensuring the final structure balances flexibility and risk mitigation.

  • Comprehensive & Efficient

    • Act as your single point of contact, coordinating accounting QofE, legal reviews, and operational due diligence so you’re never overwhelmed.

    • Streamline communication between all parties to maintain momentum toward a timely close.

    Financial Modeling & Scenario Testing

    • Leverage advanced modeling (Python scripts, machine learning) to validate cash flows and assess how unexpected revenue swings could impact debt repayment.

    • Provide reliable forecasts so investors, lenders, and stakeholders have confidence in the deal.

  • Operational & Cultural Onboarding

    • Equip new owners with a seamless Day One plan that preserves continuity for employees, customers, and suppliers.

    • Guide leadership integration and communication strategies to maintain morale and trust.

    Strategic Road mapping

    • Develop tailored 30-60-90 day transition plans, focusing on quick, high-impact wins in HR, pricing, and financial reporting.

    • Identify opportunities for operational efficiency, so you can unlock significant value early in your tenure.