Sell-Side Advisory

Maximize value. Preserve legacy.

A confidential, structured sale process designed to attract the right buyers and the right terms — without disrupting your business.

Valuation

What is your business actually worth?

We build a credible, defensible valuation grounded in your normalized EBITDA, sector multiples, and current buyer appetite. The result isn't a number on a page — it's a positioning thesis that drives every conversation that follows.
3.5–8x
EBITDA range
6–9 mo
Typical timeline
NDA
Day-one default
Selling Process

Six stages. One confidential outcome.

  1. 01
    Valuation & Positioning

    Build the financial story and target buyer profile.

  2. 02
    CIM & Teaser

    Marketing materials prepared under code-name.

  3. 03
    Targeted Outreach

    Curated approach to strategic and financial buyers.

  4. 04
    Management Meetings

    Controlled disclosure to vetted parties only.

  5. 05
    LOI & Negotiation

    Multiple offers structured for optimal terms.

  6. 06
    Diligence & Close

    We manage the buyer through the finish line.

Confidentiality First

Your employees, customers, and competitors hear nothing.

Coded Marketing

Anonymous teasers. No identifying details until under NDA.

Vetted Buyers

We screen for fit and capacity before any disclosure.

Controlled Data Room

Tiered access tied to milestones, not curiosity.

Business as Usual

Your operations run uninterrupted throughout.

Seller Qualification

Confidential conversation begins here.

All information is held under NDA. Reviewed personally by a sell-side principal.