— Services

Four services, one focus.

Done-with-you advisory for owners and buyers of $1M to $5M businesses. Pick one or combine them through the lifecycle of a transaction.

— 01

Business valuation

Defensible valuation reports. 7 to 14 days. Flat fee. Used for sale planning, partnership decisions, lender review, or just to know what you have.

$1,500 – $4,500 → — 02

Sell-side advisory

Full-scope representation. Valuation, CIM, confidential buyer outreach, LOI negotiation, due diligence, definitive agreement, closing.

Retainer + success fee → — 03

Buy-side advisory

For individual buyers, ETA, search funds, and family offices. Independent valuation review, LOI, diligence coordination, structuring.

Retainer + success fee → — 04

Exit planning

For owners 2 to 5 years out. Value building, owner-independence transition, tax planning, mock diligence. Quarterly cadence.

Quarterly engagement →

— Not sure where to start?

Tell us what you're working through. We'll point you to what fits.

Start a conversation →