A complete advisory platform

Six disciplines, one standard: institutional. Whether you are selling, buying, planning an exit, or preparing for one, every engagement is run by a principal with a single point of accountability.

Sell-Side

Exit & Sale Advisory

A complete, principal-led mandate to sell your company — valuation through closing — executed with institutional discipline and total discretion.

Market-anchored valuation with defensible documentation
Full offering memorandum and professional data room
Competitive, time-boxed process run by a principal
Negotiation management across price, terms, and risk
Buyer screening through financial qualification and intent verification
Coordination with your CPA, attorney, and wealth advisor

Advisory

Business Valuation

Know exactly where your company stands in the current market — before you commit to any process.

Normalized earnings analysis (SDE and EBITDA frameworks)
Benchmarks against live, transaction-based market data
Adjustments buyers actually make — so your starting number is right
A written range you can use with lenders and advisors
The five value levers specific to your business

Sell-Side

Confidential Marketing

A staggered, NDA-gated market release that protects your operation while creating competition for your business.

Non-identifying teaser circulated to a screened buyer universe
NDA and non-circumvention agreements with every contact
Phased information release — identity protected until you approve
All meetings offsite; no employee or customer exposure
A vetted shortlist of 8–12 serious, funded buyers

Buy-Side

Buy-Side Representation

First access to vetted opportunities, disciplined diligence, and aggressive negotiation — at no cost to you.

Acquisition search across open and off-market channels
Criteria-matched sourcing — no tire-kicker mailings, ever
CIM interpretation and normalized-earnings analysis
Diligence management alongside your CPA and attorney
LOI strategy, negotiation, and structure design
Wholly seller-paid: you pay nothing for representation

Planning

Succession & Exit Planning

An eighteen-month roadmap that builds exit value where it is actually created — long before the process begins.

Owner-dependency reduction and management bench-building
Customer concentration strategy and contract renewal plans
Financial hygiene and documentation remediation
Deferred-maintenance and presentation upgrades
Valuation tracking: see your price move before you sell

Post-Close

Post-Close Transition

A structured handover that protects the purchase price — and the business — after closing day.

30–120 day owner transition frameworks
Earn-out design, tracking, and milestone management
Key-customer and key-employee introduction protocols
Escrow and note administration support

The Difference

Why owners choose an independent firm

Principal-run

Your mandate is led by the person you met. No franchise layer, no hand-offs, no phone-tree brokerage.

One side, exclusively

We never represent both sides of a transaction. It is why sellers confide and buyers compete.

Confidential by design

Information is released in stages, under NDA, only to financially qualified parties. A permanent policy, not a request.

FAQ

Common questions, answered plainly

Are you a franchise or an independent firm?

An independent, principal-owned firm. You work with the people who run the firm — there is no franchise layer, no desk staff pitching deals, no hand-off to a junior associate at the critical moment.

What size businesses do you represent?

We focus on established businesses from roughly $1M to $15M+ in value — the segment where owners most need institutional discipline and least often receive it.

Do you handle both buyers and sellers in the same deal?

No. We represent one side per transaction exclusively. This is a hard rule, and it is why both buyers and sellers trust the process.

What does a typical engagement cost?

Sell-side: a modest engagement fee offset against a success fee on consideration. Buy-side: no cost to the buyer. Every fee is written, explicit, and agreed before work begins.

How do you source buyers?

A curated network of 2,400+ qualified buyers — SBA searchers, cash buyers, family offices, strategic acquirers — screened for funding and intent before they ever see a company name.

Can you help with financing?

We structure and coordinate financing — SBA 7(a), conventional, seller notes — alongside buyers and their lenders, and we are candid about what will and will not fund at any deal size.

Take the First Step

Not sure which service fits? Start with a conversation.

Tell us where your business stands and what you're trying to achieve. We'll tell you what we'd do — and whether we're the right firm to do it.

Talk to a Principal Current Listings