M&A Advisory
Guidance for buying, selling, or planning a future exit.
Every deal is scoped individually. Here's where most clients start.
Sell-Side Readiness
Starting at $5,000
Flat project fee
Buyer-ready financial packages, valuation positioning, and a data room built to hold up under diligence.
Due Diligence Support
$250/hr or $7,500+
Buy-side or sell-side
Financial due diligence and quality-of-earnings review, so you enter negotiations with no surprises.
Full Transaction Advisory
Retainer + success fee
Typically 1-3% of deal value
End-to-end support from valuation through close, coordinated with your attorney and lender.
Every engagement starts with a free, confidential review of your transaction.
Common Questions
What size deals do you work on?
Owner-operated service businesses, where large investment banks aren't a fit.
Do you find buyers or investors?
We prepare your business and support negotiations. Sourcing is scoped case by case.
I'm not ready to sell. Can you still help?
Yes. Many owners start 12 to 24 months ahead to strengthen valuation early.
Thinking about buying, selling, or exiting?
Start with a free, confidential review.
Discuss Your Transaction