OUR SERVICES

We help founders
sell their businesses.

Understand the buyers. Position the business. Run a thoughtful sale process. Our work connects preparation to the conversations and decisions that shape your outcome.

An illustrative scene of a founder and his wife reviewing offers with Patrick
THE COMPLETE SALE ENGAGEMENT

Sell-Side
M&A Advisory.

From buyer research and positioning to outreach, offers, diligence, and closing support. We help you find buyers with a reason to value your business and work through the decisions that turn interest into a transaction.

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THE WORK THAT SUPPORTS THE SALE

Prepare what matters.

Connected to a full engagement or scoped individually, these services help make the business ready and its value easier to understand.

Valuation Services

Revenue and exit multiples are a starting point. We help you understand what drives buyer value, where your business sits today, and what could strengthen its position.

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CIM Creation

A Confidential Information Memorandum should make the business understandable, credible, and worth a closer look. We bring the operating story and the financial story together.

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Quality of Earnings

A compelling earnings story needs evidence behind it. We help founders prepare for quality-of-earnings diligence, organize the financial narrative, and work effectively with accounting specialists.

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Succession Planning

A strong transition starts long before a buyer arrives. We help you turn founder know-how into a business that a management team can lead—and a buyer can believe in.

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An illustrative scene of a founder guiding Patrick through a workshop
START WITH WHERE YOU ARE

A sale today.
Or a stronger business for tomorrow.

Our sale advisory and exit-planning focus is businesses with $1–10M in annual EBITDA. Growth consulting supports owners below $1M in annual EBITDA who want to build toward a future transition.

We agree the scope around your business, readiness, and priorities, including where your existing advisors or specialist providers should be involved.

THE NEXT CONVERSATION

Let’s talk about your next chapter.

Tell us where the business stands and what you’re thinking about. We’ll start there.

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