We provide complimentary valuation and consultation services to help you understand the value of your business and determine next steps to achieve your goals. We cover many key questions for sellers (see FAQs), such as whether to hire a broker.

After the consultation, we help make 1) connections to qualified buyers, 2) business broker referrals, or 3) introductions to other M&A professionals (lawyers and tax accountants). We prepare you with market knowledge required to evaluate all of your options.

Some business owners who choose to market their business without a broker seek assistance creating marketing materials. We specialize in preparing investor presentations, financial models, and other documents.

We also provide outsourced due diligence support for sellers that are seeking assistance answering financial questions and other diligence requests from buyers and their third party advisors.