M&A Advisory
Advisory organized around one transaction — yours.
Most owners sell a company once. Our services are built to help you decide when, prepare well, and run a sale with the discipline buyers already bring to the table.
- Focus
- Sell-side only
- Company size
- Typically $3M–$25M revenue
- Coverage
- National
Services
Three ways we work with owners.
Each engagement can stand alone or lead into the next. Many owners begin with a valuation or exit plan and move to a sale when the timing is right.
Why Sell-Side Only
We represent owners. Not buyers.
Advising only sellers removes a common conflict of interest. Our role in every engagement is to protect your outcome — price, terms, confidentiality, and the people who depend on the business.
Operator judgment
Leadership with experience running and transacting public and private companies.
Financial rigor
CPA-level analysis of earnings, working capital, and diligence exposure.
Process discipline
A defined sequence that creates competition and preserves leverage.

