Flagship Service
Sell-side representation, run like a public-company transaction.
We prepare, position, and sell your company through a controlled competitive process — so the price is set by competition, not by the first offer.
At a glance
- Revenue range
- $3M – $25M
- Typical timeline
- 6 – 9 months*
- Buyer universe
- Built per engagement
- Fee structure
- Success-weighted*
*Draft figures — to be confirmed by client.
What Representation Includes
01
Quality of Earnings Recasting
Our CPA-led team normalizes owner compensation, one-time expenses, and related-party items to present adjusted EBITDA that survives buyer diligence — before buyers find it themselves.
02
Confidential CIM & Marketing
A blind teaser, then a boardroom-grade Confidential Information Memorandum released only after a signed NDA and buyer qualification.
03
Curated Buyer Mapping
A bespoke list of strategic acquirers, PE platforms, family offices, and qualified individuals — prioritized by fit, capacity, and likelihood to pay a premium.
04
Re-Trade Defense
Post-LOI price erosion is the most common way owners lose value. We pre-empt diligence findings and maintain back-up bidders to hold the line.
Timing Expectations
From engagement to wire transfer.
Weeks 1–6
Preparation
QoE, valuation, CIM
Weeks 6–12
Marketing
Outreach, NDAs, IOIs
Weeks 12–16
Negotiation
Management meetings, LOIs
Weeks 16–28
Diligence & Close
Definitive agreement, wire
Fee Expectations
Aligned with your outcome.
Our compensation is weighted to the success of your transaction. A modest engagement retainer funds preparation work — QoE, valuation, and the CIM — and the balance is earned only at close. Exact terms are discussed in the first confidential meeting.
Client approval required: Fee structure and timeline language must be confirmed before publication.
Engagement retainer
Credited against success fee
Success fee
Percentage of enterprise value, tiered
No hidden costs
Data room and marketing included
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