Start a conversation

Home / Services / Sell-side M&A advisory

Services

We run the sale so you can keep running the company.

For owners ready to sell or responding to inbound interest.

Start a conversation → See the done deals

Owner questions

The questions owners ask before deciding to sell.

What is it actually worth?

A range grounded in comparable transactions, adjusted for your margins, concentration and owner dependence. You get it early, before anyone is invested in a number.

Who would buy it?

Strategics, platforms, and the serial acquirers already buying in your sector.

Will my people be looked after?

Retention, roles and culture are negotiable, but only if they are raised before price is settled.

What will it cost me?

A modest retainer for preparation and a success fee at closing. Most of what we earn depends on getting you across the line.

What buyers pay for

Value the market actually rewards.

Recurring revenue

Contracts, repeat customers and predictable demand reduce the risk a buyer is underwriting.

Management depth

A business that does not depend on you personally is worth measurably more than one that does.

Clean financials

Reviewed statements and defensible add-backs prevent the price erosion that happens in diligence.

Customer diversity

Concentration above a quarter of revenue is the single most common reason offers come in low.

Process & safeguards

A more strategic M&A process.

Selling a business isn’t finding a buyer. It’s creating options, protecting value, and weighing the full impact of every offer.

01
Strategic buyer research Strategic acquirers, PE platforms, serial acquirers, adjacent industries.
02
Buyer universe development The right buyers with a reason to value the business, not an obvious list.
03
Buyer-focused positioning Frame what makes the company valuable to specific buyer groups.
04
Professional transaction materials A CIM that positions the business, not one that just summarizes it.
05
Confidential outreach A controlled, confidential approach to qualified buyers.
06
NDA & buyer process management Buyer education, NDAs, and process timing held in lockstep.
07
Deal structure planning Cash at close, earnouts, seller notes, rollover, working capital.
08
LOI comparison The real economics behind each offer, apples to apples.
09
Due diligence coordination Prepare, respond, and keep the transaction moving.
10
Value defense through closing Prevent value leakage between the signed LOI and close.

Proof

Recent transactions.

All done deals →
Metal fabrication

Precision sheet-metal fabricator, Western NY

Sold to a strategic acquirer

8 competing offers

Outcome
Dental / DSO

Six-location dental group, Upstate NY

Recapitalized with a DSO platform

Owner retained 25%

Outcome
Industrial services

Family-owned industrial contractor

Management buyout

Second-generation transfer

Outcome
Food & beverage

Specialty food manufacturer

Sold to a private-equity platform

Above initial range

Outcome

FAQs

Before we start, owners usually ask these.

How long does it take?

Roughly nine months from the start of preparation to closing for a well-run process. Rushing is where value is lost.

How do you keep it confidential?

Buyers see an anonymous profile and sign an NDA before they learn your identity. Staff and customers find out when you decide.

Do I have to sell the whole thing?

No. Recapitalizations let you take significant money off the table, keep a stake and stay involved.

How much of my time will this take?

A handful of hours a month in preparation, then a concentrated stretch of management meetings. You keep running the company. That is what buyers are paying for.

What is my company worth?

A range first, based on what comparable businesses in your sector actually sold for, then adjusted for margins, customer concentration and how much of the business runs through you.

What if I change my mind?

You can stop at any point. Nothing is binding until you sign a purchase agreement.

Ready to explore your options?

Tell us where you are. We’ll tell you honestly whether this is the right engagement, or whether something else is.

Start a conversation → Call 716.847.1485

Confidential, no obligation, and no fee unless we close.