Sell your small business for maximum value.
Whether you're retiring or simply ready for the next adventure, we turn your equity into realized wealth.
ABOUT YOU
Who we help: Our mission
You might be retiring or simply ready for the next adventure.
Either way, it's time for you to unlock value from the equity you've built in your small business.
You've worked too hard to leave hundreds of thousands on the table and traditional M&A advisors could cost you just as much.
You need big business results for small business prices. That's what we're here to do. Let's see how we can be of service.
SERVICES
How we help you
PROCESS
So how does it all work?
1 HOUR
Initial Consultation (free)
Let's understand your business and personal objectives. You'll then receive a tailored exit strategy outlining your exit readiness and how we'd approach the sale all prepared free of charge.
Exit readiness assessment
High-level industry-specific insights
Preliminary exit strategy
2 WEEKS
Deep Discovery
If you decide we're a good fit, we'll begin a deep dive into your business. You'll receive an exit checklist and we'll begin compiling all the necessary metrics & financials.
Exit checklist
Guided data collection
Context-setting meeting
5 DAYS
Valuation, Analysis, and Presentation
We'll model your metrics & financials to price your business and draft a compelling exit narrative. Our proprietary AI will also identify and proactively address red flags before buyers can.
Confidential Investor Memorandum (CIM)
Financial model & proposed sale price
Professionally prepared pitch deck
Red flag report
Investor-grade data room
4 WEEKS
Go to Market
We'll generate a deep buyer list and begin engaging discretely. Our AI will adapt the pitch to each buyer's unique selection criteria to maximize offers and drive up your sale potential.
Curated buyer list
Personalized discrete outreach
Structured concurrency for competitive pressure
LOI collection
2-4 weeks
Diligence & Negotiations
We'll help you field offers (LOIs) and negotiate the deal that best aligns with your goals. We'll also manage buyer requests so you can stay focused on your business and create momentum.
Find your ideal buyer
Guided negotiations that protect your upside
Accept the best offer
ACTIVELY MANAGED
Closing & Transition
Congratulations! Your wire is on its way. We'll review your transition plan and continue to support you by connecting you to tax and wealth professionals so you can continue to grow.
Transition plan review
Wires
PRICING
Small biz prices, big biz results.
Selling your business is a significant decision, and traditional brokerages can take a big bite out of your hard-earned equity. Our technology allows us to deliver outsized results at a fairer price.
CONTACT US