Timing usually reflects three things: your personal readiness, the company's performance trend, and market conditions. A confidential conversation can help you weigh all three without committing to anything.
Value depends on normalized earnings, growth, customer concentration, the strength of your team, and the buyers interested in your industry. Our valuation review gives you a realistic range and explains what drives it.
Buyers see no identifying information until they sign a nondisclosure agreement, and we screen who receives the full information package.
Our engagements typically involve transaction values of $5 million to $100 million. If your company is smaller or you are planning several years ahead, we are still glad to talk.
We are generalists at heart. We are most at home in industrials and manufacturing, logistics, recycling, polymers, fabrication and rigging, and insurance, and we bring growing experience to service-based businesses and SaaS companies.
Yes. We work alongside your attorney and CPA, and we welcome their involvement from the start.
A first conversation is confidential and carries no obligation. Many owners begin with our Exit Readiness Checklist.
