Sell your privately held business and secure your legacy
We help lower-middle-market business owners sell their companies for the best possible price, terms, and with confidential expert guidance at every step.
You've spent decades building this. The sale should honor that.
We handle the heavy lifting. The paperwork, the buyer outreach, the negotiation, all of it, so you keep running your business. We work to protect what matters most: your legacy, your people, and your price.
Five plain steps, from first call to closing
Free consultation and Market Value Study
We learn your business and goals, then build a no-cost study showing what the market will likely pay.
Prepare for sale
We organize your numbers in a secure data room (a private online folder for your financial documents) and build professional marketing materials. You keep running your business.
Take it to market, confidentially
We run a competitive, auction-like process using an anonymous teaser (a one-page summary that hides your company's name), so your identity stays protected.
Negotiate the best offer
We gather written offers, an Indication of Interest then a Letter of Intent (a non-binding outline of the buyer's price and terms), and push for the best overall deal.
Due diligence and closing
We coordinate the buyer, lender, attorneys, CPA, and escrow so the deal keeps moving and you know exactly what is happening.
Recent transactions and the owners behind them
Unitech Tool & Machine
Precision manufacturing business sold through a confidential buyer process.
Advantage Asphalt
Owner-led services company positioned to attract strategic and financial buyers.
Big Air Heating & Air
Essential-services company marketed to qualified buyers while protecting confidentiality.
Real people who pick up the phone
A small, senior team of M&A advisors, operators, and industry specialists who guide every sale from first call to closing.
Simple, aligned pricing
We work on a success fee, so we earn the most only when your business sells for the best price and terms. Your goal is our goal. There is an upfront retainer to begin the work, and it is credited back in full against that success fee when your business sells.
Answers, in plain English
Is my inquiry confidential?
Yes. Every conversation is 100% confidential, from your first call through closing. We never share your identity without your written permission.
What does it cost?
Nothing to start. The Market Value Study is free, and we work on a success fee, so we are paid only when your business sells.
How long does it take?
Most sales take roughly 6 to 12 months from first consultation to close, depending on your business and the market.
What is my business worth?
It depends on your earnings, industry, and growth. Our free Market Value Study shows what buyers are likely to pay, with no obligation.
Find out what your business is worth, free
Start with a no-cost Market Value Study and a confidential conversation. No pressure, no obligation.
