Committed to supporting business owners and founders in the underserved lower-middle market
Selling a Company
Selling your company is a complex process that you might only go through once in a lifetime. Understanding your values, potential fit, and the very best sell strategy are the first steps to achieve the best price and terms at the end of the path.
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You (and your company) deserve to get support from the real experts. We are committed to accompany and advise you through the sale process and greatly increase the likelihood of selling your company at the optimum price.
Strategic Process
Evaluate bids and terms

Evaluate bids and terms

Management meetings

Management meetings

Identify Growth Strategies and Sucess Paths

Identify Growth Strategies and Sucess Paths

Prepare Pitch Deck, Executive Summary and Confidential Information Memorandum

Prepare Pitch Deck, Executive Summary and Pitchbook

Prepare standard NDA

Prepare standard NDA

Post No Name Summary to M&A Portals

Post No Name Summary to M&A Portals

Email and Telephone Marketing campaign

Email and Telephone Marketing campaign

Host intro calls with the CEO and investors

Host intro calls with the CEO and investors

Push for IOIs

Push for IOIs

Push for LOls

​Push for LOls

Support Negotiations and final due diligence

Support Negotiations and final due diligence

Close deal

Close deal

Company Valuation
Before selling your company we need to understand its value. Many company owners think they know how much their company is worth but, actually, they are taking serious risks undervaluing their largest asset.
Maximizing your company’s value is the main objective. Therefore, a well thought out valuation including fact-based arguments is fundamental for your transaction. Get your Value Builder Score today.
Strategy Development
We work with you on developing and implementing growth strategies to successfully bring the future to your company and take it to the next level. Create unique value and grow your business with personalized strategic planning.
Mastermind Groups
Request an invitation to join one of our mastermind groups focused on helping you grow the value of your business. You’ll meet monthly with your peers at other companies and process the most important issues facing your business. We’ll learn together about how to be our best selves and grow continuously toward opportunity.