M & A Advisory and Business Brokerage

We use our same Values-First approach to help you plan out the next chapter. We get crystal clear with you on what a good exit, transaction or transition looks like for you, for your investors, for your employees, and for all your stakeholders. We help you clearly draw the line between selling your business and selling-out.

Then we craft a bespoke business sales process that puts your values first. Which may or may not be the same as maximizing your enterprise value, after-tax proceeds, or your liquidity at closing. But we can say with certainty, that it will be a process that doesn’t lose sight of your true core values. We spend a lot of time making sure you feel good about what comes next, and avoiding the seller’s remorse so common among people who sell out of alignment with their values. It’s a business sale. Not a “sell-out”.

Like any investment bank, M & A advisor, business broker or sales agent, we will identify a large group of transaction partners, buyers, or investors willing and able to do a transaction at a fair and appropriate valuation. But unlike most of our competitors, we will also vet them according their values, and how closely they match yours.

How do you learn and judge the values of all the buyers? It’s not easy. It’s not something they teach at Harvard Business School. It’s not something you learn on Wall Street. It’s something you can only learn by starting, growing, building, and leading businesses according to your core values, and then actually selling that business to new owners, and seeing how the core values shine after the dust settles.

It’s something we’ve been doing for over 30 years. First with our own businesses, and then helping our clients and our friends achieve the same. We’ve helped hundreds of businesses. We’ve seen it all. The transactions that went well, and the transactions that went poorly, leaving a sour taste in everybody’s mouth. We’ve learned what the difference is.