Our Services
Everything you need to exit on your terms.
From the first exit readiness assessment to the wire hitting your account, Jackim Woods & Co. provides end-to-end advisory for owners of the lower middle market.
Partner-Led Engagements
Core Services
Five services. One mission: maximize your exit.
Sell-Side M&A Advisory
Our flagship service. Full-cycle sell-side advisory from preparation through close.
- Exit readiness assessment
- CIM & financial model preparation
- Competitive bidding process
- Due diligence management
- 6–18 month preparation phase
- Strategic & financial buyer outreach
- LOI & purchase agreement negotiation
- Close coordination & wire confirmation
Buy-Side Advisory
A structured corporate development program that finds and closes the right acquisition targets.
- Document acquisition criteria
- Industry research to identify targets
- Prepare buyer profile
- Target outreach
- Introductory calls with the target
- Introductory calls with target & client
- LOI & purchase agreement negotiation
- Due diligence management
Exit Planning
For owners 1–5 years from exit who want to maximize value before going to market.
- Personal & business exit goal alignment
- Value driver identification
- Business valuation & gap analysis
- Exit option analysis
- Buyer fit analysis
- Operational improvement roadmap
- Capital gains minimization roadmap
- Annual exit readiness reviews
Business Valuations
A realistic, defensible range grounded in current market conditions and real comparables.
- Online value calculator (free)
- Broker's opinion of value (free)
- Calculation of value
- Section 59-60 / full valuation
- Comparable transaction analysis
- EBITDA normalization
- SBA financing test
- Formal written valuation report
Expert Witness Services
Litigation-grade financial and M&A testimony from a former M&A attorney.
- Business valuation disputes
- Shareholder & partnership litigation
- Damages quantification
- M&A standard-of-care matters
- Deposition & trial testimony
- Rebuttal report preparation
- 25+ years of transaction context
- Published, credentialed expert
How We Work
A 5-phase, 67-step process. Built for founders who don’t want surprises.
01
Assess
Readiness & valuation
02
Prepare
CIM & positioning
03
Market
Buyer outreach
04
Negotiate
LOI & terms
05
Close
Diligence to wire
Start Here
Not sure which service fits?
Start with a free valuation. We’ll point you to the right next step.