Sell-Side M&A Advisory
A structured, 10-step process built to maximize your exit.
Every sell-side engagement follows the same disciplined process, run personally by a partner from first call to closed wire — so nothing falls through the cracks.
Partner-Led Engagements
Our Process
10 steps, start to finish.
01
Market Assessment & Valuation
A defensible fair market value range grounded in capitalization of earnings and comparable transaction data — the foundation for every decision that follows.
02
Exit Readiness Assessment
A candid look at how your business will hold up under buyer scrutiny — customer concentration, management depth, financial cleanliness, and more.
03
Value Enhancement Recommendations
Specific, prioritized fixes to close the gap between what your business is worth today and what it could be worth at close.
04
Data Room Setup
A secure, organized virtual data room built ahead of buyer outreach, so diligence never stalls your process.
05
CIM & Financial Model Preparation
A compelling, accurate Confidential Information Memorandum and normalized financial model that tells your story to buyers.
06
Industry Research to Target the Right Buyers
A curated, research-backed list of strategic and financial buyers most likely to pay a premium for your specific business.
07
Strategic & Financial Buyer Outreach
Confidential, competitive outreach that creates real leverage among multiple qualified buyers — not a single take-it-or-leave-it offer.
08
LOI & Purchase Agreement Negotiation
Every term — price, structure, reps and warranties — negotiated with a former M&A attorney's eye for what sinks deals late.
09
Due Diligence Management
We run point on every buyer request, keeping the timeline on track and your team focused on running the business.
10
Close Coordination & Wire Confirmation
Every closing document, signature, and wire instruction confirmed and coordinated — through the moment funds land in your account.
Our Fees
An upfront retainer, plus a success fee at closing.
Our fee structure aligns our incentives with yours: a retainer to fund the work upfront, and a success fee that's only earned when your deal closes.
Upfront Retainer
Funds the preparation work — valuation, readiness assessment, CIM, and buyer research — before outreach begins.
Success Fee at Closing
Paid only when your transaction closes. Both fees scale with the size and complexity of your business and the process required to sell it.
Our fees are industry standard, consistent with the annual Axial M&A fee survey. We'll walk through exact numbers for your engagement during a confidential discussion.
Ready When You Are
Let's have a confidential discussion about your options.
No pitch, no pressure — just a straightforward conversation about where you stand and what's possible.