Sell-Side M&A Advisory
Selling the company you built.
This is the firm's core work: running a competitive sale process for owner-operated companies — solving for after-tax proceeds, not headline price.
Who this is for
Owner-operated, $2M–$50M in revenue
Companies where the owner still runs the business — in Home Services, Manufacturing, Technology, and Healthcare. If that's you, you've probably already had a buyer call you. One buyer isn't a process, it's a negotiation you're losing.
What we actually do
Run the process we ran for ourselves
We secret shop the market before your name is attached. We build the materials buyers underwrite from. We bring the operators and independent sponsors who aren't in any database — 100+ active buyer relationships — and put them in competition, 3 to 10 bidders per process.
What you keep
Structure decides what you keep
F-reorg, stock sale, 338(h)(10), rollover — the structure conversation is worth as much as the price conversation. We model every offer down to after-tax proceeds and negotiate terms alongside price.
Timeline
Month by month, no surprises
The whole process, from the valuation read to the wire clearing, is laid out on our Process page — including the part where diligence finds something.
Get a real number
Request a confidential valuation read.
Call David. He'll give you a real number, and if this is the wrong year to sell he'll tell you that instead.