Turn your life's work into your life's reward.
We help business owners prepare for a successful exit—whether you're 6 months or 6 years away. Get clear on your options, maximize your value, and exit on your terms.
Services
We are former PE investors with deep M&A expertise. Having reviewed thousands of deals - our "buyer's lens" helps us identify and fix what's needed to achieve your optimal outcome.
1. Assess
We evaluate your business from a buyer’s perspective, focusing on red flags, financial hygeine, value drivers, and transferability. This baseline assessment gives you a professional, investor-ready roadmap you can use to prepare internally or with outside advisors.
2. Improve
You stay focused on the day-to-day. We drive initiatives that increase your valuation and optionality. This includes a financial cleanup, KPI tracking, team upgrades, buy-side M&A advisory, systems implementation, website polish, and anything that makes your business more transferable and attractive.
3. Go-To-Market
Whether you’re going direct to buyers or through a broker/banker, we prepare you for the process—professionally and strategically. We anticipate diligence questions, create investment grade materials, and deliver a bulletproof sell-side narrative.
CLIENTS & INDUSTRIES
We focus on middle-market low tech companies.
Our belief is that great businesses can exist in any sector of the economy. However, we find that most of our methodologies apply to companies in the United States with revenues from $5M to $100M in the following.
