Hard work deserves a great outcome

We help you earn the outcomeexitoutcomefuture you've worked hard for.

We've been where you are. We've built companies, made hard calls, and sat on both sides of a deal. That's exactly why we know how to help you maximize what you have built.

Book a free 1-on-1 What's my business worth?

30 minutes. No pitch, no pressure, no obligation.

Why use an advisor

We fight for you.

Working with us puts you in control and forces investors to compete. That means more offers, more value, and more leverage on the terms that align with your needs and expectations.

Well Earned

On your ownWorking directly with an investor

Sale price

28% more

High risk of landing at or below what the business has earned

Offers received

20% more

Only one

Terms

Negotiated in your favor

You are at the mercy of theirs

Success rate

33% higher close rate

High risk of never getting over the finish line

Time to close

15% faster

High risk of taking longer than expected

Your effort

Hands-on guidance throughout

A significant amount of your time required

Figures reflect typical outcomes for owner-led sales run through a competitive process versus a single unrepresented buyer.

Book a free 1-on-1

What's your company worth

Value isn't a multiple. It's a case you have to make.

Two companies with the same free cash flow before tax can sell for wildly different prices. The difference is what a buyer believes about risk, and what happens to the business after you leave. Here's what actually moves the number:

Clean books

Numbers that hold up when a buyer's accountants start pulling on them.

How spread out is your revenue across your clients

How much of your revenue is dependent on a single client?

How much runs through you

What stops working well if you are not there? And how easy is this to fix?

The growth story

The last three years tell a story — buyers will pay more for what the next three can bring.

How many buyers are at the table

One buyer is a conversation. Six buyers is a market.

Get a no-cost value range CTA #2 — short form, we come back with a range and the two things holding it down.

How we do it

A process built to create competition.

Every step exists to do one thing: put you in front of more than one serious buyer at the same time.

Weeks 1–4

Prepare

We clean up the financials, work out what the business really earns, and give you an honest read on what a buyer will push back on. Then we fix what we can before anyone sees it.

Weeks 4–6

Position

We build the materials — one-page summary, company presentation, financial model — that tell the story your P&L can't tell on its own.

Weeks 6–12

Go to market

A short list of buyers we pick on purpose — competitors, family offices, private equity — approached quietly and all on the same clock.

Weeks 12–18

Negotiate

We put the offers side by side and look past the headline price: how much is cash at closing, how much depends on the business hitting targets later, and what happens to your people.

Weeks 18–30

Buyer inspection & close

The buyer digs through everything. We handle the document requests and the back-and-forth so you can keep running the business. Deals die here, and it costs real money.

After close

Transition

Whatever your handoff looks like — 30 days or three years — we help you land it.

How long it takes

Six to nine months, typically.

Some close in four. Some take eighteen. The biggest variable is how ready the business was on day one — which is why the first conversation should happen a year before you think you need it.

Month 1Prepare

Months 2–3Position & launch

Months 3–5Offers & negotiation

Months 5–8Inspection & close

Thinking about it

2+ years out. Best time to talk — small changes now move the number a lot later.

Getting ready

12–24 months out. We help you clean up and build the story.

Ready now

Buyer knocking or clock ticking. We can move.

Who we are

Operators first. Bankers second.

We are business owners ourselves. We've run companies, made payroll, bought competitors and sold what we built. We understand from experience what you have accomplished to get to this point. Our experience working for private equity and as board members advising companies on numerous acquisitions and exits provides unique insights from the other side of the table to deliver you an optimal exit.

Whitfield Athey

Co-Founder

I spent a decade on Wall Street at Lehman Brothers and two decades alongside private equity firms like Accel-KKR. Now I bring that to everyday founders navigating the biggest deal of their career.

Peter Kocmond

Co-Founder

I’ve spent three decades building strategy and business units at firms like JPMorgan and Merrill Lynch, while also launching a few companies of my own. I’m excited to bring that experience to business owners, from the first conversation to the closing table.

What we do for you

Build the story behind your numbers
Bring several serious buyers to the table at once
Sell on what the business will do next, not just what it did last year
Handle the paperwork so you can keep running the place
Get paid when you do

No cost, no obligation

Ask us anything about selling your business.

A 30-minute call with one of the partners. Bring whatever's on your mind — what it might be worth, whether now is the time, what happens to your people, how to tell your family. If we're not the right fit we'll say so.

You will not get a pitch deck, a drip campaign, or a call from a junior associate.

Common questions

Straight answers.

How do you get paid?

We get paid when you get paid, and our number goes up when yours does. We'll walk you through the whole thing on the first call.

Is this confidential?

Yes. Nothing goes out with your name on it until a buyer signs a confidentiality agreement.

How big a company do you work with?

Roughly $1M–$10M of free cash flow before tax. Any industry, anywhere in the U.S.

I already have a buyer. Do I need you?

Especially then. One buyer and no advisor means you're negotiating alone against someone who does this for a living.

What if I'm not ready to sell?

Good. That's the best time to call.

Book a free 1-on-1