We advise founders through the complexities of ownership transition, succession, and liquidity events. Our M&A advisory services are designed to prepare businesses for transactions and guide owners toward outcomes that protect legacy and maximize value.
Areas of focus:
- Transaction Readiness Assessment
Evaluation of operational, financial, and organizational preparedness to identify risks and priorities ahead of a sale or liquidity event.
- Valuations
Independent, defensible valuations to support decision-making, negotiations, succession planning, and transaction strategy.
- Succession Strategy Design
Tailored succession and transition strategies aligned with the founder’s goals, whether through sale, internal transition, or alternative liquidity paths.
- M&A Process Guidance
Hands-on guidance through each stage of the M&A process, from preparation and positioning to diligence, negotiation, and close.