Our Services

Practical, confidential brokerage support—sell-side, buy-side, and defensible valuation.

Sell-side process

Your Next Chapter Starts Here

A step-by-step, confidential approach that avoids inflated expectations and wasted time.

  1. Consultation — goals, timing, constraints.
  2. Opinion of Market Value — honest, defensible pricing.
  3. Marketing — targeted outreach under NDA.
  4. Buyer Screening — financial/operational fit qualification.
  5. Negotiation — optimize price, terms, and risk.
  6. Closing — coordinate diligence through funding.

Download Selling a Business Timeline

Buy-side consulting

Find the Right Opportunity

From criteria to close—we help you buy with clarity and discipline.

  • Criteria & Targeting — focus on fit and returns.
  • Evaluations & Teasers — fast screens, deeper dives.
  • Due Diligence — financial, operational, legal coordination.
  • Offer & Terms — structure, risk, and financing options.
  • Closing — timelines, docs, and handoff plan.
Opinion of Market Value

Know Your Value

We apply market, income, and asset methods as appropriate and deliver a clear, defensible report (typically 15–20 pages).

  • Considering a sale
  • Unsolicited offers
  • Estate planning
  • Buy-sell agreements
  • Partner buy-out
  • Family succession
  • Management buy-out
  • Business Planning

How We Work

Consult
OMV
Target
Qualify
Negotiate
Close