Understand your goals: exit timing, valuation expectations, legacy concerns, or growth targets.

Review financial statements, operations, and key value drivers.

Identify red flags and opportunities early.

Create a compelling Confidential Information Memorandum (CIM).

Develop a blind executive summary (“teaser”) for anonymous outreach.

Build a secure data room with diligence-ready documentation: contracts, financials, org charts, IP, etc.

Identify and prioritize qualified strategic acquirers, private equity groups, and family offices.

Conduct discreet, targeted outreach to decision-makers—no mass emails.

Manage NDAs and control flow of sensitive information.

Collect and evaluate initial offers based on valuation, structure, and buyer fit.

Prepare management for meetings and Q&A.

Provide insight into buyer intent and potential negotiation levers.

Guide LOI terms: purchase price, structure (cash, earn-out, rollover), timeline, and exclusivity.

Negotiate deal points to protect your interests and maintain competitive pressure.

Evaluate tax and legal implications in coordination with your advisors.

Coordinate and track data requests from buyers and their advisors.

Address issues proactively: accounting, legal, operational, HR, compliance.

Maintain momentum and control narrative throughout diligence.

Collaborate with legal counsel to finalize the Purchase Agreement and ancillary documents (non-compete, employment, etc.).

Support final negotiations around working capital, escrows, indemnities, and closing conditions.

Coordinate wire transfers, regulatory filings, and final deliverables.

Assist with transition planning and integration strategy.

Advise on earn-out mechanics or post-closing adjustments.

Stay available for continued advisory support as needed.