Start the conversation

Tell us about your company.

A short note is enough. We’ll reply personally — no drip campaigns, no sales scripts. Trust comes before the transaction.

What happens next

  1. 01

    We read it. Personally.

    Your note goes to a person, not a pipeline. You’ll hear back within 48 hours.

  2. 02

    A straight conversation.

    Where you are, what you want, and what’s in the way. No pitch. If there’s an offer on the table, bring it.

  3. 03

    What we’d do first — or who you should call instead.

    If it makes sense to work together, we tell you where we’d start. If it doesn’t, we tell you that too.

Useful, not required

Last year’s P&L and balance sheet. A rough timeline. Who else is already involved — a broker, an attorney, a buyer. None of it is needed to start.

Confidential

Everything you share stays between us. We don’t share your information, and we don’t add you to any list. See our privacy policy.

Strategy · Systems · People · Results

Where are you on the timeline?

Before you write

Three questions we hear most.

All questions

I’ve received an unexpected offer. What should I do first?

Don’t sign anything — including a Letter of Intent — until you have independently determined what the company is worth and have a transaction attorney and a transaction CPA in place. Your advisers are most valuable before you agree to the terms you’ll later ask them to protect. Then talk to us about transaction readiness.

How long does it take to get a company ready to sell?

Three to six months is transaction-preparation mode: find the problems fast, organize the information, fix what can be fixed. One to two years is enough time to change what the company is worth. Either way, cleaning up the financials starts immediately.

I’m not planning to sell. Is this still for me?

Yes. The work that makes a company sellable — margins, management, systems, less dependence on the owner — is the same work that makes it a better business to own. Many owners start there and decide about selling later, on their own terms.