M&A Advisory
Sell-Side Representation, Start to Finish
We run the whole process — preparing the business, finding the buyers, negotiating the deal, and getting it closed. We work for you and only you.
Who we work with
- California owners selling companies valued under $10 million
- Typically $500,000 to $3 million in EBITDA, one or two owners
- Usually still involved in running the business day to day
What We Do
Four things, in order, over six to twelve months.
Craft your value story
A prospectus that puts your financials, your margins and your growth in the frame a buyer actually evaluates.
Manage buyer outreach
A structured, confidential approach to a targeted list of strategic acquirers and private equity buyers. You see the list.
Negotiate structure
Price, terms, earnouts, reps and warranties, closing conditions. All of it, on your side of the table.
Run diligence and close
We anticipate the sticking points and keep it moving — this is where most deals die — and do not stop until the money is in your account.
How a Process Actually Runs
A sale is not an event. Four overlapping stages, six to twelve months end to end.
Preparation1–3 months
Recast the financials and document the addbacks so they survive scrutiny. Most of what determines your final price is decided here, before a buyer has seen anything.
Outreach1–3 months
Build the buyer universe and approach it on a blind basis. You decide who is excluded.
Negotiation1–2 months
The objective is more than one credible offer at the same time. That is the entire mechanism by which price moves.
Diligence to close2–4 months
The buyer verifies everything. Deals die here, almost always over something the seller already knew. Our job is to have found it first.
What we will not do
We do not represent buyers, so no relationship on the other side of your deal outlasts it. And we will not take an engagement where the honest answer is that you should wait a year and fix two things first.