Tools for considered transitions.
Three quick instruments and one direct line. Each built to give an owner-operator a sharper view of the market before the first phone call.
Four tools.
Estimate your business worth.
A 60-second industry-specific valuation tool. Net-profit-based midpoint with growth and quality adjustments. Reviewed personally by a principal before any reply.
Are you ready to lead?
Nine-question self-assessment with a confidential score band (Low, Medium, High) and a clear next step.
Who would buy your business?
Request a hand-prepared brief mapping the strategics, sponsors, family offices, search funds, and HNW principals likely to fit your profile.
Skip the tooling. Call a partner.
If you are within twelve months of a transaction, the fastest path is a direct call. We answer the desk ourselves and reply within one business day.
Before the first call.
A short sequence we walk through with owners ahead of any mandate. The same questions a partner asks on day one.
Anchor a defensible value range. Even wide, it anchors every later negotiation.
Know which acquirer cohort you ultimately sell to. It shapes structure and speed.
Twelve months of preparation typically produces materially better outcomes than reactive process.
When the inputs feel resolved, a confidential conversation closes the loop.