Guidance for the Decisions That Change a Business
Whether you’re buying, selling, bringing in a partner, or planning for succession, we help owners understand what the business is worth, what a deal really means, and how to structure it well.
Advisory & Transaction Services
Buy-Side & Sell-Side Advisory
Guidance through the full life of a deal, from first conversation to close.
Quality of Earnings
Sell-side and buy-side QoE with normalized EBITDA, so both sides negotiate from real numbers.
Due Diligence
Financial, tax, and operational diligence on the business you’re buying.
Valuation
Business valuations for transactions, gift and estate planning, ESOPs, and 409A.
Deal Structuring & Working Capital
Asset versus stock structures, reorganizations, rollover equity, earnouts, and working capital targets.
Sale Preparation & Succession
Sale-ready financials and data rooms, plus succession and ownership transition planning.