Frequently Asked Questions

SECTION 1: FOR SELLERS

1. When is the ideal time to sell my business?
Optimal exits occur during peak performance and growth. Waiting for a downturn reduces your leverage and final sale price.

2. How is my company’s value determined?
We analyze normalized EBITDA, risk profiles, and current market multiples from similar industry transactions to ensure an accurate valuation.

3. What is the typical closing timeline?
Most mid-market sales take 6 to 12 months, encompassing preparation, marketing, due diligence, and final legal closing.

4. What documentation is required for the sale?
Be prepared with five years of audited financial statements, tax records, key contracts, and detailed customer lists.

5. How do you protect my company’s confidentiality?
We utilize strict NDAs and controlled data releases to ensure your staff, vendors, and clients are unaware of the transaction until appropriate.

SECTION 2: FOR BUYERS

1. What types of businesses do you represent?
We focus on mid-market companies with revenues up to $30M that offer strong value-creation potential for strategic investors.

2. How do you source high-quality acquisition targets?
We leverage proprietary networks and targeted outreach to find prospects that align with your financial and cultural goals.

3. What does your due diligence process involve?
We conduct a thorough audit of financial, legal, and operational pillars to validate your investment thesis and uncover hidden risks.

4. How are deals typically structured?
Most transactions include a mix of liquid capital at closing, vendor financing notes, and performance-based earn-outs.

5. What are your professional service fees?
Our transparent structure includes a standard retainer and a success-based fee calculated on the final transaction value.

SECTION 3: FOR ADVISORY PARTNERS

1. How do you work with a client’s legal counsel?
We manage negotiations and valuation while partnering with your legal team to ensure contract accuracy and statutory risk mitigation.

2. In what way do you support accounting firms?
While we manage the transaction lifecycle, we look to you for tax optimization and financial reporting to maximize client net proceeds.

3. Why is early M&A engagement beneficial?
Involving us early allows for better strategic positioning and ensures the client remains proactive rather than reactive during talks.

4. How do you communicate with other advisors?
We provide frequent updates and documentation access through dedicated channels to keep lawyers and accountants aligned on timelines.

5. Do you offer referral or co-advisory models?
Yes. We provide collaboration frameworks that respect your existing client relationships while adding our specialized M&A expertise.