We prepare your firm for sale,
and take you to market when you're ready.
We work exclusively in professional services. The dynamics that drive your valuation are specific, and generic exit advisory misses them.
Our team brings 25+ M&A transactions and 300+ engagements, from both sides of the deal table. We've closed deals as buyers and guided founders through sales as advisors. We know what buyers look for, what they discount, and what makes them walk away, because we've sat in that chair too. That perspective is what we put to work for you.
HOW WE WORK
Most engagements move through two phases: get your firm exit-ready, then take it to market. The sequence matters because gaps a buyer finds during diligence become leverage against you at the deal table. We find them first and close them.
01 Diagnose
Our diagnostics are proprietary, purpose-built for professional services value creation. We surface what's hiding in your data, your relationships, and your delivery model.
02 Plan
We build a roadmap that fits your reality. The right priorities, sequenced for the resources you actually have, and built around outcomes that move firm value.
03 Execute
We don't hand you a deck and disappear. We work alongside your team as operating partners — taking work off your plate, not adding to it.
The 8 Dimensions of Exit Readiness
Every discount a buyer applies comes from somewhere. The difference between your headline offer and what you actually pocket comes down to how your firm scores across eight dimensions.
We assess each one, identify what a buyer would use against you, and fix it before they get the chance.
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Where do you stand against current market multiples — and what's costing you valuation? We benchmark your firm across 8 dimensions buyers care about, surface the discounts buyers will apply, and build a roadmap to close the gap. Whether you're 12 months or 5 years from exit, this is where the work starts.
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