A sell-side process is not a transaction — it's a story told to the right buyers, at the right moment, with diligence answers prepared before the questions arrive. We architect that story, and we run that process, so that you exit on your terms.
This service is built for the founder or majority shareholder of a profitable mid-market business — typically $10M to $200M in revenue, with $2M to $40M in EBITDA — who is planning a sale, partial recap, or generational transition in the next twelve to thirty-six months.
You are likely thinking about this for the first time. Most owner-operators sell their company once in their lives. We are paid, in part, to compress decades of dealmaking experience into a decision you'll make once.
A sell-side process is not a transaction. It is a story told to the right buyers, at the right moment, with diligence answers prepared before the questions arrive.
Every mandate is run by partners — never delegated to an associate pool. Every deliverable is produced through our AI tooling and reviewed by humans who have actually closed deals.
A defensible valuation range built from comparable transactions, comparable companies, and DCF — anchored to a positioning story.
Anonymized teaser and a designed Confidential Information Memorandum — produced through our AI pipeline, finished by partners.
Strategic and financial buyers, each researched and scored for fit, location, and likelihood — never a generic mass-mail.
A pre-built data room with the answers buyers will ask before they ask, including quality-of-earnings preparation.
A board-grade management deck and rehearsal protocol so you walk into every meeting prepared, not surprised.
IOI & LOI structuring, competitive tension management, definitive-agreement support, and close orchestration with legal.
Most processes take six to nine months end-to-end. Our AI tooling typically saves four to six weeks against a traditional banker timeline by compressing CIM production, buyer research, and diligence prep.
Diligence prep, financial normalization, positioning narrative, CIM, teaser, valuation framework. Weeks 1–6.
Curated buyer list, controlled outreach, NDAs, CIM distribution, initial conversations. Weeks 6–12.
IOIs, management meetings, site visits, LOIs, exclusivity, negotiation of headline terms. Weeks 12–18.
Confirmatory diligence, definitive agreements, regulatory clearance, signing, and close. Weeks 18–24.
We operate on a retainer plus success structure for sell-side mandates that qualify under the federal M&A Broker exemption — companies with under $25M of EBITDA or under $250M of revenue.
"Engagement retainers range from $25,000 to $75,000 depending on scope, paid against a success fee on close. Success fees follow modified Lehman scale and are agreed in advance and documented in writing. We do not earn on capital raises, debt placements, or any work outside the qualifying mandate."
Before you engage an advisor, run our M&A Readiness Score. Twelve questions, five minutes, and a private report on where you stand against typical exit-readiness benchmarks across financial hygiene, customer concentration, growth, and governance.
Make sure you have someone in the room who has done it many times. Thirty minutes, no pitch, no obligation.