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M&A Readiness:
Maximize Value, Minimize Risk.

Strategic advisory for lower and middle market companies navigating their first sale or complex acquisition. 

Why Pre-Engagement Consulting Matters:

Reduce Fees:

Avoid paying significant monthly investment banking fees when the company is not ready.

Optimize Timing:

Enter the market at the optimal time.

Avoid Costly Obstacles:

Resolve internal corporate and legal issues early.

Our Focus

Lower and Middle Market Companies who are profitable and seeking a structured approach to transaction success.

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Is Your Company Ready for Sale? 5 Key Preparatory Steps.

  1. Establish a realistic exit valuation range

  2. Update near-term growth strategies to demonstrate future value creation opportunities for the acquirer

  3. Identify a qualified employee to lead the company post-transaction, if necessary 

  4. Allow time necessary to research and interview more than one investment banking group

  5. Provide five years of audited financial statements

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