Advisory and brokerage for owner-operators buying or selling small businesses — often paired with the real estate they occupy.
Blind teasers and NDA-gated CIMs so your employees and customers don't find out too soon.
Targeted outreach to strategic and financial buyers in your industry.
SDE and EBITDA-based ranges with real transaction comps behind them.
Combined business + property transactions structured for tax efficiency.
Understand the business, the reason for the transaction, and the timeline.
Prepare financials, teaser, and CIM to institutional standards.
Reach qualified buyers and screen for financial and cultural fit.
Coordinate LOI, diligence, financing, and closing alongside legal and CPA.