Who this is for
Is this you?
- You own a service business with roughly $1M to $10M in revenue and you are thinking about an exit.
- You are tired, or ready to retire, and want a clear path out.
- You got an offer and want a second set of eyes before you respond.
- You plan to sell in one to three years and want to get the business ready first.
What we do
The work, in plain terms.
Clean books
We help you get the financials into shape so a buyer can trust them.
Add-back discipline
We document owner expenses and one-time costs the right way, with support a buyer can check.
Sale-prep model
A clear picture of how buyers will read your numbers, before you go to market.
Packaging
A plain, well-organized summary of the business: what it does, how it runs, and why it works.
Buyer outreach
Confidential outreach to qualified buyers. Details are shared in stages and under NDA.
Negotiation and closing
We help you work through offers, terms, and diligence requests, alongside your attorney and CPA.
How it works
One step at a time.
- 01
Talk
We learn your goals, your timeline, and what a good exit looks like to you.
- 02
Prepare
We clean up the books, document add-backs, and fix the easy problems first.
- 03
Package
We build a clear summary of the business for serious buyers.
- 04
Reach buyers
We contact qualified buyers confidentially and share details in stages.
- 05
Negotiate and close
We help you compare offers, handle diligence, and get to the closing table.
FAQ
Common questions.
How do I prepare my service business for sale?
Clean up the books, document add-backs with support, fix easy operating problems, and write a clear summary of how the business runs. Buyers pay attention to clean records and to a business that does not depend on one person.
What will buyers ask to see?
Expect tax returns, financial statements, customer and contract details, employee information, equipment lists, and licenses. Details are shared in stages and under a confidentiality agreement.
How long does a sale take?
It varies by business and buyer. Plan on months, not weeks. Preparing up front often saves time later.
Will my employees and customers find out?
Outreach is confidential. We use NDAs and share details in stages, so information goes out only when it needs to.
What are add-backs?
Add-backs are expenses a buyer would not have to pay, such as some owner costs or one-time items. They must be documented and supported, or buyers will not count them.
Can you promise a price?
No. Nobody can. Price depends on the business, the buyers, and the market. We help you prepare and present the business well.
Thinking about selling?
Start with a conversation. No pressure, and no promises we cannot keep.