A structured approach to achieving your transaction goals. Every engagement follows a proven methodology refined through years of operational and advisory experience.
From initial assessment to successful closing
We start by understanding your business at a fundamental level. This isn't just reviewing financials—it's walking your operation, meeting your team, and understanding your systems.
Comprehensive evaluation combining financial metrics with operational insights. We evaluate not just EBITDA, but service absorption, inventory turns, customer concentration, and OEM standing.
Developing the optimal approach based on your specific situation and goals. Whether buying or selling, we create a strategy that maximizes value and minimizes risk.
Managing all aspects through closing and successful transition. We handle the complex details while keeping you focused on running your business.
Every transaction is unique, but understanding typical timelines helps set realistic expectations
From initial meeting to final valuation report delivery
From engagement to closing for prepared businesses
From target identification to integration planning
Clear communication at every stage. No surprises, no hidden agendas. You'll always know where you stand.
Recommendations based on real-world experience. We focus on what actually works, not theoretical best practices.
Honest assessments even when they're not what you want to hear. Your success depends on realistic expectations.
We see every engagement through to successful completion. Your goals become our goals.