M&A Advisory

Buy. Sell. Merge.
On Your Terms.

A business exit is the most important financial event in most entrepreneurs' lives. Getting it right, or wrong, can mean a difference of millions of dollars and years of regret. M&A advisory ensures you approach it with preparation, strategy, and experienced guidance.

Both Sides
Buy & Sell
Pre-Exit
Planning Starts Now
Network
Capital & Buyers
Strategy
Not Just Brokerage

M&A Advisory Services

Most business owners only go through an M&A process once. I've been involved in dozens, on both sides of the table, across multiple industries. That experience is the difference between a transaction that gets done at fair value and one that falls apart at the finish line or leaves significant money on the table.

Sell-Side Advisory (Exit Planning)

Selling your business is not an event, it's a process that starts 2-3 years before the transaction. The businesses that command the highest multiples are the ones that were built to be sold.

  • Business readiness assessment, identify value gaps that reduce multiples
  • Operational clean-up, documentation, key person dependency reduction, customer concentration analysis
  • Financial normalization and EBITDA optimization
  • Buyer identification and outreach strategy
  • Confidential information memorandum (CIM) development
  • Management presentation coaching and Q&A preparation
  • Letter of Intent (LOI) review and negotiation strategy
  • Due diligence management, organize your data room, manage information flow
  • Purchase agreement review coordination (with your legal team)
  • Post-close transition planning and earnout management

Buy-Side Advisory (Acquisition Strategy)

Acquiring a business is one of the fastest ways to grow, and one of the easiest ways to destroy value if done wrong. Most acquisitions fail in integration, not deal-making.

  • Acquisition criteria definition, what you're actually looking for and why
  • Target identification and market mapping
  • Proprietary deal sourcing through WETYR network
  • Initial screening and valuation assessment
  • Operational due diligence, what does this business actually look like inside?
  • Integration planning before you close, not after
  • Post-acquisition operational leadership during transition

Business Valuation

Market-based, income-based, and asset-based valuation analysis. Know what your business is worth, and how to increase that number, before entering any process.

PE/VC Positioning

Preparing for a private equity recapitalization or venture capital raise? I position your business to attract the right capital partners and negotiate terms that align with your long-term goals.

Management Buyout

Current management team wants to buy the business from an owner who's ready to exit? I structure and facilitate management buyouts that work for both sides.

Integration

Post-acquisition integration is where most deals fail. I lead the operational, cultural, and systems integration to ensure the strategic rationale actually materializes.

Get a Free Consultation

Tell us about your business and we'll respond within 24 hours with a clear plan of action.