If you’re selling your business
yourself, we give you the
materials to do it right.

We provide M&A-focused valuations and polished buyer decks that make it easier to present your business clearly and confidently.

M&A-ready valuations and materials that make sense

We combine proprietary data, experience, and technology to deliver materials that drive clarity and alignment in business mergers and acquisitions.

M&A Insight

Valuations and buyer decks informed by real-world
deal experience, grounded in actual comps and benchmarks.

Sector Expertise

Our deep industry expertise across a variety of sectors ensures your report is tailored to your business and your field.  

Speed

Fast turnarounds (days not weeks), without compromising depth.

Clarity

Jargon-free, clearly written reports that clients, and their buyers, can actually understand.

Respect

We treat every business like someone’s life’s work–honoring their legacy, their timeline, and their goals.

WHY YOU NEED A VALUATION

A valuation tells you what your business is worth in the market—and why.

A good valuation helps you:

Set a fair, defendable asking price
Spot any red flags before a buyer does
Understand what drives your business value and how to talk about it

Why You Need a buyer deck

or “CIM” (Confidential Information Memorandum)

It Tells Your Story

It explains what your business does, how it makes money, what the team looks like, and why someone should want it.

It Saves You Time

Instead of answering the same questions over and over, the CIM gives buyers what they need up front.

It Builds Trust

A clean, professional CIM shows buyers you’re organized and ready. That gives them confidence—and makes them more likely to make an offer.

how it works: Valuation & deck in 3 simple steps

All conversations and materials are handled with complete confidentiality.

Step

Talk with Our Team


We’ll ask questions about how the business operates, who’s involved, and what growth looks like—so we understand the full picture.
Step

We Analyze the Data


We review your financials (typically from the past 3 years), pull market data from comparable business sales, and apply our valuation models to deliver accurate, real-world insights.
Step

Receive Your Materials
in 1 Week

You’ll receive:

A clear, easy-to-follow valuation report that explains the estimated market value, what drives it, and how to approach your listing price.
A polished buyer deck (CIM) designed to present the business the way serious buyers want to see it.

SECTOR EXPERTISE

We focus on businesses with $500K to $10M in revenue—where clear insights make all the difference. Our team brings deep expertise across a wide range of industries, including:

Manufacturing
Professional
Services
Specialty
Contractors
Retail
Food & Beverage
Health
Services
Logistics &
Distribution
Technology
Construction
Cleaning &
Janitorial Services
Franchise
Businesses
& More

Get your valuation today

Our valuations are built for blank of M&A clear enough for owners,
credible enough for buyers, and trusted brokers