Option Analysis & Sale Preparation

It is two things in one engagement: deciding whether, when, and how to sell, and then preparing the company so it commands full value when you go to market. We map every realistic path — sale, ESOP, recap, or hold — model the after-tax proceeds of each, and give a candid go-or-wait recommendation. If the answer is to proceed, we clean up the financials and close the gaps that erode price before buyers ever see them.

Owners of lower-middle-market companies, roughly $5M to $100M in revenue, who are weighing a transition and want an honest read on value and readiness before going to market. It fits owners who are asking whether to sell now and on what terms, and who want that answer built on facts rather than a buyer's timetable or a banker's pitch.

Before. The point is to make the decision and fix price-eroding gaps on your timeline, not the buyer's, so you go to market from strength. Engaging early gives you a confidential options review and a realistic view of proceeds under each path before you commit to a process.

A clear decision on whether, when, and how to sell; a realistic view of proceeds under each path; diligence-proof books with QoE-ready cleanup that survive buyer scrutiny; and a stronger multiple from gaps fixed in advance. You also get a 6–9 month roadmap, buyer profiles, and process materials, so the preparation feeds banking and diligence without losing a step. If you later run a formal process, this work carries straight into M&A execution.

We have sat on both sides of the table — as owners, operators, and advisors — so the recommendation is fact-based, not tied to closing a deal. We will tell you honestly whether to sell now or wait, and when the deal begins, our preparation carries directly into execution. The result is fewer surprises in diligence and fewer reasons for a buyer to discount.