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Business Owners

A Clear Path to Your Next Chapter

Your business is more than numbers — it’s the result of years of dedication, growth, and resilience. At some point, every owner faces the question: what’s next? Whether you’re preparing for retirement, exploring new ventures, or simply planning ahead, understanding your options today will shape the future of your company tomorrow.

Making the right move doesn’t have to be overwhelming. With the right guidance, you can maximize value, minimize stress, and step confidently into your next chapter.

WE MAKE SURE YOU ENTER YOUR NEXT CHAPTER WITH CLARITY, CONFIDENCE, AND THE BEST TERMS.

Benefits of Working With Us

Real-World Experience You Can Trust

We’ve been on both sides of the table — as business owners ourselves and as advisors in multiple transactions. That means we know firsthand the emotional rollercoaster that comes with selling a company. We’re not just giving you theory; we’re giving you guidance rooted in lived experience.

💡 Why it matters: Too many brokers treat the process like a numbers game. We treat it like a once-in-a-lifetime decision that deserves respect, care, and strategy.

Taking Negotiation Off Your Plate

Negotiations can be emotional, stressful, and drawn out. Having an experienced partner in your corner means you don’t have to handle the back-and-forth, the pressure, or the risk of giving in too early. We fight for your terms while you stay focused on running your company.

Balancing Financial Return with Peace of Mind

For many owners, the goal isn’t just a high sale price — it’s knowing the business will continue to thrive and the people you’ve led will be taken care of. We keep both priorities in focus so you can walk away confident, not conflicted.

Protecting You from Costly Mistakes

The exit process is filled with potential traps: rushing into a lowball offer, disclosing too much during due diligence, or failing to negotiate key terms that affect your financial future.

✅ Avoid undervaluing your business because of poor positioning

✅ Stay clear of unfair deal structures

✅ Catch small contract details that carry big consequences

These mistakes can cost you millions or jeopardize the legacy you’ve built. With us in your corner, you’ll have someone spotting risks before they become problems.

Backed by Murtha & Murtha Mergers and Acquisitions — a trusted name with decades of experience helping business owners exit successfully. Our reputation is built on integrity, results, and hands-on expertise.

How We Work

Clear, guided steps from first call to funds in your account.

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1. Initial Consultation

Every sale begins with a conversation. We sit down with you to understand your goals, ideal timing, and any personal considerations that may shape the process. This stage is about listening and asking the right questions—what does a successful exit look like for you? Is it maximizing price, finding the right buyer, protecting employees, or all of the above? From here, we outline a tailored game plan. Everything is strictly confidential, and there’s no commitment required.

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2. Valuation

Not just a multiple. We build a pricing view buyers can’t easily poke holes in.

What we review

TTM & 3-year financials, seasonality, margins, true owner add-backs
Customer mix & churn, contract depth, recurring vs. project revenue
Leadership bench, key person risk, vendor concentration
Market comps and current buyer appetite for your niche

What you receive

Target value range (base, stretch, and floor)
Positioning notes: what buyers will love, what they’ll question
“Fast fixes” that can move value up before we go to market

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3. Preparation

This is where we make the business buyer ready. We clean the numbers, tighten the paperwork, and package the story so buyers see the value fast.

What we prepare

Build a clean financial pack: P&L, balance sheet, cash flow, add-backs, normalized earnings
Set up a secure data room with clear folders, file names, and access control
Create the CIM and buyer deck that explain the story, performance, and growth opportunities
Fix risk items early: renew key contracts, document informal terms, fill SOP gaps

What you provide

Your part: send the core documents from our checklist and confirm facts

Result: fewer surprises in diligence, faster timelines, and a stronger first impression with serious buyers.

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4. Marketing & Outreach

Quiet, targeted, and controlled—so your team and customers aren’t spooked.

How we go to market

Anonymous teaser goes out under a codename
NDAs required before any reveal
Shortlist outreach to vetted strategics, PE groups, and qualified operators
Weekly status updates to you (pipeline, buyer feedback, next actions)

What we protect

Identity, pricing, and sensitive KPIs until a buyer is vetted
Operations—so you can keep running the business without disruption

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5. Negotiation

When offers arrive, that’s when our work intensifies. We create competitive pressure by running a structured process and ensuring multiple buyers remain at the table. Every detail matters here—not just the purchase price, but the deal structure, earn-outs, transition period, and tax implications. Our role is to represent your best interests and push for terms that align with your goals. It’s not unusual for the negotiation stage to add significant value, simply by having the right strategy and experience on your side.

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6. Closing

From signed LOI to funds wired, we keep everything moving and documented.

Key actions

Coordinate diligence across finance, legal, HR, and operations with you and the buyer
Manage document drafts and signatures with counsel (APA/SPA, schedules, exhibits)
Handle lender and escrow requirements, closing statement, and funds flow
Maintain a weekly timeline and issues log so nothing slips
Closing day: verify wire, finalize signatures, launch the Day-1 transition plan

Result: a clean close with fewer last-minute surprises.