Broken Buyer Prospecting

The right buyer doesn’t just have capital. They understand what makes your company exceptional. We cultivate relationships with private equity firms, family offices, and high-net-worth buyers who share that mindset.

Disconnected Deal Execution

Our network of trusted lenders, legal advisors, and post-acquisition operators make sure that each step is in synch with your goals.

Disorganized Transitions

Misaligned incentives leave parties feeling empty. Our process doesn’t start with numbers. It starts with understanding your story, your goals, and the legacy you want to protect.

Lauren Mauldwin

Helping entrepreneurs is my bread and butter (one could even say it's my Roman Empire). I’ve had the opportunity to work on dozens of acquisitions in the past several years, from brick-and-mortar businesses to AI agencies. Before M&A I logged years of late nights on my own projects, including an agency, a wellness brand, and others in between. Those memories arm me to help business owners navigate the process with fewer headaches. In my spare time I write for BizBuySell's Learning Center and continue to search for acquisitions for myself and my investment partners. When I'm not poring over a P&L you can find me on trail runs, trying new hummus flavors, or at concerts singing along off-key.

DRE LIC #02135879

Kesley Pedroza

After participating in a mix of multimillion dollar M&A transactions and starting businesses of my own, I have developed a passion for supporting business owners. Sales and organizational leadership are the foundational skills that I bring to the table, with experience in logistics, sales, and warehousing. Nowadays I act as COO of a portfolio of edtech businesses and use my operational skills to find solutions in any scenario. First impressions mean everything so I pour my heart into shining the best light on your business to ensure an aligned outcome and perfect buyer.

Hourly Consulting

For the business owner who wants on-demand:

• Let's Discuss

Full engagement

For the business owner who:

• Let's Discuss

Ah, splendid

It's a date

We look forward to it.

• Home

Listen,

Buyers are busy. They're looking at endless listings every day. They judge your business within seconds - if your listing doesn't interest them enough, that's it. They're gone.Or, if they inquire but your data room details aren't up to par, they bounce.

That's why 80% of listed businesses never sell.

Your listing package (the ad on all the listing websites, the images, the data room, the financial documents) has to be dialed.No matter how great the business is, the value has to be presented in a way the buyer understands.Some owners have amazing companies but they list it themselves, and it sits on the market for months or longer, only to take lowball offers or give up completely (all because the materials didn't do it justice).

We'll make you a listing package that buyers can't resist, because it speaks their language.

• Let's Go

1. Information Intake

First, we’ll dig into your project needs and personalize the gameplan. We'll collect all the required assets and documents, like profit and loss statements, sales materials, and more. Our goal is to make this as stress-free as possible! We'll work with you to knock these out in order of priority.

2. In-Depth Biz Review

As our team prepares to create a wide range of all the juicy, comprehensive documents, we'll take some time to review the data provided before scheduling a deep business review with you. This ensures that we have a solid understanding of your business, allowing us to shine the best light on it.

3. Financial Dive

This is often daunting for sellers - but we'll make it as painless as possible! We'll break down your profit and loss statement month-by-month for the past few years and review them to pinpoint anything from a buyer's POV. We will also review your expenses and point out items that can be used as addbacks.

4. Pricing Strategy

After deep-diving into the financials we can land on your SDE or EBITDA. At this point we have a pulse of your specific business and industry, as well as the story your numbers are telling. We'll identify comparable businesses and establish the right of multiples for the valuation range. TLDR: We run the numbers and market research to strategize the right listing price.

5. Custom Ad Copy, Pitch Deck, and Graphics

Whew. The data is crunched, now we get to have some fun! Our team will now work our magic creating custom ad copy, a pitch deck, graphics, and resources to use when you are ready to list your business.

6. Seller Interview

In our experience, buyers love to see a video from the founder in the Data Room giving an overview of your company. In this interview we will touch on the history of your business and frequently asked questions. These are typically 15-20 minutes long and highly recommended (it also save you from answering the same buyer questions over and over)!

7. CIM and Data Room Completion

At this point, we're nearing the end of our VIP Listing Package journey. Our team will create a family of detailed documents, optimized to buyers' needs, all housed in your custom Data Room. You can easily share this with potential buyers when they come along.

8. Preparing you for Liftoff 🚀

We will run you through what to expect, coach you on how to vet potential buyers, explain structuring options, and more. This is where we cut you loose so you can get our there and get sold! But don't worry, we can still stick around or come back in for advising along the way as needed.