Three Engagement Types
How We Work
Each engagement has a defined scope, a defined structure, and a clear answer to who it is for.
Sell-Side Advisory
Who it is for
Founders of home services, trades, and healthcare services companies who are ready to sell. You built something real. You deserve an advisor who has done the same, not someone who has only watched deals from the outside.
Structure
Structure follows the situation. A company that is ready for market may fit a contingent engagement, with the fee earned at close. A company that needs real preparation first may call for a retained engagement. Either way, terms are defined in a signed advisory agreement before work begins.
What happens
- 01
Positioning
We establish where you actually stand. Revenue quality, customer concentration, key-person risk, workforce stability, licensing transferability. Then we position the company for the buyers most likely to pay for it.
- 02
Materials
We prepare the financial summary and company narrative buyers expect to see before they engage seriously.
- 03
Buyer Outreach
We approach qualified buyers directly and confidentially. We do not list your business on a marketplace and wait.
- 04
Negotiation
We manage competing interest and negotiate price and terms from your side of the table.
- 05
LOI
We negotiate the letter of intent, where the real economics of the deal are set.
- 06
Diligence
We coordinate due diligence, manage the document flow, and keep the process moving. We know what diligence does to a founder because we have been through it as the owner.
- 07
Close
Deal structure, transition planning, and final documentation. We stay in the seat until wire day.
Buy-Side Search
Who it is for
PE firms, family offices, and independent sponsors deploying capital in home services, trades, and healthcare services.
Structure
Retained engagements with a monthly fee and a success fee on closed transactions.
What happens
Retained search against your buy box. We reach founders directly, operator to operator, before their companies are broadly marketed. The person making the call has built, run, and sold companies of his own.
You get qualified targets that match your criteria, not lists. Weekly pipeline updates keep every conversation visible.
Exit Readiness Advisory
Who it is for
Owners 12 to 24 months out from a sale who want to fix what buyers will find before buyers find it.
Structure
A master service agreement with defined statements of work. Fixed monthly fee. Defined deliverables. No hourly billing.
What happens
We work through the factors that determine value. Financial reporting quality, revenue mix, customer concentration, workforce stability, key-person risk, licensing transferability. Each workstream has a defined deliverable, so you always know what you are paying for and what you received.
When you are ready to go to market, the advisory engagement is a separate decision.
Ready to start a conversation?
Whether you are considering a sale or looking to acquire, start with a 30-minute discovery call.
Book a Discovery CallOr submit an inquiry and we will respond within one business day.