Independent advocate

We built our business to serve first time sellers. Our clients are individuals and families, not private equity firms or large institutions.

Grounded in numbers

Our senior team is comprised of former CPAs and transaction due diligence specialists. We are uniquely equipped to help prepare your business for the sale process and streamline due diligence.

Selective engagements, focused on results

We pride ourselves as a low volume, results driven firm. You will only transact your business once. Every step of the process deserves our unwavering commitment.

Details matter

A successful transaction is more than a headline number. We execute all your goals through the fine print.