We help owners plan and prepare for a dream exit or recapitalization with a confidential, semi‑private process that attracts strategic buyers and positions you as the prize.
Owners like you are right: exceptional companies are bought through thoughtful preparation and curated outreach — not blasted onto a broker’s website.
We run a controlled, confidential process that protects your downside and amplifies your upside.
Fast valuation range, risk & value audit (from the Business Valuation Checklist). Identify the 3–5 levers that move your multiple.
Turn operations, cohorts, and moats into a clear buyer thesis and data room built for diligence.
Quietly engage a short‑list of strategic buyers, family offices, and PE‑backed platforms who value what you’ve built.
One secure room, staged disclosures, aligned timelines. We drive the cadence so you can keep running the business.
Optimize beyond headline price — structure, rollover, earn‑out safety, team continuity, and your legacy goals.
No‑surprise closing with a 100‑day plan so the handoff works for you, your team, and the buyer.
Semi‑private process protects employees, customers, and leverage.
We target buyers who can pay for synergy — not bargain hunters.
Simple fixes (pricing, mix, metrics, contracts) that raise multiples pre‑process.
Not a retiree broker. We’ve owned, acquired, grown, and exited companies — and bring that hustle to your side of the table.
Data room, KPIs, and cadence built from our No Regrets® checklists so diligence doesn’t derail value.
Full exit, majority sale, or growth recap — we design around your goals.
“When I decided it was time to move on from my eCommerce business, I had no idea I had a saleable asset. Following Steve’s teachings was one of the best decisions I could have made. It helped me execute a gameplan that ultimately led to an exit worth 4× more than what I would have sold it for on my own.”
— Bryce V., Owner of Stockton Heritage (custom hardwood furniture eCommerce) — exit 2021
Results vary. Illustration reflects a specific client experience and is not a guarantee of future outcomes.
I’m Steve. After owning, acquiring, growing, and exiting my own companies, I built the No Regrets® approach I wish I’d had the first time. I’m not moonlighting in retirement — this is the work. I bring operator intensity to get owner‑favorable outcomes without the circus.
Rapid, hands‑on prep built from our Business Valuation Checklist.
Pricing: Flat engagement fee credited toward representation if we proceed. Value‑based to your stage and complexity.
We run the confidential process end‑to‑end.
Pricing: Success fee aligned to outcome + modest monthly to offset process lift. Fees reflect sellability and how much work stakeholders choose to do to raise value.
We cap concurrent mandates to maintain confidentiality and intensity. Ask about current availability.
Experience isn’t measured in gray hair. I’ve owned, acquired, grown, and exited companies — then productized that playbook. I’m in the arena every day and bring operator hustle most brokers can’t match.
No public blast. We prepare like a strategic seller, then run a curated, confidential process targeting buyers who pay for synergy — not the cheapest deal.
No. We protect confidentiality with NDAs, a tight buyer list, staged information, and a single data room.
Value‑based. Fees depend on sellability and how much value‑engineering you want us to drive. After the Sprint, you’ll know the work, the path, and the fee options.
Owners who prepare well typically see 6–12 months from Sprint to close. We move at your pace and protect day‑to‑day operations.
Profitable, growing companies with real moats (brand, channel, contracts, IP, ops excellence) and owners who believe great companies are bought, not publicly listed.
We’ll discuss your goals, a quick readiness view, and whether the Sprint makes sense. No pressure. No public listing. Ever.
Prefer an NDA first? We’re happy to sign. Your information stays confidential.