What You Can Expect
Outcomes of This Stage
- Clear valuation range and expectations
- Defined exit goals and constraints
- Confidentiality plan and data room scope
- Go-to-market timing & next-step timeline
Discovery & Strategy
A confidential consultation to clarify goals, surface key facts, and map the best route to a strong outcome—while protecting your time, your team, and your information.
1. Discovery & Strategy
2. Valuation & Readiness
3. Targeted Prospect Outreach
4. Negotiation, Diligence & Close
What We Cover
Discovery Topics
- Financials and adjustments overview (SDE/EBITDA)
- Owner role, team structure, dependencies
- Customer concentration & revenue durability
- Competitive landscape and differentiators
Deliverables
What You Receive
- Short strategy brief & recommended path
- Preliminary valuation insight
- Document checklist & data room plan
- Readiness items to accelerate the process
Typical Timing
1–2 Weeks, Depending on Data Availability
We keep the ask light. You share only what’s needed to establish direction and protect your optionality. If you already have organized financials, we can move faster.
Confidentiality
Always Confidential
Communication is discreet and information is compartmentalized. No outreach or buyer activity happens until you explicitly green-light the next step.
Ready to begin a confidential conversation?
Tell us where you want to go. We’ll map the most efficient and secure path.
Your information is strictly confidential. No outreach happens until you explicitly green-light next steps.
Discovery & Strategy – FAQs
How much information do you need to start?
A recent P&L and basic context (owner role, major clients, growth/risks)
is plenty. We’ll guide what’s essential and keep the request list lean.
Will you provide a valuation?
You’ll receive a preliminary valuation range at this stage. A formal opinion
can be prepared later if needed for buyer negotiations or financing.
What if we’re not ready to go to market?
Many sellers use this phase to get “market-ready.” We identify the few
actions that most improve value and confidence.