Buy-side services

Built around how acquisitions actually happen.

Take on the whole search with us, or bring us the one part you are stuck on. Every engagement is scoped and priced before any work begins.

Engagements

Engage us for the whole search or one hard part of it

Most clients start with a single piece and expand once they see how we work. Every engagement is scoped and priced up front.

02

Creative deal structuring

Seller financing, earnouts, holdbacks, rollover equity, consulting and non-compete allocations, lease terms, working capital pegs, and SBA-compatible structures. When price is the only lever, deals die. We add levers.

03

Independent Deal Review

A neutral third-party examination of a specific opportunity against a specific buyer. Not a valuation, not a quality of earnings, and not a sales pitch. See what it covers.

04

Offer and LOI strategy

What to offer, what to ask for, what to concede, and what to protect. We help you write a letter of intent that wins the seller's cooperation without giving away the leverage you will need in diligence.

05

Diligence coordination

A diligence plan tied to the risks that actually matter in this deal, and a coordinator who keeps your attorney, CPA, lender, and the seller's broker moving in the same direction.

06

Close and transition planning

Lender requirements, the first ninety days, key employee and customer communication, and the owner transition agreement. The deal is not done when it funds.

Who we work with

Buyers, not just investors

  • Individual and search-fund buyers acquiring their first company and carrying personal risk on the outcome.
  • Operators stepping into ownership who know the work but have never run a transaction.
  • Family offices and holding companies adding a platform or a bolt-on to an existing portfolio.
  • Strategic acquirers buying a competitor, a supplier, or a market they want to be in.
  • Partner groups buying together and needing the structure sorted before the offer.
What you should expect

How we work

  • Fee for service. Scoped engagements and flat fees, so our recommendation is not tied to whether you close.
  • Plain findings. You get what we actually think, including when the answer is walk away.
  • Coordinated, not duplicated. We work alongside your attorney, CPA, and lender rather than repeating their work.
  • Human, not just numeric. Spreadsheets do not tell you whether you want to own this business on a Tuesday in year three.

Selling a business instead?

Our sister practice, The Exit Strategy Co., works with owners preparing to sell, from exit readiness through closing.

Visit The Exit Strategy Co. ↗

Tell us what you are trying to buy.

Send us the buy box, the listing, or the letter of intent on your desk. We will tell you where we can help and what it would cost.