Insights

How to Compare Offers (Beyond Just the Price) Great LOIs differ less on headline price than on structure, risk, and certainty . A simple...

The short answer A good advisor manufactures competition , reduces risk , and optimizes terms —not just price—while protecting your time, team, and legacy. The six traits that matter most Process discipline A tight, stage-gated sell-side (IOIs → shortlist → management meetings → LOI) with clear calendars, templates, and decision rules. Discipline creates comparable bids and preserves leverage. Buyer coverage & credibility Curated access to strategics, PE, and family offices t

Turn preparation into premium—price and  terms . Why readiness matters Great outcomes aren’t an accident. Buyers pay fastest—and bid better—when three things are true: your numbers are credible , your story is buyer-proof , and your data room is clean . Readiness shrinks diligence risk, creates real competition, and gives you leverage on price, structure, and certainty of close . The 7 pillars of exit readiness Use these as your checklist. Aim for “green” in each before outre