Services

Legal insight at every
stage of the transaction.

Whether you’re selling the business you’ve spent decades building, acquiring your next platform, or running a full sell-side process — we cover the brokerage and the legal thinking, end to end.

Sell-Side Engagement

Sell your business — once, and correctly.

You only sell your business once. The difference between a good outcome and a great one — or between a closed deal and a broken one — comes down to how the engagement is structured before the first buyer ever sees the file.

Our sell-side process is run by attorneys who do this for a living, with brokerage execution and legal anticipation working together from the very first call.

Start with a Free Valuation →

What’s included

  • Business Valuation — defensible, multi-method analysis with deal-structure context
  • Packaging & Positioning — confidential information memorandum and recasting
  • Buyer Outreach — targeted strategic and financial buyer approach, NDA-gated
  • Negotiation & Deal Structuring — LOI strategy, terms, structure, tax considerations
  • Closing Support — diligence quarterback, definitive agreements, escrow, funds flow
  • Post-Closing — escrow release, working-capital true-ups, transition guidance
Buy-Side Engagement

Acquire with conviction — and protection.

Whether you’re an entrepreneur acquiring your first business, a private buyer building a portfolio, or a strategic acquirer adding to a platform — our buy-side practice gives you brokerage-grade sourcing combined with attorney-grade discipline in diligence and structuring.

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What’s included

  • Deal Sourcing — proprietary leads beyond what’s on public listing sites
  • Target Screening — financial, operational, and legal red-flag review
  • Due Diligence Guidance — coordinated workstreams, issue tracking, risk weighting
  • Negotiation Strategy — LOI architecture, deal structure, indemnity protection
  • Legal/Structural Insight — entity structure, tax positioning, financing fit
  • Closing & Integration — definitive-agreement negotiation through Day 1
Premium Offering

Full-Service Deal Advisory.

Our flagship engagement combines brokerage and active legal oversight under a single retainer — designed for owners selling complex or higher-stakes businesses, and for sophisticated buyers who want a single, accountable team running their transaction.

You get one phone number, one team, and one accountable partner from valuation through closing — and beyond.

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What’s different

  • Brokerage + legal oversight in a single, integrated engagement
  • Pre-sale legal cleanup — entity, lease, IP, contract assignability, employment
  • Tax structuring strategy coordinated with your CPA from day one
  • Active diligence defense — issue management, response strategy, risk reframing
  • Definitive-agreement negotiation handled in-house, not handed off
  • Post-closing protection — escrow, indemnity, true-up, and dispute coverage
Why It Matters

Avoid the costly mistakes that derail transactions.

Most failed deals don’t fail at LOI. They fail in diligence, in tax structuring, in customer-concentration disclosure, in lease assignment, in working-capital negotiation. Our edge is seeing the failure modes before the buyer does.

Pre-Sale Diligence Audit

Before a single buyer is approached, we identify the issues a sophisticated buyer will surface — and fix them or pre-empt them in the data room.

Earnouts & Seller Notes

Most owners accept earnout language they’ll regret. We negotiate the metrics, dispute mechanics, and acceleration triggers like the lawyers we are.

Reps & Indemnity Caps

Caps, baskets, survival periods, fundamental reps, knowledge qualifiers — these terms decide whether your sale price stays yours after closing.

Working-Capital Pegs

Working-capital negotiations quietly cost owners hundreds of thousands of dollars. We model the peg before signing the LOI — not after diligence starts.

Tax Structure

Asset vs. stock sale, F-reorgs, 338(h)(10) elections, rollover equity — structure shifts hundreds of basis points in your effective net.

Closing Conditions

The conditions that let a buyer walk are written before due diligence even starts. We engineer them carefully on the front end.

Ready to talk?

Confidential conversations only. No listing commitment. We’ll tell you honestly whether your business is ready for market — and what to do about it if it isn’t.