Independent M&A Advisory

Build stronger. Sell smarter.

We advise founder-led companies on strategic positioning, transaction readiness, and high-stakes exits. No generic consulting. Just sharper preparation that buyers notice.

$2M–$40M

Transaction Range

100%

Independent & Conflict-Free

48h

Average Response Time

Executive advisory session
Strategy discussion
Leadership team
Confidential by default No conflicts of interest Founder-aligned incentives Institutional quality

What We Do

Four ways we make companies harder to discount.

Every engagement is built around the specific areas sophisticated buyers evaluate first.

Sell-Side Readiness

Sell-Side Readiness

Clarify the equity story, tighten materials, and eliminate avoidable friction before a formal process begins.

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Strategic Growth Advisory

Strategic Growth Advisory

Grow with cleaner positioning, sharper operating narratives, and stronger decision quality at every stage.

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Buyer-Side Support

Buyer-Side Support

Pressure-test acquisition logic, strategic fit, and value creation assumptions before resources are committed.

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Founder Transaction Counsel

Founder Transaction Counsel

Independent commercial judgment on timing, leverage, negotiation posture, and process discipline.

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Why Founders Choose Us

"The firms taken seriously in M&A are usually the ones prepared long before the process begins."

Our work improves how a company appears to sophisticated buyers: clearer strategy, cleaner information, more defensible value, and stronger executive control over the process.

Our Process

From diagnosis to done deal.

A structured, four-phase advisory process that brings institutional rigor without the consulting overhead.

01

Diagnose

We assess strategic position, operating credibility, owner intent, and transaction constraints.

02

Sharpen

We refine the market narrative, buyer logic, and value drivers that define how your company is read.

03

Prepare

We tighten documentation, internal alignment, and diligence readiness for pressure-tested scrutiny.

04

Execute

We support key decisions with a structured commercial lens throughout critical transaction phases.

Strategic planning session

What We Focus On

Explain why the company matters in a way strategic buyers understand quickly.

Prepare diligence-sensitive areas before they become valuation pressure.

Build a cleaner bridge between day-to-day operations and transaction storytelling.

Give founders a tighter decision framework when stakes rise.

Results

What founders say after working with us.

"The guide gave us a framework that would have taken years to develop internally. We identified three critical gaps in our diligence readiness within the first week."

Series B Founder

SaaS, $12M ARR

"Working with Jade helped us see our company through a buyer's eyes. The positioning work alone changed how we approach every investor conversation."

CEO & Co-Founder

Professional Services, $8M Revenue

"We went from scattered preparation to a structured process in under 60 days. The transaction closed faster and cleaner than anyone expected."

Exiting Founder

E-Commerce, Acquired 2024

Ready to Start?

Don't wait for the process to expose what preparation would have fixed.

Flagship Product

The Complete Guide to Company Building & Sale

Everything we've learned advising founders, distilled into one comprehensive playbook. 24 chapters. 12 worksheets. The same frameworks used in real advisory mandates.

Part I Building a Company Worth Acquiring
  • Structuring the business for transferability from day one
  • Designing reporting rhythms that build buyer confidence
  • Leadership clarity and operational independence
  • Revenue quality, customer concentration, and defensibility
Part II Preparing for the Sale Process
  • Timing the market and reading buyer intent signals
  • Building a diligence-ready data room
  • Financial narrative and valuation driver mapping
  • Identifying and resolving deal-breakers early
Part III Executing the Transaction
  • Negotiation posture and leverage dynamics
  • Managing multiple bidders and competitive tension
  • Legal structure, earn-outs, and closing mechanics
  • Post-close transition and founder exit planning

One-Time Investment

$999

Instant access. No subscription.

24 in-depth chapters

Chapters

12 actionable templates

Worksheets

Diligence, readiness & exit prep

Checklists

Instant digital download

Format

Secure checkout via Stripe

Perfect For

  • Founders planning to sell in 2–5 years
  • Operators building for acquirer readiness
  • First-time sellers who want a clear framework

Get In Touch

Every great exit starts with a conversation.

Tell us about your situation. We'll respond within one business day with an honest assessment of how we can help.

Advisory workspace

Direct Email

[email protected]

100% Confidential

All inquiries are treated as strictly private.

No Obligation

Exploratory calls are always free.

We respond within one business day. No spam. No sales pressure.