Most owners sell once. We have done it with them for more than a decade: a candid read on value, a plan to close the gaps, and representation that keeps your sale private until the day it closes.
Three services, one advisor, in whatever order your timing calls for.
Every engagement begins with understanding where your business truly stands. From there we help you decide, and when the time is right, we represent you through the entire sale.
A candid, senior-level read of your business as a buyer and a buyer’s lender would see it: recast earnings, transferability, customer concentration, and the specific factors that would move value before a sale. It ends in a market-based value range grounded in real transactions, not theory, prepared by an advisor who negotiates with those buyers every week.
For owners one to three years from a sale: a practical plan to strengthen the business, clean up the financials, document the add-backs, reduce owner dependence and remove the issues that cost sellers the most at the negotiating table. We check the plan against what a buyer’s lender will finance, so the price you want is a price that closes.
Full representation from preparation through closing and transition: positioning, a discreet buyer process, firm negotiation, lender and diligence management, and hands-on transaction management, with the same senior advisor involved at every stage. Your business is identified only to qualified buyers who have signed a confidentiality agreement.
Not sure where you stand? Start with a free, confidential estimate.
Get My Free EstimateRepresentation is not a listing. It is a managed process, and the work before the market and after the closing is where most of the value is won or lost.
Recast financials and documented add-backs, a defensible value range, a lender fit check on the likely price, a confidential information memorandum, and a buyer list built around who can actually finance and run your business.
Blind outreach to vetted buyers across the U.S. and Latin America. Every buyer signs a confidentiality agreement and is qualified before your company is identified. We run the questions, the management meetings and the competing offers.
We negotiate the letter of intent firmly on your behalf, manage due diligence and the buyer’s lender, and work with your attorney and CPA on the purchase agreement through to a clean, successful close.
A transition plan agreed before closing: training period, customer and staff introductions, and tracking of any seller note, earn-out or equity rollover, so the terms you negotiated are the terms you receive.
We take on a small number of engagements at a time, each with a senior advisor at the table. If your business is not yet ready, or we are not the right fit, we will tell you directly and point you toward a better path.
Trades and home services, healthcare and practices, professional and business services, technology, distribution and manufacturing, real estate-backed businesses, retail and e-commerce.
Most of our clients are founders and owner-operators who have run the business for a decade or more, want a confidential process, and would rather hear a candid number than a flattering one.
Individual buyers with SBA financing, strategic acquirers, search funds and private investors, sourced across the United States and Latin America. Every one qualified before they learn your company’s name.
A free, confidential estimate takes about two minutes. A senior advisor can then review it with you, at no cost and with no obligation.
Not ready for an estimate, or want to understand how we work before sharing any numbers? Send us a note. A senior advisor will reply privately, typically within one business day.
Prefer to talk? +1 (561) 765-2303 · info@ic-usa.com
A senior advisor will reply privately, typically within one business day.