You spent decades building your business. You deserve an exit that rewards your work, protects your people, and respects what you created. We help Gulf South owners plan and execute successful transitions, from value growth to finding the right buyer.
Deep Gulf South industrial and regional knowledge, so your business is positioned correctly.
Legacy Focused
We protect employees, culture, and reputation, not just the sale price.
Confidential Process
Discreet, controlled outreach that respects tight-knit communities.
Value Maximization
Structured planning that can increase value by 30 to 50 percent before you go to market.
You Built Something Remarkable. Now What?
After 20, 30, or 40 years in business, many owners face the same questions:
Is my business sellable in its current state
Who will take care of my employees after I leave
How do I balance family fairness with business reality?
What if I leave millions on the table
Who am I without the business?
The Hard Truth About Unprepared Exits
Most owners delay planning and lose value:
More than half have no formal succession plan
Founder-dependent companies sell at discounts
Customer concentration and weak systems reduce value and scare buyers
Rushed sales can cut 30 to 50 percent from potential value
The good news is that owners who prepare 3 to 5 years ahead and address value gaps can improve both financial results and peace of mind. That is what we help you do.
Four-Phase Exit Planning Process
Phase 1: Discovery and Valuation
We analyze current value, value drivers, personal goals, family dynamics, and exit options.
Outcome: Clear view of what your business is worth today, what you need to retire, and which gaps you must close.
Phase 2: Value Enhancement
We work on the drivers that matter most to buyers:
Strong financial systems and reporting
Healthier customer mix and recurring revenue
A management team that can run the business without you
Documented processes and reliable operations
Clean legal and compliance posture
Clear strategic positioning and growth story
Outcome: Higher EBITDA, lower risk, and a business that can run independently, typically with 30 to 50 percent higher value.
Phase 3: Transaction Preparation
We prepare you and the business for a professional sale:
Valuation refresh and story positioning
Confidential Information Memorandum and financial package
Organized data room and due diligence documents
Buyer list and go to market strategy
Coordination with CPA, attorney, and wealth advisor
Outcome: A buyer-ready business with professional materials and a clear process plan.
Phase 4: Marketing, Negotiation, and Transaction
We manage the sale from outreach to close:
Confidential buyer outreach and screening
LOI and structure negotiation
Due diligence management while the business keeps running
Closing coordination and transition planning
Outcome: Business sold to the right buyer at a strong value, with a smooth transition for you and your team.
What Are Your Exit Options?
There is no single right path. We help you evaluate and execute the best fit
Family Succession
Transition to the next generation with clear roles, fair treatment, and bankable structure.
Management Buyout
Sell to key managers with creative financing so they can afford the deal.
Strategic Sale
Sell to a competitor, customer, or industry buyer who can pay for synergies.
Financial Buyer
Sell to a private equity, search fund, or an individual operator who will run the company.
ESOP
Transfer value to employees through a tax-advantaged structure when scale and cash flow support it.
We help you compare the options with clear numbers and tradeoffs so you can choose with confidence.
Service Tiers & Investment
Choose the Right Level of Support
Build the Foundation
Preliminary Valuation and Gap Analysis
One-time engagement
3 to 4 week timeline
Preliminary valuation, value driver review, and options overview
Ideal for owners beginning to think about exit in the next 5 years
Strengthen the System
Comprehensive Exit Planning and Value Enhancement
Ongoing support after initial planning
Multi-year roadmap to increase value and reduce risk
Work on financial systems, customers, management, and operations
Best for owners planning to exit in 3 to 5 years who want maximum value
Scale and Optimize
Full Service Exit Planning Through Transaction Close
A combination of monthly advisory plus a success-based fee at closing
Includes value enhancement, transaction preparation, and deal support
We coordinate your full advisory team and manage the sale process
Best for owners who want a single partner from first valuation to wire transfer
You can also engage us for focused projects like family succession facilitation, diligence preparation, or valuation refreshes when needed.
Value depends on EBITDA, growth, customer concentration, financial systems, and reliance on the owner. A preliminary valuation gives you a realistic range and shows what is increasing or reducing your value.
Most owners need 2 to 5 years to prepare and 12 to 18 months to complete the sale. Preparation time often increases the final value by 30 to 50 percent.
Yes. We use NDAs, blind profiles, and targeted outreach to protect you and your employees. Total secrecy is impossible, but we control timing and who receives information.
That is the biggest value killer, and it is fixable. We build systems, develop leaders, and transfer customer relationships so the company can run without you.
Every option has pros and cons. We compare all paths — family succession, management buyout, strategic buyer, financial buyer, or ESOP — based on price, culture, control, and long-term outcomes.
Ready To Plan Your Exit Right?
Whether you are 2 years or 10 years from exit, the best time to plan is before you are ready to leave.
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