Business Brokerage
Confidential guidance to understand business value, strengthen marketability, prepare for transition, and navigate the sale process with greater confidence and clarity.
A Clear Path From Business Value to Successful Exit
Every business owner is at a different stage. Begin with the service that best fits your current goals, timeline, and readiness.
Value Blueprint™
Business Assessment
Know Where You Stand
Best for: Business owners who want to understand current value, identify concerns, or begin planning three to ten years before a possible exit.
Gain an objective understanding of financial performance, key value drivers, marketability, buyer concerns, and opportunities that may strengthen the business.
Growth Blueprint™
Exit Readiness Consulting
Increase What You’ve Built
Best for: Business owners considering a sale within one to five years who want to improve transferability and prepare for a stronger future transaction.
Identify operational, financial, and organizational issues that may reduce buyer interest, create due-diligence concerns, or limit the business’s value.
Transition Blueprint™
Business Brokerage Representation
When You’re Ready, We’ll Take It to Market
Best for: Business owners ready to sell now or confidentially explore a sale without first completing an extended consulting engagement.
Receive confidential representation from preparation and market positioning through buyer qualification, negotiations, due diligence, and closing.
Not Sure Which Path Is Right for You?
You do not need to know exactly what your business is worth or when you will sell. Lisa will help you understand your options and choose the most appropriate place to begin.
What’s Included in Each Blueprint
Explore the services included within each advisory path and choose the option that best reflects your goals, timeline, and current stage of business ownership.
Advisory Path 01 Value Blueprint™ Business Assessment · Know Where You Stand
What’s Included
- Initial owner strategy session
- Review of available financial information
- Analysis of normalized earnings, including potential SDE or EBITDA adjustments
- Preliminary estimated market-value range
- Review of relevant market and industry information
- Identification of key business value drivers
- Initial transferability and owner-dependency review
- Identification of potential buyer concerns or value gaps
- Business marketability and exit-readiness snapshot
- Written findings and recommended next steps
Advisory Path 02 Growth Blueprint™ Exit Readiness Consulting · Increase What You’ve Built
What’s Included
- Comprehensive business and exit-readiness assessment
- Review and organization of financial information
- Analysis of normalized SDE or EBITDA
- Identification of financial, operational, and organizational value drivers
- Owner-dependency and management-depth review
- Customer, vendor, employee, and concentration-risk review
- Review of systems, processes, and documentation
- Transferability and buyer-readiness analysis
- Identification of potential due-diligence concerns
- Prioritized value-improvement recommendations
- Customized exit-readiness and value-building action plan
- Strategy sessions to review progress and next steps
- Preparation for an eventual transition to market
Advisory Path 03 Transition Blueprint™ Business Brokerage Representation · Take It to Market
What’s Included
- Confidential seller consultation
- Review of the business and the owner’s goals
- Business pricing and market-positioning analysis
- Identification of potential deal challenges
- Preparation of professional marketing materials
- Confidential marketing of the business opportunity
- Buyer outreach and inquiry management
- Buyer screening and financial qualification
- Confidentiality agreement management
- Coordination of meetings and information requests
- Offer review and negotiation assistance
- Due-diligence coordination
- Communication with attorneys, accountants, lenders, escrow, and other transaction professionals
- Transaction management through closing
- Commercial real estate representation or coordination when applicable