Good advice is easy to find.
Someone who is still there when it gets hard is not.
Value creation, acquisitions, and capital for lower middle market businesses.
Find out if your business is ready for a buyer.
Vetted is free. You answer questions about your business and get a written verdict on how a buyer would likely see it today.
A Vetted verdict is based on what the owner reports. It is not a valuation, an appraisal, or an offer.
Value creation, acquisitions, and capital.
The three services at the center of the work, and two more for owners whose situation calls for them.
Explore what we doValue Creation
Getting the business ready for a buyer or a lender, measured against what they actually review.
Growth Through Acquisition
Sourcing, evaluating, and closing acquisitions for companies growing by buying.
Corporate Finance and Capital
Debt and equity placed on terms that fit the business, from lenders who are not all the same.
A sale on the horizon.
The owner is thinking about selling, now or in a few years, and the business is not ready.
The business depends on the owner.
It cannot run, or be sold, without them in it every day.
Growth.
The owner wants to grow and buying a competitor is one of the options.
Capital.
Debt, working capital, or a refinance, including anything a bank has declined.
Ownership transition.
Succession, a partner buyout, or retirement.
Something has to change.
They know the current path is not working and have not named the problem yet.
The deck is the last thing we write.
We do the work.
We spend time in the business until we understand how it actually runs, then build something your people can execute on a Tuesday. Frameworks and reports are the easy part. The value is work that holds up once it meets the floor.
We stay accountable.
Engagements are priced on the outcome rather than the clock. We agree upfront on the measure, and we are still reachable when the next problem surfaces six months later.
We speak plainly.
You will know where things stand without having to decode it. If the recommendation is unwelcome you will hear it in the first five minutes, from the person who worked it out.
What Corporate Development Actually Requires
Most companies that want to grow through acquisition underestimate what the function actually demands. This is what it takes to do it correctly.
The Working Capital Gap Most Business Owners Miss
The difference between AR factoring and an MCA is not just price. It is fit. Using the wrong instrument can cost you more than the problem you were solving.
Why Most AI Implementations in Small Business Fail
The tools are not the problem. The absence of a workflow strategy before the tools are selected is the problem.
What Your Business is Actually Worth, and Why Owners Get It Wrong
Most business owners overvalue their companies for understandable reasons. The market does not care about those reasons. Here is how to close the gap.
The Difference Between a Consultant and an Operating Partner
A consultant delivers recommendations. An operating partner delivers results and has something at stake if they do not materialize. That distinction matters.
CPAs, attorneys, and brokers send us owners who are not ready yet.
See how referrals workReady to talk?
Most engagements start with a conversation. Tell us what you are working on.