We help owners and operators of private companies measure, grow and harvest business value.

firm advisory client testimonials

Who We Are

We are a boutique M&A, business valuation and advisory practice.

We value function over form. That means you're more likely to see us in blue jeans with our sleeves rolled up than in blue suits and ties.

We have assisted clients with due diligence, purchase / sale transactions, ownership transition, business turnarounds, capital raises and other value creation efforts. We have also appeared before the court as expert witnesses and our work product has been used to assist with various litigation related circumstances.

Kumi Bradshaw, Lead Advisor

Who We Help

We help owners and operators of privately held companies measure, grow and harvest business value through our business valuation, business purchase-sale transaction assistance and value architecture (advisory) services.

We believe that assessing mutual fit before beginning any relationship is critically important and matching with clients who have compatible attributes increases the chance of mutual success.

When considering potential clients, we are industry agnostic but do consider business size. Our typical client business generates between 1 and 50 million dollars in annual revenue. For sell-side transaction assistance, we require potential clients to have a minimum anticipated transaction value of 1 million dollars.

Our criteria for taking on client relationships extend beyond business size. We also look for a fit around engagement alignment with our expertise and areas of focus, client intent and commitment to the process, timelines and time sensitivity, expectations and communication style, and, of course, ethical alignment.

We look forward to working together and recommend that you familiarize yourself with our client resources.

We may be a good mutual fit if:

You have clear, well-defined goals and objectives
You are open to expert advice and willing to engage collaboratively
You honor scope of work, communication protocols, and confidentiality agreements
You have realistic expectations about our services, possible outcomes, timelines, and potential costs.

We may not be a good mutual fit if:

Your engagement presents a conflict of interest
You are unwilling to take professional advice and perspective into consideration
You prioritize cost reduction above quality of work and the strategic value of our services
We have mismatched expectations including around timelines, guarantee of outcomes etc.