A sale is a financial event. Run it like one.
M&A advisory and valuation support for owners navigating a sale, an acquisition, or an ownership transition — principal-led from the first confidential conversation through close.
Serving clients in Austin and Houston, Texas; Kansas City, Kansas; and Indianapolis, Indiana — with remote engagements available nationwide.
The situations that bring owners here.
- Owners considering a sale in the next one to three years
- Buyers evaluating an acquisition or a partner buyout
- Ownership groups planning succession
- Businesses needing a valuation for lending, estate, or dispute purposes
- Owners who want diligence surprises to happen before signing
The work, scoped plainly.
Scope of work
- ★Sell-side and buy-side M&A representation
- ★Business valuation and fair market value opinions
- ★Financial modeling and quality of earnings coordination
- ★Deal structuring and negotiation
- ★Diligence management through close
- ★Succession and ownership transition planning
From first call to a working cadence.
Confidential consultation
A private, no-obligation conversation about your goals, timeline, and the business. Nothing is shared externally.
Engagement & preparation
We define scope, assemble materials, recast financials, and build the confidential information package that represents the business in the market.
Market & negotiate
Targeted outreach to qualified, vetted parties. We manage every conversation, qualify every offer, and negotiate terms that protect your interests.
Diligence & close
We manage diligence, coordinate with legal and tax counsel, resolve open items, and drive the transaction to a close.
Serving clients in Austin and Houston, Texas; Kansas City, Kansas; and Indianapolis, Indiana — with remote engagements available nationwide.
Bookkeeping & Accounting
Clean books, a close you can count on, and statements you can actually read — including nonprofit and grant accounting.
Tax Services & Planning
Individual, partnership, S-corp, and C-corp returns plus year-round planning, prepared under Nonte CPA, our affiliated CPA firm.
Fractional CFO
Senior financial leadership — forecasting, cash flow, lender and board reporting — without the full-time hire.
Questions about transaction advisory? Start with a conversation.
Initial consultations are confidential and complimentary.
Schedule a Consultation