Discovery
Our work is centered on clarity before execution. The sections below outline how decisions are shaped and carried forward with intent.
We reach out only when there is specific buyer activity that warrants a conversation. That activity may be driven by active acquisition mandates, ongoing or past transactions, or direct buyer intelligence.
We understand what buyers are seeking before a conversation begins. This step compares that criteria with how your business operates today to clarify what that interest realistically looks like — and what options it creates.
Buyer interest can be engaged in different ways. This may involve a direct introduction or a broader competitive process, each with distinct trade-offs around timing, control, and outcome.
With context and options defined, the focus turns to judgment. This step is about determining whether — and when — it makes sense to move forward. Not every situation warrants action.
Questions we're
often asked
Before any decisions are made, it’s natural to want clarity around intent, expectations, and next steps.
These conversations often begin before a clear decision has been made. Owners may be responding to buyer interest or market activity without knowing what, if anything, should happen next.
The questions below provide context around why we reach out and what to expect early in the process.
