You spent years building something.
When you decide to sell your business, the question stops being whether to do it and starts being how to do it right.
Most owners come to us at one of two moments. They know they are ready and want someone who can run the process well. Or they are not sure yet, and they need someone to help them understand what they actually have and what it would take to sell it well. We work with both.
Why Sell With Us
We work with sellers differently than most firms in this category. Before we go to market, we sit with you to understand where the business stands, what needs to be in place to attract the right buyers, and what your real estate situation means for the deal. Those decisions shape the outcome before the process even begins.
We are a service line of First Capital Property Group / CORFAC International. When your transaction has a real estate component, we handle it in-house. For any owner whose business and property are connected, that capability is material.
Every engagement starts as an advisory relationship. We take the time to understand your story, your goals, and what a good outcome actually looks like for you. We begin with the end in mind.
Strategizing Your Exit
We work with owners to understand where the business stands today and what needs to be true for you to achieve your best outcome. That conversation covers the financials, the operations, the real estate situation, and what buyers in your category are actually looking for right now.
We give you a realistic read on value as part of that early conversation, with formal opinions brought in through credentialed specialists when a deal calls for one. The goal is to go to market when the business is ready, not before.
The owners who get the best outcomes are the ones who started the conversation early. Even if a sale is a few years out, the earlier we talk, the more options you have.
A good sale starts long before you go to market.
Mergers & Acquisitions
Not every transaction is a straightforward sale. Some involve business combinations, partial ownership transitions, or deals with strategic buyers who need a different kind of structure.
We provide M&A advisory for transactions in the lower middle market, working alongside owners and their advisors to structure deals that reflect the full value of what they have built. We coordinate specialist support for legal, quality of earnings, and diligence work, and we manage the process from positioning through close.
Trades and Home Services
A significant portion of trades business owners built their companies over 20 or 30 years and are now at the point where the question isn't whether to exit, it's how to do it on their own terms. Many don't have a succession plan. Some have a family member in the picture but no clear structure. Others are ready to sell outright and want to know what their business is actually worth to the right buyer.
That's the conversation we start with.
The buyer pool for quality trades businesses is deep right now. Private equity has been active in HVAC, plumbing, electrical, landscaping, and home services for several years, and strategic acquirers are competing for the same deals. Owners who understand what their business is worth and go to market prepared are in a strong position.
Trades transactions have specific characteristics that require specific knowledge. A service route gets valued differently than a product business. A fleet has meaning to a buyer that needs to be framed correctly. A shop and a yard are assets that affect deal structure, financing, and price. We work in these deals regularly and know how to position them.
Because we operate inside a commercial real estate firm, we handle the property component directly when it's part of the picture. In trades transactions, it often is.
If you own a trades or home services business and you're thinking it might be time to sell your business, we'd like to talk.
How a Sale Works
Every engagement runs confidentially from the first conversation to close. We handle valuation guidance, buyer outreach, the confidential information memorandum, and the full process through due diligence and closing.