Comprehensive services.

One Decision. Double the Value of Your Company.

One decision, 100% more value. Sounds too good to be true.  The right moves, made early, can double what your business is worth.

ADVISORY

Buying or Selling a Business

Call us a broker, an agent, or an advisor.  We provide full mergers and acquisitions support for Long Island businesses: selling, buying, valuation, and succession planning. Institutional deal experience applied to small and mid-sized companies.

Selling Your Business

We get it ready, find the right buyers, and fight for the best price and terms.

Buying a Business

We help you find good businesses to buy, check them out, and get the deal done.

Planning Ahead

We start years ahead to build a business that sells for top dollar.

related:

Exit Factor Program

Owners entering Advisory often benefit from completing our 
Exit Factor readiness assessment first.

CAPITAL

Money to Grow, Buy, or Cash Out

Need money to grow, buy a partner out, or take some cash off the table without selling the whole thing? We help you find the right kind of funding.

Loans

Borrow to grow or make a move without giving up any ownership.

Investors

Bring in partners who put in money and believe in where you’re headed.

Cash Out, Keep Running

Take real money out now and stay in charge of the business.

Growth Money

Flexible funding to expand or buy before you sell.

$ 0 M+

Capital arranged for owners.

related:

Advisory Services

Many capital engagements evolve into full M&A advisory relationships.

EXIT FACTOR™

What is Exit Factor?

Exit Factor is a simple program that tells you what your business is worth right now and shows you how to make it worth more before you sell. It answers the question every owner should ask early: what would I get if I sold today, and how do I get more?

The 5-step exit factor roadmap

01

value

What’s your business worth today, and where’s the upside? We run the assessment and the numbers.

02

optimize

We cut costs, boost profit, and fix the deal-killers that scare buyers off.

03

record

We write down how the business runs, so a buyer can take it over without you.

04

Transform

We put a growth plan in place to hit your target price and your goals.

05

Exit

We line up the deal, the team, and the timing so you sell on your schedule, for top dollar.

THREE DISTINCT SERVICES TO MEET OWNERS AT THEIR STAGE

$

The community

DIY, Self-Paced. Our most affordable option. You get the tools, the online modules, and the templates to work through it on your own time.

$$

peer groups

Monthly Group for One Year. A guided class with other owners in the same boat, plus proven playbooks and best practices.

$$$

Individual counseling

Partnership, Our Top Level. Our team rolls up their sleeves and works right alongside you, one-on-one, to grow your value fast.

GET IN TOUCH

Not Sure Where to Start? Just Call.