Verify
The financial picture is rebuilt from source records. What cannot be traced is labeled for what it is.
All capabilities
Core
A transition worthy of what was built.
We represent the owner by rebuilding the financial picture from source records, preparing the business to withstand a buyer's diligence, approaching only buyers whose capital and timeline fit, and carrying the file through offers, diligence and closing.
Designed for
- Founder- and family-owned businesses across Chicagoland
- Owners weighing a near- or medium-term exit
- Situations where the next steward matters as much as the price
- Sales that must stay confidential while the business keeps operating
Scope of work
- Valuation grounded in current market multiples for the industry
- Financial reconstruction from tax returns, bank statements and point-of-sale records
- Confidential memorandum with weaknesses disclosed rather than discovered
- Buyer qualification behind NDA and proof of funds
- Offer negotiation and diligence coordination
- Lease, licenses, financing and handoff coordinated through close
The engagement, in order
Business Sales & Exit Advisory
Package
Strengths are stated plainly and weaknesses surfaced before diligence rather than during it.
Match
The opportunity reaches buyers whose capital, industry and timeline fit. Others do not receive it.
Close
Offer, diligence, lease, licenses, financing and handoff are coordinated until funds clear.
The intended outcome
A controlled, confidential process and a price the records can defend.
Confidential inquiry
Every important transaction starts with a private conversation.
Send a first note
For a confidential inquiry, call (312) 772-4998 or send a private note.