Sell your business on your terms. Or find the right one to buy.

Most M&A advisors run the process. We also run the financial preparation that makes the process succeed.

We have been CFO of a private credit fund. We know what lenders look at, what kills a deal in due diligence, and what financial story a buyer or investor needs to see before they will commit.

When we prepare a business for sale, we do not just package it. We fix whatever a buyer would flag — before they see it.

Telecommunications Contractor

$12.9M revenue, $2.41M EBITDA. We normalized the financials, separated the real estate, built the confidential information package, and ran a controlled process. Four letters of intent received. Multiple buyers in due diligence. $14M asking price.

Family Dental Practice

$1.68M in annual collections. We built the valuation around unused capacity — the owner practicing only 12 days a month and referring out implants and ortho. Positioned at a $3M asking price.

Electrical Contractor Roll-up

Used DellaRok's private credit network to fund three acquisitions. EBITDA grew 124% over three years. Exit valuation increased by roughly $14M.

Phase 1: Discovery and Valuation (Weeks 1 to 4)

• Leadership team interviews and business review
• 3 to 5 year financial statement analysis and cleanup
• EBITDA bridge development (15 to 25 adjustments typical)
• Working capital analysis and target setting
• Comparable company and past transaction analysis
• DCF modeling and multiple valuation methods

Phase 2: Positioning and Preparation (Weeks 5 to 10)

• 50 to 80 page Confidential Information Memorandum (CIM) development
• Anonymous Teaser creation for initial outreach
• Strategic growth story and competitive positioning
• Virtual data room organization (corporate, financial, operational, legal)
• Buyer list development (50 to 100+ strategic and financial targets)
• Sell-side Quality of Earnings analysis preparation
• Management presentation materials and Q&A preparation

Phase 3: Buyer Targeting and Marketing (Weeks 11 to 20)

• AI-powered buyer matching based on industry, size, geography, investment focus
• Phased outreach strategy (Tier 1, 2, 3 buyers based on fit)
• Financial buyer targeting: PE funds matched to investment criteria
• Anonymous teaser distribution and interest tracking
• NDA execution and confidentiality management
• Staged CIM distribution to qualified buyers only
• Initial buyer Q&A and information request management

Phase 4: Bid Management and Negotiation (Weeks 21 to 28)

• Indication of Interest (IOI) request with deadline
• Management presentations and site visits (top 3 to 5 buyers)
• Letter of Intent (LOI) request and competitive bid analysis
• Best and Final Offer (BAFO) process management
• Deal structure optimization: price, earnouts, working capital, reps and warranties
• Buyer selection and LOI negotiation
• Purchase agreement framework development