Unsure if you’re truly prepared to sell? Take our free PREScore™ assessment to discover your exit readiness. This quick questionnaire evaluates your business in key areas like vision, team involvement, and financial stability.
Our in-depth ValueBuilder Assessment reveals your business’s standing on the eight key drivers of value. This comprehensive report identifies areas to strengthen and provides actionable steps to maximize your worth. Our Valuebuilder Assessment includes a comprehensive Market Based Valuation of your business.
Our comprehensive ValueBuilder Engagement combines assessment and ongoing consulting. Get a detailed value report followed by monthly sessions to implement growth strategies and drive significant value increases. Our Valuebuilder Engagement includes a comprehensive Market Based Valuation of your business.
Avoid disruptions with employees, customers, and suppliers by keeping the sale confidential.
Prevent negative impact on your business worth by keeping the sale under wraps.
We understand confidentiality and have protocols to ensure only authorized parties see business information.
Expose your business to a large pool of qualified buyers without anyone knowing it's for sale.
We craft marketing materials that pique buyer interest without disclosing your identity or location.
Only serious buyers with signed non-disclosure agreements and financial capability see detailed information.
John Patrick
Data Analyst
JP works closely with the Marketing and Deal Origination teams to backfill and organize our growing CRM database. His attention to detail helps ensure data accuracy across our organization.
Randall Gratuito
Data Analyst
Randall works closely with the Marketing and Deal Origination teams to populate, filter, and securely manage our growing CRM database. He is extremely diligent and helps ensure data accuracy across our organization.
Mike Murphy
Deal Administrator
Mike works closely with Scott and Leon to ensure clients are well supported. His attention to detail and excellent interpersonal skills are assets in completing due diligence and getting deals to the finish line.
Eve Northmore
Business Transition Psychologist
Eve works with owners and stakeholders to clarify transitional goals. She specializes in team culture analysis and personality profiling workshops to improve staff retention, happiness, and productivity for our clients.
Danielle M. Corriveau
Client Marketing Manager
Danielle manages marketing programs for clients through a variety of channels with a focus on lead generation and building the sales pipeline. She acts as an advocate and liaison between clients and the rest of the organization, increasing loyalty and retention.
Matthew Fluet
Lead Analyst
Matt is responsible for generating accurate and detailed MVA™ reports for our clients. Additionally, he leads all data operations for OpnRoad with a focus on CRM system development and administration.
Leon Arcus
Project Manager
Leon works with our M&A advisors and clients to ensure each deal advances according to schedule. Having practiced corporate law in New Zealand, his attention to detail and project management skills are of great value.
Sam Hinchey
Operations & Search Manager
Sam manages all internal operations for our team. She is also responsible for buy-side search campaigns across north America for our Deal Origination services.