Peninsula Road
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Exit Advisory

Sell Your Business with Confidence

 
 

Sell Your Business

Selling your business is a defining moment — one that often comes with a mix of pride, uncertainty, and pressure.

It’s not just about getting the highest price. It’s about making the right decision for yourself, your family, your team, and your legacy.

Whether you’re ready to go to market or just starting to think about what’s next, we help you clarify your goals and lead you through the entire process.

 
An entrepreneur quickly thinking about the future

Is it Time to Sell?

Most owners don’t wake up one day and decide to sell. The idea builds over time.

Maybe you’re feeling the grind more than the passion. Maybe you’re curious what your business is worth. Maybe you’ve had an unsolicited offer and don’t know how to evaluate it.

Whatever the reason, we help you figure out:

  • If a sale is the right move

  • What a realistic outcome looks like

  • Whether the timing makes sense for you, not just the market

What We Help With

We guide business owners through each stage of the sale process. Here’s how it typically works:

Step 1: Planning & Readiness

  • Understand your goals (financial, emotional, legacy)

  • Evaluate your business’s readiness and value drivers

  • Identify key risks and opportunities

Step 2: Preparing for Market

  • Clean up financials and documentation

  • Build your positioning narrative

  • Identify potential buyer profiles (strategic, financial, internal)

Step 3: Outreach & Buyer Engagement

  • Create materials and conduct outreach discreetly

  • Qualify interest and manage early conversations

  • Position you for competitive leverage

Step 4: Negotiation & Deal Structuring

  • Analyze offers and terms

  • Navigate key issues (valuation, earnouts, reps & warranties)

  • Lead negotiations while you continue running the business

Step 5: Closing & Transition

  • Coordinate diligence and legal

  • Support communication with team and stakeholders

  • Ensure smooth handoff and clean exit

A business owner and his advisor review something on the computer
Colleagues reviewing a complex process together

What To Expect

We don’t use a template or cookie-cutter approach. Every owner and every business is different.

Some clients work with us for months before they’re ready to go to market. Others engage us after receiving an unsolicited offer and need help navigating the next steps.

Our job is to give you confidence at every stage — to help you think clearly, act strategically, and make a decision you’re proud of.

Trusted by Owners Across Industries

We’ve advised on everything from the divestiture of an early-stage tech company to a publicly traded acquirer, to a multi-buyer auction of a seven-figure, family-run services business.

We’ve supported founders exploring quiet, strategic sales, helped families weigh the trade-offs between selling and succession, and guided owners through the process even when their end goal wasn’t yet fully clear.

Our role is the same in every case: to bring clarity, manage complexity, and help you make the right decision, not just the fastest one.

An Advisor showing a client a document

Not sure if it’s time to sell?

Let’s talk about what makes sense for you — no pitch, no pressure.

Insights for Owners Thinking About a Sale

Selling isn’t just about the deal. These articles explore what actually drives value, how to prepare for the process, and what it feels like to let go, drawn from real conversations with owners at the crossroads.
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What Does an M&A Advisor Really Cost

When business owners think about selling, one of the first questions they ask is: “What will this cost me?” This article breaks down how M&A advisor fees actually work and what you’re really paying for when you hire the right partner.

Read More →
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What Is My Business Really Worth?

Valuation isn’t just about earnings, it’s about how a buyer sees the next five years. In this article, we break down what actually drives value and why comparing your business to someone else’s “multiple” can lead you astray.

Read More →
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Letting Go Emotionally: The #1 Challenge When Selling Your Business

When we asked business owners about their biggest challenge in selling, 60% said it’s the emotional hurdle of letting go. In this article, we explore why it’s so difficult to step away — and how to prepare yourself for this inevitable part of the journey

Read More →
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Preparing Your Business for Sale: What Every Owner Should Know

Preparing your business for sale isn’t just about finding a buyer—it’s about setting the stage for a successful transaction. From financial cleanup to operational improvements and legal readiness, these steps will help you maximize value and ensure a smooth sale.

Read More →