Our services

Support for your business decision.

Choose the service that fits your objective.

Business sales

Prepare your business for its next owner.

We help you consider sale readiness, pricing, buyer questions and the steps toward a confidential transaction.

What we cover

Clarify your sale objectives, preferred timing and owner transition plans.
Review the business overview and financial information buyers will need.
Identify operational, lease and transaction questions to address before proceeding.

What to prepare

Business name, location, industry and brief operating history.
Recent profit and loss statements, balance sheets and available tax returns.
Lease details, major assets, liabilities and any existing sale expectations.

Start with a summary. Share detailed or sensitive records only after agreeing on the appropriate next step.

Business acquisitions

Find an opportunity that fits your goals.

We help you define acquisition criteria and assess potential businesses against your budget, experience and operating plans.

What we cover

Set target industries, locations, investment range and desired owner involvement.
Review available information about earnings, operations and the asking price.
Identify due diligence questions and the information needed before an offer.

What to prepare

Preferred industry, geographic area and acquisition timeline.
Budget, available capital and intended financing approach.
Relevant experience and the business opportunities you are considering.

Start with a summary. Share detailed or sensitive records only after agreeing on the appropriate next step.

Business valuation

Understand the factors behind the price.

We discuss the purpose of your valuation and the financial and operational factors that affect business value.

What we cover

Consider historical earnings, cash flow, assets and liabilities.
Review owner involvement, customer concentration and operating dependencies.
Identify information gaps that affect pricing and transaction readiness.

What to prepare

Purpose of the valuation and the date or transaction being considered.
Recent financial statements, tax returns and year-to-date results.
Asset and liability summaries, owner compensation and significant nonrecurring items.

Start with a summary. Share detailed or sensitive records only after agreeing on the appropriate next step.

Consultation & guidance

Turn your questions into a practical next step.

A focused conversation helps you explore options and decide what information or professional input you need next.

What we cover

Discuss the business decision you are facing and your priorities.
Review the information you already have and the questions still open.
Identify a practical next step and any additional advisers you may need.

What to prepare

A brief summary of your situation and main objective.
Your key questions, preferred timeline and relevant background.
A short business overview or opportunity summary, if available.

Start with a summary. Share detailed or sensitive records only after agreeing on the appropriate next step.

E-2 business opportunities

Explore the business side of a U.S. investment.

We help you consider acquisition opportunities from a commercial perspective. Immigration eligibility, strategy and filings should be reviewed with qualified immigration counsel.

What we cover

Define the type of business, location and operating role you want to pursue.
Review available information about the business, investment needs and operations.
Identify commercial records and questions to coordinate with your advisers.

What to prepare

Preferred business sector, location and target investment range.
Available capital, acquisition timeline and proposed owner involvement.
Any business opportunity details and information requests from your immigration counsel.

Start with a summary. Share detailed or sensitive records only after agreeing on the appropriate next step.