Sell Your Business With Confidence

Trust, honesty, and service are at the core of every successful business - and every successful sale. We provide full-service M&A advisory for owners ready to explore their exit.

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Our Methodology

Structured for Maximum Certainty.

We don't rely on luck. We engineer a competitive market for your business using a proven, rigorous auction process designed to maximize value and minimize risk.

Standard Process Live Case Study
01

Initial Outreach

Broad Market Engagement

100+
Targets

We create a market by reaching 30-100+ qualified buyers through multiple channels.

02

Information Sharing

NDA & CIM Distribution

High
Interest

Confidential Information Memorandums (CIMs) distributed to vetted buyers.

03

Building Momentum

Indications of Interest (IOI)

Active
Bidding

Competitive tension drives timelines. Management meetings conducted.

04

Multiple Offers

Letters of Intent (LOI)

5-10
Offers

Hidden value revealed. Bid ranges often vary by millions.

05

Selection & Closing

Maximum Value Achieved

Success
Outcome

Hands-on guidance through diligence, financing, and wire transfer.

Why This Works

By engaging multiple buyers simultaneously on a strict timeline, we remove the leverage from the buyer and place it in your hands. This creates scarcity and drives valuation.

Typical Duration 5-7 Months
Buyer Type Strategic & PE
Success Rate High

Start the Process

Get a confidential valuation of your business today.

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Is This Right for You?

A broad process isn't right for every opportunity, and not every business wants to reach out to 500 buyers for confidentiality reasons. We tailor our processes to what our clients want, while also giving honest feedback on what we know will deliver the best results.

We work with owners of established, profitable businesses who are considering a sale. Our ideal clients are:

  • Generating over $1M in EBITDA or SDE
  • Family or individually owned
  • Profitable with diversified customer base
  • Seeking majority or full ownership sale
  • Ready to begin the process within 6-12 months

Not Sure If You're Ready?

Many owners aren't sure if it's the right time. A confidential conversation costs nothing and can help you understand your options - whether that's selling now, later, or not at all.

The best offer isn't always the highest

Questions to ask yourself:

  • Do I like and trust the buyer?
  • Is the buyer excited about the deal and are we confident they'll get the deal done?
  • Are they going to care for my employees and customers like I do?
  • Do they have legitimate access to capital?

Why Work With Trailhead?

We've Been Owners Too

We've started, bought, operated, and sold businesses ourselves. We understand the emotional complexity of selling something you've built.

Not a Broker

We don't list your business on a website and wait for buyers. We run a structured, confidential process designed to maximize value.

Aligned Incentives

We work on success fees. We only succeed when you do - and we often go at-risk alongside our clients.

Full-Service Advisory

From preparation through closing, we manage every aspect of the process so you can focus on running your business.

Receiving Unsolicited Offers?

Buyers reaching out directly often aren't offering market value - they're hoping to avoid a competitive process. Before responding, let us help you understand what your business is actually worth and whether you're getting a fair deal.

Ready to Explore Your Exit?

Schedule a confidential call to discuss your business and learn how we can help you achieve your goals.

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