SERVICE · ACQUISITION & DISPOSITION ADVISORY

Buy right. Sell at the right time.

Independent, numbers-first guidance on the deals you're weighing — acquisition evaluation, LOI and pricing strategy, diligence coordination, and hold-sell-refinance decisions. This is advice and analysis, not brokerage: we help you decide; your broker and counsel execute. The underwriting behind every call comes from the same desk.

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How We Help

Six ways we get involved.

Acquisition screen

2–3 business days

A fast go/no-go read on a target: value range, red flags, and what it's worth to you.

Full acquisition evaluation

5–7 business days

Underwriting, market read, and a buy recommendation — with the price and terms to hold.

LOI & pricing strategy

2–4 business days

What to offer, how to structure it, and where your leverage actually is.

Disposition readiness

5 business days

Hold-sell-refinance analysis, pricing, and the story that maximizes proceeds.

Diligence coordination

Per engagement

A checklist and a quarterback for the DD period — leases, financials, third-party reports.

Portfolio buy/sell planning

7–14 business days

Which assets to keep, sell, or refinance — and in what order.

Pricing

Scoped per engagement. Tell us the deal and the decision in front of you, and we'll come back with scope, fee, timeline, and terms on one page. Deal-marketing packages run on a published menu.

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What You Receive

Every engagement ends in a decision.

A written recommendation — buy, pass, or renegotiate; hold, sell, or refinance — with the reasoning.

The supporting model and market read behind the call.

A working call to walk the decision and pressure-test it with you.

Who It's For

Buyers, owners, and operators.

Buyers & Investors

Weighing an acquisition and want an independent read before you commit capital.

Owners & Sellers

Deciding whether to hold, sell, or refinance — and how to get the most from the exit.

Sponsors & Operators

A principal's second opinion on a deal before it goes to your investors.

Talk through a deal

Every engagement begins with a short scoping conversation.

Talk through a deal