You didn’t build it to hand over to just anyone.

Research-based M&A advisory that helps business owners find the right buyer.

Guiding you through one of the most important deals of your life.

WHAT WE DO

You’ve built something worth protecting and we’re here to help you sell it with the strategy, care, and respect it deserves.


We work with business owners preparing to sell companies that are complex enough to demand expert handling - and valuable enough to deserve hands-on attention throughout the entire M&A process.

WORK TOGETHER

Find the Right Buyer with our Research-Based M&A Process

HOW WE DO IT

The right buyer isn’t found by accident. It takes a coordinated effort, starting with the advisors you already trust. From day one, we work with your legal, accounting, and wealth teams to build a strategy that puts your interests first.

At the same time, we personally research and vet the right potential buyers, curating a targeted list based on strategic fit, financial strength, and alignment with your vision.

1

Prepare

2

Bid Process

3

Diligence

4

Closing

Position the business for the strongest sale. We identify strengths, mitigate risks, and build the materials serious buyers expect - all with your goals in mind.

1

Prepare

2

Bid Process

3

Diligence

4

Closing

We run a structured, confidential process to generate competition among vetted buyers. Which gives you leverage and supports your personal goals.

We help manage due diligence and shield you from distractions, so operations stay strong and the path to closing stays clear.

We’re by your side through closing — coordinating with your deal team and keeping everyone aligned to protect the outcome.

WORK TOGETHER

Our role is to lead the M&A process while coordinating with your existing advisors, ensuring no detail is overlooked and every opportunity is maximized.

From Start to Close:

What to expecT

Find the Right Buyer with our Research-Based M&A Process

HOW WE DO IT

The right buyer isn’t found by accident. It takes a coordinated effort, starting with the advisors you already trust. From day one, we work with your legal, accounting, and wealth teams to build a strategy that puts your interests first.

At the same time, we personally research and vet the right potential buyers, curating a targeted list based on strategic fit, financial strength, and alignment with your vision.

4

Closing

3

Diligence

2

Bid Process

1

Prepare

Position the business for the strongest sale. We identify strengths, mitigate risks, and build the materials serious buyers expect - all with your goals in mind.

We run a structured, confidential process to generate competition among vetted buyers. Which gives you leverage and supports your personal goals.

We help manage due diligence and shield you from distractions, so operations stay strong and the path to closing stays clear.

We’re by your side through closing — coordinating with your deal team and keeping everyone aligned to protect the outcome.

4

Closing

3

Diligence

2

Bid Process

1

Prepare

Position the business for the strongest sale. We identify strengths, mitigate risks, and build the materials serious buyers expect - all with your goals in mind.

We run a structured, confidential process to generate competition among vetted buyers. Which gives you leverage and supports your personal goals.

We help manage due diligence and shield you from distractions, so operations stay strong and the path to closing stays clear.

We’re by your side through closing — coordinating with your deal team and keeping everyone aligned to protect the outcome.

4

Closing

3

Diligence

2

Bid Process

1

Prepare

Position the business for the strongest sale. We identify strengths, mitigate risks, and build the materials serious buyers expect - all with your goals in mind.

We run a structured, confidential process to generate competition among vetted buyers. Which gives you leverage and supports your personal goals.

We help manage due diligence and shield you from distractions, so operations stay strong and the path to closing stays clear.

We’re by your side through closing — coordinating with your deal team and keeping everyone aligned to protect the outcome.

4

Closing

3

Diligence

2

Bid Process

1

Prepare

Position the business for the strongest sale. We identify strengths, mitigate risks, and build the materials serious buyers expect - all with your goals in mind.

We run a structured, confidential process to generate competition among vetted buyers, for the purpose of giving you leverage and maximizing value.

We help manage due diligence and shield you from distractions, so operations stay strong and the path to closing stays clear.

We’re by your side through closing — coordinating with your deal team and keeping everyone aligned to protect the outcome.

WORK TOGETHER

From Start to Close:

What to expecT

Our role is to lead the M&A process while coordinating with your existing advisors, ensuring no detail is overlooked and every opportunity is maximized.

Helping you close this chapter with strength and clarity.

MEET JOHN,

John Celani is a trusted advisor to business owners navigating major transitions. A Certified Exit Planning Advisor (CEPA) with more than a decade of experience in M&A and business law, he helps owners protect what they’ve built and move confidently into their next chapter.

He holds degrees in Accounting, Financial Services, Law, and Taxation, and brings a rare combination of exit planning expertise, business acumen, and personal attention to every engagement.

We’d be honored to guide you — with a more thoughtful approach than a typical business broker, and more personal attention than an investment bank. 


Curious how our research-based process works? Fill out the form and we’ll be in touch shortly.

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We look forward to connecting soon to see how we can help you find the right buyer and exit with confidence and clarity.


You're one step closer to a smarter exit.