A founder wants liquidity but refuses to risk team-wide cuts.
Selected Situations
Representative decision contexts where owners need disciplined process support and values-aligned buyer selection.
A family brokerage wants a successor who will preserve culture.
An owner has strong EBITDA but cares more about fit than top price.
A firm wants strategic options without launching a broad auction.
A seller wants to explore whether another family brokerage is the right next steward.