A Strategic, Step-by-Step Approach to Business Transitions
Whether you're selling or buying, we follow a proven methodology designed to protect your interests and maximize outcomes.
Every transaction is handled with complete discretion. NDAs, secure data rooms, and careful buyer screening protect your business identity.
Accurate valuations backed by financial modeling, industry comps, market analysis, and real-world operational insights.
No jargon, no confusion. We explain every step, every term, and every decision in language that makes sense to you.
A calm, strategic, respectful process from start to finish
Confidential discussion about your goals, timeline, and expectations
Comprehensive review of cash flow, EBITDA, and market positioning
Customized approach based on your unique situation and goals
Professional presentation and strategic buyer/seller targeting
Only serious, pre-qualified parties move forward in the process
Expert guidance on price, terms, and deal structure
Thorough verification of financials, contracts, and operations
Smooth transition with professional support every step of the way
You work directly with Colton Mortag throughout your entire journey. No junior associates, no call centers. Just personalized, boutique-level attention from someone who understands what you're going through.
Business transactions typically take 4-9 months from listing to closing. We'll set clear expectations upfront and keep you informed throughout the process. No surprises, no unrealistic promises.
Your business information is protected through secure data rooms, NDAs, and careful buyer screening. Only qualified, serious buyers see detailed information about your business.
You'll receive regular updates, honest feedback, and clear explanations of every decision. We believe in empowering you with information, not keeping you in the dark.
This is your decision, your timeline, your business. We provide guidance and recommendations, but you're always in control. If something doesn't feel right, we'll work together to find a better solution.