How does TreeFork’s work differ from what an investment banker or business broker does?
Bankers and brokers focus on running the transaction and finding buyers. We focus on preparing you and your business to stand out — ensuring your story resonates with the right acquirer audiences before you go to market.
When should I start planning my exit?
Ideally, 2–3 years before a sale to optimize value, but we can provide value no matter where you are in the process. Early preparation gives you more leverage, more options, and fewer surprises.
Who are strategic vs. financial buyers?
Strategic buyers are companies in your industry (or adjacent ones) looking for synergies.
Financial buyers are investors (often private equity) focused on returns and growth potential.
We help you position your business to your ideal buyer audience and formulate a strategy to win them over.
What size companies do you typically work with?
We specialize in small and mid-market companies, typically with revenues ranging from $5 million to $100 million.
What does “exit readiness” mean?
Exit readiness means your business is financially, operationally, and strategically positioned for a sale. This includes clear financial storytelling, scalable operations, a strong growth narrative, and a compelling value proposition for buyers.
How do you help me define and communicate my value proposition?
We work with you to identify what truly sets your company apart — whether it’s recurring revenue, customer relationships, IP, or culture — and package it in a way that resonates with potential acquirers.
How long does the process usually take?
Each company is different, but preparing and executing an exit strategy often takes 6–18 months. Starting early gives you flexibility and reduces pressure.
What if I’m not sure I want to sell yet?
That’s okay. Our strategic counseling simply works to expand your options. Even if you don’t sell right away, undergoing this process of preparation and positioning will boost your company’s performance and value in the meantime.