Investment bankers, brokers, and advisors focus on running transactions — sourcing buyers or investors, negotiating terms, and closing deals. TreeFork focuses on preparing your business and leadership team for those moments.

We help you clarify and communicate your story before you engage the market — whether you’re raising capital, acquiring or merging with a company, navigating a leadership or product pivot, or preparing for an exit. Our work ensures your narrative, positioning, and materials resonate with the right audiences and strengthen outcomes once advisors step in.

Ideally, companies should start preparing 1-3 years before a transaction, capital raise, acquisition, or significant strategic shift. Early preparation creates leverage, expands optionality, and reduces risk.

That said, we can provide meaningful value at any stage — from early readiness assessments to late-stage narrative refinement under tight timelines.

Strategic buyers are operating companies in your industry (or adjacent ones) looking for synergies, capabilities, or market expansion. Financial buyers are investors — often private equity or institutional capital — focused on growth potential and returns.

The distinction matters not only in exits, but also in acquisitions, mergers, and capital raises. We help you tailor your positioning and messaging to resonate with the specific audience evaluating your company at that moment.

We specialize in small and mid-market companies, typically with revenues ranging from $5 million to $100 million.

Readiness means your business is financially, operationally, and strategically positioned for scrutiny and opportunity — not just a sale.

Depending on the inflection point, readiness may include clear strategic rationale, investor-ready storytelling, aligned leadership messaging, scalable operations, and a compelling value proposition that builds confidence with external stakeholders.

We work with you to identify what truly sets your company apart — whether it’s recurring revenue, customer relationships, IP, operational discipline, leadership strength, or culture — and package that value in a way that resonates with buyers, investors, partners, employees, or customers.

Each company and inflection point is different. Some readiness assessments take a few days or weeks, while deeper narrative development and communications roadmaps can span several months. Beginning as early as possible provides more flexibility, less pressure, and stronger outcomes.

That’s okay! Our strategic counseling simply works to expand your options. Even if you don’t pursue a transaction or raise immediately, strengthening your narrative, positioning, and communications often improves performance, confidence, and long-term value in the meantime.