Craft your story,
seal the deal.
We start the process 12-18 months before you go to market, transforming your company into an acquisition target that commands maximum valuation.
Strategic positioning is invaluable in contributing to corporate-level visibility and market awareness for M&A transactions. We empower companies to think creatively about their value propositions, land on the radar of acquiring entities in a high impact manner, and create the most successful outcomes.
Our expertise lies at the intersection between investor positioning, brand strategy, and market visibility tactics. Through personalized, hands-on guidance, we help you assess your exit readiness and develop a multifaceted communications strategy that aligns with your company’s growth story, buyer landscape, and exit goals.
Have you ever wondered:
What goes into determining the most suitable exit route? And how do I position my company in the best light?
What is the ideal buyer persona that I want to position my company towards? Are they a strategic or financial buyer? How do these buyers differ, and how will this influence the communication strategies that my company will implement?
How do I best craft my company’s story, boost visibility and traction in the industry, highlight growth potential, and optimize my valuation outcomes?
How do I ensure my materials reflect the intangible value I am so proud of building? How do I craft my executive summaries, press releases, and website language to be tailored to specific acquirer audiences?
How do I enhance my public messaging strategy to strengthen market perception? How can I ensure that my message is consistent across touchpoints?
How do I manage my company’s internal communications before, during, and after a sale? How can my team prepare for meetings with buyers?
We can tackle these questions together. Let’s talk.
We are your Deal Whisperer, specializing in four distinct services that tackle various aspects of packaging your business for sale.
Initial Readiness Assessment
We examine your company’s current positioning and readiness for an exit, identifying gaps to fill before going to market and suggesting a high-level plan for remediation.
Includes:
Assessment of strategic positioning, value proposition, communication programs, industry presence, and voice of CXO
Preliminary evaluation of exit readiness compared to benchmarks
Basic strategic communications guidance (key messaging, executive talking points, KPIs to strive for to boost valuation)
Top 5 “quick wins” to increase buyer appeal.
Best for: Businesses considering an exit in 12–24 months, looking for a starting point.
Strategic Positioning and Storycraft Package
We help you solidify your exit plan and begin crafting your narrative to attract the right buyers.
Includes:
Identifying differentiators between financial and strategic acquirers.
Deep dive into brand strengths, market niche, and competitive advantages
Refining buyer-focused materials such as CIM, pitch deck, and executive summary.
Messaging framework / basic content generation tailored to strategic and financial buyer audiences.
Best for: Owners ready to market the business within the next year.
Exit Strategy Design and Implementation
We provide you with a customized roadmap for sale that maximizing exposure to targeted buyers and communicate your marketing story across touch points
Includes:
Solid communication diagnostic for identifying deal levers and risks.
Buyer universe mapping (both strategic and financial targets).
Coordination with M&A advisors, attorneys, and accountants to align on strategy.
Visibility-building for executives, products, services, and other high-value assets
Upgrading website and social media, planning and creating materials for conferences and corporate events
Targeting channel partnerships and developing buyer-specific slide decks
Best for: Companies actively preparing to enter sale negotiations.
Full Lifecycle Exit Partner
We work alongside your investment banker or broker throughout your entire exit cycle, offering end-to-end advisory and guiding your company from pre-market preparation through deal close and post-exit transition.
Includes:
Comprehensive readiness work (leadership alignment, communications and investor positioning strategy).
Direct collaboration with investment bankers or M&A advisors during the sale process.
Buyer meeting preparation and coaching for executives.
Post-exit integration and transition advisory (especially for strategic buyer sales).
Best for: Owners seeking a high-touch partner to manage the complexity of an entire exit journey.
Questions?
Interested in learning more about our services? We would love to hear from you!