Your life’s work.
A future shaped around you.
Selling a business is a personal decision. Your advisory relationship should feel that way, too.
Mergers and acquisitions consulting, exit planning, and business sales. Thoughtful guidance for the business you’ve built and the life you want next.
BOUTIQUE BY DESIGN
M&A advisory for
$1M–$100M transaction values
The business matters.
So does the person behind it.
You have put years into building something that matters. Deciding what comes next deserves honest advice, a considered plan, and people who take the time to understand you.
We help business owners prepare for a sale, consider their options, and navigate a transaction with care for their goals, their people, and their legacy.
Guidance for your next chapter.
Prepare your business for market, connect with qualified buyers, and navigate the details of a sale with an advisor by your side.
Sell-side M&A advisory
Understand your options and the steps that can strengthen your business before a future transition.
Exit planning
Clarify what you are looking for, evaluate opportunities, and approach an acquisition with a considered strategy.
Buy-side advisory
People you know.
Advice you can talk through.
With Sarah and Rajiv Khatri, you have a personal relationship with the people guiding your transition. We take time to understand your business, answer your questions, and help you think through the decisions ahead.
Our faith informs how we serve: with integrity in our advice, stewardship of what you’ve built, and care for the people a transition touches.
INDUSTRIES WE SERVE
Different businesses.
The same personal commitment.
Built around your business.
Every industry has its own buyers, operating realities, and transition challenges. We start by understanding yours.
Construction · Healthcare · Education · Technology · Manufacturing · HVAC · Transportation · Retail · Tourism · Auto · Services
A thoughtful path for Main Street, too.
Our business brokerage services help owners of smaller businesses prepare for a sale and connect with qualified buyers, with the same personal attention and care.
Questions worth asking.
You don’t need every answer before starting a conversation.
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The right approach depends on your business, its size, and the complexity of the transition. M&A advisory often involves more preparation, buyer strategy, and transaction coordination. Business brokerage can be a good fit for smaller businesses. We will help you think through the right path.
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That is a good time to start a conversation. Exit planning can help you understand your options, identify what may affect value, and prepare at a pace that fits your goals. A conversation does not commit you to a sale.
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We plan how and when business information is shared, use confidentiality agreements where appropriate, and discuss buyer qualification before sensitive details are released. We will walk you through the process and the limits of confidentiality in a transaction.
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Yes. We help buyers clarify acquisition goals, consider opportunities, and navigate the process. Start with a conversation about the type of business you are looking for and your objectives.
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We begin by understanding your business and what you want next. From there, we prepare a plan, connect with appropriate buyers or opportunities, and help navigate negotiations, diligence, and closing alongside your legal and tax professionals.
LET’S TALK
Based in West Palm Beach.
Serving business owners across Florida and beyond.
Tell us what you’ve built.
And what you’re thinking about next.
Whether a sale is on your mind today or a few years from now, we would welcome a confidential conversation about your business and your goals.
Start a confidential conversation →
Mergers and acquisitions consulting and business brokerage in West Palm Beach, Boca Raton, Fort Lauderdale, Miami, Orlando, Tampa, and communities throughout Florida.