Advisory Services
Structured Process. Measurable Outcomes.
Every CBH engagement is built around a defined process, clear milestones, and a commitment to maximizing value for our clients. We bring disciplined execution to every transaction.
Full Transaction Execution
Sell-Side M&A Advisory
- Comprehensive business valuation and financial modeling
- Preparation of Confidential Information Memorandum (CIM)
- Targeted, NDA-protected outreach to qualified buyers
- Management of competitive bid dynamics and LOI negotiation
- Coordination of due diligence, legal documentation, and closing
Market-Based Valuation Advisory
Business Valuation
- EBITDA normalization and add-back analysis
- Comparable transaction and industry multiple benchmarking
- Identification of value-enhancing adjustments
- Defensible valuation narrative for buyer conversations
- Clear financial positioning for market readiness
12–36 Month Pre-Sale Strategy
Exit Planning
- Identification of value drivers and risk factors
- Financial normalization and reporting improvements
- Revenue concentration mitigation strategies
- Management team strengthening and succession planning
- Operational efficiency and margin improvement initiatives
Transaction Architecture
Deal Structuring
- Asset vs. stock sale analysis and optimization
- Earnout, seller financing, and rollover equity structures
- Working capital and closing mechanics
- Tax-efficient transaction planning
- Post-closing transition and non-compete frameworks
Acquisition-Side Advisory
Buyer Representation
- Target identification and screening
- Valuation and offer structuring guidance
- Negotiation support and LOI preparation
- Due diligence coordination
- Post-acquisition integration planning
Common Questions
Frequently Asked Questions
What fees does an M&A advisor charge?
Most M&A advisors charge a success-based fee (a percentage of the transaction value) plus a smaller monthly retainer. This structure aligns our interests with yours — we succeed when you do. Fee structures vary based on deal size and complexity.
Do I need an M&A advisor to sell my business?
While not legally required, owners who use an M&A advisor typically achieve 20–40% higher valuations than those who sell independently. An advisor manages the entire process — from valuation and buyer identification to negotiation and closing — while you continue running your business.
What is a Confidential Information Memorandum (CIM)?
A CIM is a comprehensive document that presents your business to prospective buyers. It includes financial performance, growth opportunities, operational overview, and investment thesis — all prepared under strict confidentiality protocols.
How do you find buyers for my business?
We conduct targeted, confidential outreach to pre-qualified buyers including private equity firms, strategic acquirers, family offices, and independent sponsors. Each potential buyer is vetted for financial capacity and strategic fit before receiving any information about your company.
What is the difference between asset sale and stock sale?
In an asset sale, the buyer purchases specific assets and liabilities. In a stock sale, the buyer acquires the entire entity including all assets, liabilities, and contracts. Each structure has different tax implications, liability exposure, and complexity. We advise on the optimal structure for your situation.