Our M&A Process
A clear path from here
to what’s next.
No hand-offs. No shortcuts. At Salt Creek Advisory, the same two people from first call to close.
The Four Steps of Our Process
The First Call
One honest conversation about your business, your goals, and your timeline. No deck, no pitch. If we are not the right fit, we will say so and point you toward someone who is.
The Straight Answer
We dig into your numbers and value drivers, then give you an unfiltered read: what your business is likely worth, what would make it worth more, and whether now is even the right time. Sometimes the honest answer is "wait," and we will tell you that too.
The Game Plan
We map the buyers worth calling for your business: PE platforms, strategics, and family offices, vetted by hand. Then we build the materials that make them compete. Our target is first offers within 30 days of launch.
The Close
We run the data room, coordinate diligence, field offers, and negotiate terms while you keep running your business. A typical lower middle market sale closes in six to nine months, and Jack and Connor are on every call from first conversation to wire.
Download: Navigating the Sale of Your Business, a Sell-Side Timeline (PDF) ↓