Transaction
Advisory

YOU'VE INVESTED YOUR LIFE IN BUILDING A COMPANY; COMPASS ADVISORS HELPS YOU SECURE THE GREATEST RETURN ON THAT INVESTMENT.

Our Role

As seasoned guides traversing familiar terrain, our experience repeatedly navigating the M&A process gives us the confidence and authority to expertly coach you through one of the most consequential business endeavors of your lifetime.

The Market

The M&A marketplace is rife with inefficiencies and hurdles, requiring a structured marketing approach to navigate it effectively. By creating a competitive market for our clients, we direct the process to achieve the best valuation and buyer alignment.

Transaction Timeline

We manage the entire transaction process: engaging buyers or equity investors, negotiating, navigating through due diligence, and closing. The typical completion timeline ranges from 9 to 12 months, depending on market response and third-party factors.

Pre-Launch
Launch Project
Marketing Package Development
Marketing Package Approval
Execute Go-to-Market Plan
Engage Buyers & Secure Bids
Select Best Fit Buyer
Negotiate Leter of Intent
Due Diligence and Financing
Negotiate Final Agreements
Closing
Transaction Timeline
Month
1
2
3
4
5
6
7
8
9 - 12


Note: Actual transaction timelines may vary.