Confidential M&A Advisory, Middle Market

You built the business.
Now exit on your terms.

I help founder-led businesses with transactions of $50 million and under prepare for successful transitions to new ownership. Most owners only sell a business once. The preparation you do in the next 12 months determines what that sale looks like.

Schedule a Confidential Consultation

No obligation. No pressure. Every conversation is strictly confidential.

The questions every founder eventually faces

What is my business actually worth?

Not what an online calculator says. What a qualified buyer in today's market would actually pay, and what drives that number up or down.

Is my business ready to sell without me?

Buyers pay a premium for businesses that run on systems and a team, and they discount businesses that depend on the founder.

When should I start preparing?

The best exits are planned 1 to 3 years in advance. Starting early means more options, stronger negotiating position, and a better outcome for your people.

A clear path from where you are to a successful transition

  1. 01

    Confidential Discovery

    We talk about your business, your goals, and your timeline. You decide what happens next.

  2. 02

    Valuation & Readiness Assessment

    You get a clear-eyed view of what your business is worth today and the specific factors holding that number back.

  3. 03

    Exit Preparation

    We strengthen the value drivers buyers care about: financial clarity, recurring revenue, team depth, and transferability.

  4. 04

    Transition

    When you are ready, we run a confidential, competitive process to find the right buyer at the right terms, and protect your legacy through the handoff.

AN

Advisory built around the founder, not the transaction

I'm Alicia Navarro, an M&A advisor serving founder-led businesses in the middle market. My focus is the owner who built something real, often over decades, and wants the next chapter handled with the same care it took to build it.

A transition done well protects your employees, your customers, and your name in the community. That is the standard I work to in every engagement.

Request a confidential consultation

Tell me a little about your business. I personally review every inquiry and respond within one business day.

Your information is held in strict confidence and is never shared.