For Business Owners

Understand Your Value. Protect Your Legacy. Prepare for What Comes Next.

Erika connects business owners with the valuation, preparation, advisory and transaction resources required to evaluate their options and pursue the right transition at the right time.

How We Work With Sellers

From First Conversation to What Comes After

1

Preparing to Exit

  • Business valuation & opinion of value
  • Exit-readiness assessment
  • Financial normalization & documentation
  • Value acceleration planning
2

Exiting

  • Confidential marketing to qualified buyers
  • Buyer identification & qualification
  • Offer & LOI evaluation
  • Negotiation & closing coordination
3

Post-Integration

  • Transition & handoff support
  • Capital stack creation & financing structure
  • Access to our funding partner network
  • Post-close operational continuity

Capital Stack & Financing

Structuring the Right Deal Isn't Just About Price.

Every transition involves a capital stack — the mix of seller financing, senior debt, equity and outside capital that makes a deal work for everyone at the table. Our funding partners help sellers, buyers and their advisors design and secure the right structure, from acquisition financing to working-capital solutions and recapitalizations.

Talk Through Your Deal Structure

Capital Stack Design

Acquisition Financing

Funding Partner Network

Recapitalization Support

Common Reasons Owners Engage

Wherever You Are, There Is a Path Forward

Preparing for a Sale

Partner Buyout

Divorce or Litigation

Estate or Succession Planning

Capital Raise or Recapitalization

Growth Planning

Exit Readiness

A Confidential Strategic Review

My Brands and Partners Offer

Capabilities for Sellers

Business Opinion of Value

Standard & Certified Business Valuations

Exit-Readiness Assessment

Value Acceleration

Financial Normalization & Preparation

Confidential Business Marketing

Buyer Identification & Qualification

Offer & LOI Evaluation

Due-Diligence Coordination

Negotiation, Closing & Transition Resources

Activated for Sellers

Associated Brands in This Pathway

Delivered Through Our Valuation Partner

Certified Business Valuation Pricing

Valuations are prepared by The BPH Group, our business valuation & financial strategy partner. Partner Company

Essential Business Report

For companies with less than $750,000 in revenue

$3,450

Prepared (not signed) by a NACVA Certified Appraiser
18-page report
Asset & market-based approaches
Hand-picked business comps
Financial adjustments
Video consultation with appraiser

Standard Business Valuation

For businesses with more than $750,000 in revenue

$6,950

Includes everything in the Essential Business Report, plus:

35-page report
Sales, SDE & EBITDA multiples
Loan payment affordability analysis
Debt service coverage ratios
List of comparable transactions
Industry benchmarking

For business owners making high-stakes decisions, a certified valuation offers a deeper level of credibility, defensibility and insight — whether you're planning for growth, securing financing, preparing for litigation support, navigating partnership matters, or evaluating an exit.

Confidential & No-Obligation

Request a Confidential Exit Conversation

Know Your Number

Request a Business Valuation