No mystery, no pressure. Start small with a fixed-fee engagement, or step into full sell-side advisory when a transaction is in play. Here's exactly how the relationship is structured.
A low-commitment membership for owners of $500K–$2M firms who want to build value steadily and be ready when the time comes. Month-to-month — stay as long as it's useful.
Month-to-month. No long-term commitment. Cancel anytime.
Start a Conversation →Clear deliverables, fixed fees, no open-ended meters. Most owners begin here — and many never need more.
An enterprise-value range built on EBITDA normalization and real security-industry comparables. The fastest way to learn what your business is actually worth.
A buyer's-eye review of the things that decide your valuation — before a buyer's diligence team finds them. Ends with a 15-page report and a walkthrough.
A focused 90-day program that ends with your firm genuinely market-ready — financials clean, risks addressed, story built. Designed to flow straight into a sale.
Advisory and training to help your security company use AI well — lower cost now, higher value at exit. Strategy and guardrails, not software. Full detail on the AI for Security Companies page.
Where AI saves cost and adds value in your operation, plus a responsible-use risk audit — ending in a vendor-neutral roadmap and a valuation-impact note.
A working session that teaches your team to use AI safely, delivered with a written acceptable-use policy tailored to a security operation.
Ongoing AI guidance is available as a $300–$500/mo add-on to Owner's Compass.
When you're ready to take your company to market, we run the full process as your advisor — from positioning through close. Engagements are structured around your transaction and your timeline, with a modest retainer that funds the work and a success fee aligned to the value of the deal. We earn the most when you do.
The structure is straightforward, in line with lower-middle-market norms, and explained in plain terms in our first conversation — never a surprise, never buried in fine print.
See the full path on the Sell Your Company page.
Most owners start with a fixed-fee engagement — a $2,500 Valuation Snapshot, a $5,000 Exit Readiness Audit, or a $10,000 Get Ready to List sprint. Full sell-side advisory is engagement-based, structured around your transaction, and includes a success fee aligned to the deal. We walk you through the exact structure on the first call.
Both, by design. The fixed-fee products and the membership fund the preparation work; retained advisory pairs a modest retainer with a success fee that ties our outcome to yours. You're never paying a large fee with nothing to show for it.
Lower-middle-market M&A advisory generally combines a retainer with a success fee scaled to enterprise value. Ours is in line with industry norms and explained plainly before anything begins — with no obligation to proceed.
No — that's the ideal time. The Owner's Compass membership ($497/mo) is built exactly for owners who want to build value and stay ready without committing to a full engagement.
A confidential call sorts it out in fifteen minutes — what fits, what it costs, and whether now is even the right time.
Schedule a Confidential Call →