Go To Market
Confidently sell or secure investment.
V&R Advisory & Capital guides founder- and family-owned businesses through growth and M&A transactions with precision and care, maximizing value while reducing complexity.
Expert Guidance to Sell, Scale, and Strategize.
Build To Sell
Position for a premium valuation.
Level Up Strategy
Expert corporate services to power growth.
Maximize Value. Minimize Risk. Move with Confidence.
Go To Market
We guide you through the entire M&A or capital-raising process.
Confidential Information Memorandum (CIM)
A professionally crafted document that highlights your business’s strengths, financials, and growth potential to attract serious buyers and investors.
Buyer/Investor Targeting & Outreach Strategy
Customized research and outreach to connect you with the right acquirers or capital partners, maximizing your deal opportunities.
Process Management & Deal Structuring
Full transaction oversight, from due diligence to closing, ensuring efficiency, confidentiality, and optimal deal terms.
Negotiation Support to Maximize Value
Experienced advisors advocating on your behalf to secure the best price, terms, and strategic fit for your exit or investment.
Start Your Sale or Investment Process
Build to Sell
A successful exit starts long before you go to market.
Financial & Operational Readiness Assessment
A deep dive into your financials, operations, and key value drivers to identify strengths, risks, and improvement areas before going to market.
Value Enhancement & Risk Mitigation Strategies
Proactive recommendations to increase EBITDA, strengthen recurring revenue, and eliminate deal-killing red flags, so buyers see your business as a premium acquisition.
Pre-Sale Financial Modeling & Benchmarking
Data-driven forecasting and valuation analysis to show how your business compares to market comps and what improvements can drive a higher sale price.
Exit Planning Roadmap
A step-by-step plan tailored to your goals, ensuring you maximize your valuation, improve deal readiness, and time your exit strategically.
Strengthen Your Exit Readiness
Level Up Strategy
Expert corporate services to power growth.
Business Valuation & Market Benchmarking
Understand your company’s market valuation and how it compares to market peers, ensuring better decision-making for growth, investment, or a future sale.
Financial Modeling & Scenario Analysis
Get data-driven insights on different financial outcomes, helping you anticipate risks, optimize cash flow, and plan for expansion or transition.
Strategic Growth & Capital Planning
Identify the best ways to scale, whether through organic growth, acquisitions, or capital investment, ensuring your business is positioned for long-term success.
Investor & Lender Readiness Assessment
Strengthen financials, streamline operations, and eliminate red flags so you can confidently secure funding, attract investors, or prepare for an eventual exit.