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Expert Guidance. Confident Execution. Maximum Value.

Selling a business is one of the most significant decisions an owner can make—financially and emotionally. It requires more than just financial acumen; it demands strategic foresight, meticulous preparation and trusted partners who can help you protect and maximize the value you’ve built.

At Windham Brannon, our dedicated Sell-Side Advisory practice delivers the hands-on, end-to-end support business owners, founder-owned companies and private businesses need to navigate successful transactions. Whether you’re preparing for a sale, seeking investment, or pursuing a strategic merger, our integrated team provides the financial, tax and advisory insights to minimize risk, uncover opportunities and ensure a seamless process—from initial readiness through close.

Independent Business Owners

Business Owners Preparing for a Sale or Recapitalization

Family-Owned Businesses

Family-Owned Businesses Transitioning Ownership

Companies Pursuing Strategic Mergers or Exit Opportunities

Sell-Side Advisory Services

Tailored Sale Process Execution

Your business is unique, your sale process should be too. We design and manage a customized, confidential sale process that showcases your company’s strengths and drives competitive interest. From developing compelling marketing materials and creating data rooms framework to qualifying buyers and coordinating responses, we help you stay in control while ensuring the process is structured to deliver the best possible valuation, terms and timeline.

Mergers and Acquisitions Tax Planning

M&A Readiness

A strong sale starts long before the market ever sees your business. We help you get ahead of the process with in-depth strategic planning—assessing your financials, operations and market positioning to identify key value drivers and potential red flags. Our goal is to help you enter the market with clarity, confidence and a business that’s positioned to command a premium. From financial readiness assessments to tax structuring strategies, we make sure every detail is aligned with your goals well before you launch a transaction.

Buyer Outreach & Negotiation

Reaching the right buyer is critical and so is managing the conversation. We leverage deep industry insight and relationships to identify qualified strategic and financial partners who align with your goals. From first contact through final negotiations, we lead the dialogue to ensure your story is told clearly, your interests are protected and your leverage is preserved. You’ll have a dedicated team handling outreach, inquiries and negotiations every step of the way.

Advisory and Transaction Support

Transaction Structuring & Deal Management

Executing a successful transaction takes more than just good intentions—it requires precision, experience and constant coordination. We guide clients through every phase of the deal, from term sheet to close, managing diligence, deal timelines and the many stakeholders involved. Whether it’s resolving deal issues, modeling working capital or coordinating advisors, we stay on point so you can stay focused on running your business. The result: more control and a deal that delivers lasting value.

ACTIONABLE Sell-Side Advisory INSIGHTS

Our Sell-Side Advisors

Rodrigo Visbal

Director, M&A

Laura Berry

Principal, Advisory Service Leader

WB IN ACTION

Windham Brannon Expands M&A Services with Dedicated Sell-Side Advisory OfferingLearn More