SELL YOUR FIRM
Considering selling your firm? Know your options before deciding what’s next.
Navigate works with owners of accounting and advisory practices, entertainment business management firms, and RIA/wealth management groups who are considering a sale, succession, strategic combination, or simply trying to understand the market.
We help owners think through timing, potential buyers or partners, and what needs to be in place before moving forward.
HOW WE WORK
The process starts with the why, not the number
Owners usually want to open with what the firm is worth. We start somewhere else: why you are considering this, what your timeline is, how long you want to stay, and what happens to your partners, your staff and your clients. Those answers decide which conversations are worth having at all.
“Instead of setting up a thousand meetings, we would rather set up the right meetings.”
Steve Silverman, Co-Founder and Managing Partner
01
Understand the objective
Your goals, your timing, how involved you want to remain, and what a good outcome actually looks like for you.
02
Understand the firm
What will shape buyer interest: leadership, how dependent the firm is on you, staffing, operations, and where it may need to prepare first.
03
Map the market
A small number of relevant conversations rather than a full calendar of meetings that were never going anywhere.
04
Make the right introductions
Which buyers or partners genuinely fit the situation, and which are not worth your time.
05
Quarterback the process
Once conversations start, we manage expectations, keep things moving and coordinate the parties through to close. Financial, tax, legal and diligence work stays with your own specialist advisors.
INDUSTRIES WE WORK WITH
Explore M&A advisory for your industry
We work with owners across a range of professional services industries, each with its own considerations around ownership, succession, and a potential sale.
-
Accounting and <br> Advisory Practices
Succession, combinations and ownership transitions, from boutique practices to regional firms. The market we have specialized in for over a decade.
-
Entertainment Business Management Firms
Transactions involving firms that manage the financial affairs of talent, artists and entertainment professionals.
-
RIAs and Wealth Management Groups
Ownership transitions and strategic combinations involving independent advisors and wealth management practices.
You can talk to us before deciding whether to sell
You may be planning for retirement, working through succession, responding to an offer, or simply trying to understand your options. We can help you think through what comes next and whether a transaction makes sense.
An initial conversation is not a commitment to pursue a transaction.