For owners with an offer on the table

Someone wants to buy your business. Is it a good offer?

When someone wants to buy your business, the first offer is rarely the final one. Send it to us and we review it free. We tell you honestly what is strong, what is risky, and whether you would get more by fixing a few things first.

Free. Confidential. No obligation.

Most offers ask for a reply within days. Book before you respond.

Bhavin Parmar, Founding Partner of Legacy Matters

Bhavin ParmarFounding Partner. Part of 25+ closed transactions.

Part of
25+closed transactions
Combined value
$750M+across those deals
Average uplift
30%from preparation

Trusted by top firms around the world

  • PwC
  • Stikeman Elliott
  • National Bank
  • Gowling WLG
  • MacKay CEO Forums
  • TEC Canada
  • Fuller Landau
  • The CFO Centre
  • Canaccord Genuity Wealth Management

What to look for in an offer

The price is only one line of the offer.

01

How much you get at closing.

Earn-outs and vendor notes can push a big part of the price into the future. Some of it may never arrive.

02

The working capital target.

Set too high, it quietly takes money off the price on closing day.

03

Holdbacks and escrow.

Part of the price is held back to cover claims. How much, and for how long, matters.

04

Exclusivity.

Once you sign the letter of intent, you usually cannot talk to other buyers for months.

05

What happens in diligence.

If the price is not protected, a buyer can find reasons to lower it once they are inside the business.

06

Your role after the sale.

How long you stay, the non-compete, and what happens to your people are often settled in a few lines.

Much of this can still be negotiated before you sign. And if the offer is weak, the better move may be to fix what buyers discount, then go to market on your terms.

How it works

Your free offer review, in four steps.

  1. 1

    Book a call

    As soon as tomorrow. Thirty minutes, by video.

  2. 2

    Send the offer

    Upload it after you book, with a few questions about the buyer and your business.

  3. 3

    We review it before we talk

    On the call, we tell you honestly what is strong, what is risky, and what the offer misses.

  4. 4

    You decide

    Negotiate it, walk away, or wait and fix things first so the next offer is better. The review is yours either way.

Track record

What preparation changes.

Live

$12M$20M

Same company. Same owner.

A client came to us with offers already on the table at $12 million. The prepared outcome we are driving toward is $20 million. The difference is the work done before the market ever sees it.

Industrial Distributor

Live

$5M$25M

Built to run without its founder.

An owner-dependent business, being rebuilt with a real team and a repeatable sales engine before it goes to market, so buyers compete for a company, not a job.

Metal Fabricator

Live

$70M$100M

The story, finally told properly.

A strong business whose value is hidden by its reporting. Clean financials and a prepared data room will let buyers bid on its strengths instead of discounting for risk.

D2C Brand

What happens on the call

Thirty minutes. Here is how it goes.

  1. You tell us about the buyer and what you want.
  2. We walk you through our honest review of the offer.
  3. We agree on the next step: negotiate, wait, or walk away.

You leave with: An honest view of the offer: what is strong, what is risky, and whether to negotiate now or prepare first.

Questions

Before you book.

Is the review really free?

Yes. The call and the review are free, with no obligation.

Am I allowed to share the offer with you?

Yes. No offer should stop you from getting independent advice. A buyer who tries to does not have your best interests in mind.

Will the buyer know we are talking?

No. We never contact the buyer.

What if the offer is not good?

We tell you why, and what it would take to get a better one. Often that means fixing what buyers discount first, then going to market on your terms.

What if the offer is good?

Then we will tell you, and show you how to protect it through diligence and closing.

I already signed the letter of intent. Is it too late?

No. Much of what matters is settled later, in the purchase agreement: the working capital target, holdbacks, warranties and your role after closing. The sooner we see it, the more we can still shape.

Should I reply to the buyer first?

Keep it short and warm. Thank them and say you are reviewing it. Do not agree to terms or exclusivity until you have had the review.

How is this different from a broker?

A broker is paid when a deal closes, any deal. We start with what is right for you, which sometimes means pushing back, waiting, or walking away.

Book

Book your free offer review.

By video, as soon as tomorrow. You send the offer right after you book.

  • The call and the offer review are free
  • Book as soon as tomorrow
  • Confidential from the first minute

Step 1 of 2

Where is the offer now?

Whatever your answer, the next step is the calendar.

Not ready for a call?

Send us the offer instead. Bhavin reads it and replies by email, free and confidential.

Send the offer

Confidential from the first minute. We sign an NDA on request, and we never contact the buyer.