Because Most Business Owners Don’t Do This Every Day.
You run your business every day. We navigate transactions every day.
The transaction may be one of the most important events in your professional and personal life. For CEOSS, understanding, structuring, and navigating business transactions is the work.
We Help You See the Big Picture
A transaction is not just about signing legal papers. It encompasses eight interconnected dimensions that must align for true success.
Legal
Purchase agreements, reps & warranties, indemnity baskets, disclosure schedules, and non-compete covenants.
Financial
Adjusted EBITDA/SDE, cash flow modeling, multiple benchmarking, and working capital peg calibration.
Operational
Systems transferability, supply chains, key software licenses, facility leases, and vendor continuity.
Strategic
Post-close market fit, synergy evaluation, timing, competitive dynamics, and future enterprise positioning.
Human
Key employee retention, management succession, founder identity transition, and company culture preservation.
Tax
Asset vs. stock trade-offs, purchase price allocations (Section 1060), and minimizing ordinary income recapture with your CPA.
Financing
SBA 7(a) debt compliance, commercial banking covenants, seller notes, equity injection, and standby requirements.
Transition
90-day onboarding, customer handover protocols, vendor reassuring, and owner consulting obligations.
“A transaction isn’t complete just because the documents are signed.”
Put Transaction Experience on Your Side
Whether you are considering an acquisition or preparing for an exit in a few years, we help you understand the landscape before making commitments.