Services

Advisory for owners preparing to sell

Each engagement is shaped around the owner's objectives — timing, legacy, employees, and outcome — and supported by disciplined financial work.

I

Business Sales

Helping business owners navigate the process of selling their company. Proxima assists with preparing the business for market, presenting it accurately to qualified buyers, and guiding the owner through each stage of the sale.

Preparation of business and financial information
Positioning and confidential marketing
Coordination with the owner's existing advisors

II

M&A Advisory

Strategic guidance throughout an acquisition or sale process. Proxima advises on structure, sequencing, and the practical decisions that shape the outcome of a transaction.

Transaction strategy and process design
Negotiation and transaction support
Guidance through diligence requests

III

Financial Analysis & Sale Preparation

Drawing on a CPA background, Proxima reviews the financial picture of the business so that performance, profitability, and documentation are clearly understood before buyers see them.

Review of financial statements and performance
Organization of financial documentation
Understanding of valuation considerations

IV

Buyer Connections

Identifying and connecting with appropriate potential buyers, and managing information flow so that sensitive details are disclosed only under a signed non-disclosure agreement.

Identification of potential buyers
NDA-controlled information sharing
Introductions and buyer communication

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Your business information deserves to stay confidential

Exploring a sale does not mean announcing one. Conversations with Proxima begin confidentially, and sensitive financial and operational information is handled with discretion at every stage.