Exit Planning
Business exit planning services with a focus on value creation and preparing businesses for transition.
Investment Bank for Founder & Family-Owned Businesses
Exit Planning and M&A Advisory for Business Owners
Sorrel Advisors exists to bring a more disciplined, thoughtful approach to ownership transitions, grounded in independent advice, operational depth, and a highly targeted process.
Investment Banking Services
We guide businesses and investors through ownership transitions with a disciplined and strategic approach.
Sell-Side Advisory
Advising founders through the preparation, positioning, and sale or recapitalization of their business.
Buy-Side Advisory
Supporting investors in identifying, evaluating, and executing strategic executions.
Approach
Many sale processes rely on broad buyer lists or auction-style outreach.
We take a different approach.
We run highly targeted, staged processes designed to preserve leverage, protect confidentiality, and engage the right buyers at the right time.
This helps founders and owners:
✓ Maintain negotiating leverage
✓ Protect sensitive company information
✓ Focus on the right buyers rather than the largest list
✓ Achieve thoughtful, well-structured outcomes
The Complete Guide to Selling a Founder or Family-Owned Business
You've spent decades building a business you're proud of, and now you're thinking about your next chapter. It's a big decision and you want to make sure you take the first right step. This guide will help you understand the process of selling a founder or family-owned business, including the exact steps, things to consider, common mistakes, and how to know if you're ready to sell.
"I feel like there’s no way I could’ve done this particular venture without your guys’ help. I know nothing about this process… it’s a hard process from start to finish, and you guys were there the entire way."
See where your business stands
Connect with a member of our team to learn more about what's happening in the market and what that might mean for your business.