Understand where you stand
We'll discuss your goals, timeline, financial picture, team, customer mix, and what makes the business valuable beyond the P&L.
Watch this short video before we meet. It covers how our conversation will go, and how we help owners protect and maximize the value of what they've built.
The objective
This is a working session, not a sales pitch.
We'll discuss your goals, timeline, financial picture, team, customer mix, and what makes the business valuable beyond the P&L.
We'll identify the questions sophisticated buyers are likely to ask and the risks worth addressing before your company goes to market.
You'll leave with a clearer view of timing, preparation, and whether a confidential, competitive sale process fits your goals.
Built for business owners
A buyer isn't only looking at last year's profit. They are weighing the strength of your reputation, team, customer base, operating systems, financials, and the growth story in front of them.
Case study
A recent client walks through his sale, from the first evaluation to multiple offers within weeks.
The CurtisWiltse approach
Rather than posting an asking price and waiting, CurtisWiltse prepares the story, identifies strategic and financial buyers, and builds competitive tension through a controlled auction.
Prepare
Position
Create competition
Negotiate
Close
Who you'll talk to

The CEO perspective
Managing Broker · Former CEO Of A NASDAQ Corp
Dean brings the buyer's operating perspective to positioning, outreach, negotiation, and deal strategy. He helps present your company as a strategic asset, not simply a set of financial statements.

The valuation perspective
CPA · PhD in Accounting
Remington builds the defensible financial case behind the transaction, reducing uncertainty and helping your numbers stand up through buyer and lender diligence.
Explore the CurtisWiltse process, team, and resources for owners considering an exit.
Visit CurtisWiltse.com