Compare third-party buyers, family or management succession, direct sales, and adviser-led processes before committing to a path. The articles below explain the documents, tradeoffs, and next questions that can change the answer for an owner.
3 desks6 guides
Private equity or strategic buyer: the label tells you which questions each side asks. Cash at closing and what you still owe come from the paper.
Read this guide →6 guides across 3 desks, with a complete archive for each question.
Compare buyer types, offer terms, adviser models, and process tradeoffs before committing to a path.
You can sell without a broker, but buyer verification, sale scope, controlled disclosure, written terms, tax work, legal review, and closing still need owners.
Compare family, management, employee, recapitalization, and third-party paths before transfer.
Test a management buyout through buyer authority, committed equity, independent valuation, lender review, debt service, working capital, and seller exposure.
Sourced practice profiles, disclosed portfolio coverage, and engagement-comparison guidance.
A disclosed directory of Greenwood portfolio advisory practices, their published industry scope, and a practical first-call screen for owners.
Use these routes when your industry, market, buyer, or ownership situation changes the records to gather or the choices available.