Sell-Side Advocacy for Founders
Helping business owners navigate the successful sale of their companies with clarity, strategy, and experienced guidance.
Independent Sell-Side Advocacy
For the last 25 years Sara Peterson has helped business owners through the process of selling their companies.
Sara has a unique background that makes her uniquely suited to work with founders - positions with major investment banks such as UBS as well as middle- and lower-middle market banks, operating and strategy roles with companies in a variety of sectors, and her own entrepreneurial pursuits in the restaurant industry.
Unlike a traditional investment banker, Sara works closely with owners to position their businesses effectively before they go to market, and guides owners through a transaction suited to their own situation and universe of potential buyers.
For most founders, selling a company is the most important financial decision of their lives. It is crucial to have experienced guidance and advocacy throughout the process.
Guidance through the entire transaction process.
pre-transaction readiness
exit strategy and valuation
buyer positioning and narrative
confidential buyer outreach
negotiation and deal structuring
transaction management through close
Why Peterson AdvisoryInvestment banks can’t do what I do
Banks get paid to do transactions, not to help you get ready for one.
I represent founders throughout the ‘get-ready’ and sale process.
Founder advocacy means:
doing the upfront work to prepare the business and the family for a transaction
protecting the owner’s long-term interests
helping them understand deal tradeoffs and complex legal terminology
managing the emotional and financial complexity of an exit
ensuring the right buyer and structure — not just the highest price
Confidential Inquiries Welcome
No pressure, ever. I want to be your confidant before I am your advocate.