How We Work

Start with your exit.
Build the path to get there.

We begin with what you want to realize from your business, then work backward. Your timing and readiness determine the preparation, the improvements, and the support needed to move toward an exit.

Founder priorities
Business readiness
Transaction preparation

Engagement Philosophy

A plan for your business.
An outcome that matters to you.

Some founders are ready to explore a sale. Others need time to strengthen the business or clarify what they want next. We shape the engagement around that reality, with a scope that connects each piece of work to your exit goals.

LNZ Engagement Model

  • Your exit goals, preferred timing, and priorities for the next chapter
  • An honest view of the business through a buyer’s lens
  • Targeted improvements to revenue, documentation, processes, and systems
  • Coordinated support with your team, advisors, and licensed partners

Aligned economics

Standard transactional retainers are avoided wherever possible. For buying or selling businesses, there is never a retainer or exclusivity. Outcome-aligned or success-oriented structures are preferred when the work and regulatory framework allow; regulated execution is handled exclusively by fully licensed investment banking partners.

The Cadence

From your first conversation to a prepared exit.

Explore the four phases. We tailor the pace and depth of the work to your business, your readiness, and your timeline.

Define the Exit

Begin with the outcome you want to realize.

We discuss your goals, preferred timeline, future involvement, and the people and legacy you want to protect. Together we frame the exit options and the questions that need to be answered before deciding how to proceed.

Working outcomes

  • Founder objectives and timing
  • Transaction options
  • Shared definition of success

Initiating Alignment

Let’s understand what your next chapter could look like.

Share where the business stands and what you hope to achieve. We’ll discuss your options, the preparation that may be needed, and whether we are the right partner to help you move forward.