We prepare your business for the moment money decides — whether that money is an investor or a buyer. The numbers, the narrative, and the data room, prepared to institutional standard.
Start with a fixed-fee Readiness Diagnostic — $3,500, eligible as a credit towards a full package.
Capital raised across funds, syndications, and operating companies.
A foundation of institutional investment banking and M&A experience.
Multiple companies personally built, capitalized, and sold.
A potential investor or a buyer doesn't meet your business first. They meet your numbers, your narrative, and the data room you put them in. When those three are not complete or do not agree, the process slows, the questions multiply, and the leverage moves across the table. Preparing all three — collaborating with you and applying our experience — is what Nexus Advisors does.
Jeffrey Combs, Founder — Investment banker, entrepreneur, and investor
Early-stage founders, first-time fund sponsors, and real estate syndications — entities with a real opportunity, but with a model, deck, or investor list that will not survive institutional diligence.
The business runs well, but it has never been packaged for a buyer. The financials sit in the bookkeeping file, the story lives in the owner's head, and no one has mapped who would actually pay the most for it.
In practice, the gaps look the same across almost every first process we see:
These are independent findings. They describe what happens when a sale or a raise is run as a prepared process rather than an opportunistic conversation. For those raising capital, preparation is what investors actually respond to.
Nearly a quarter of advisors surveyed named an unrealistic seller value expectation as the single biggest reason deals fell apart. A defensible valuation range, set early, removes that risk.
Advisors point to poor financial recordkeeping and questionable add-backs as leading obstacles in smaller transactions, and recent work on post-LOI outcomes finds quality-of-earnings discrepancies rising as a cause of terminated deals.
In a randomized experiment with roughly 17,000 emails to early-stage investors, the average investor responded strongly to information about the founding team, and not to traction or existing lead investors. How the team is presented is part of the work.
These studies describe how transactions succeed and fail. They are not claims about the results of any engagement, and nothing here is a projection of outcome, price, or timing for your business.
Every relationship begins with the Diagnostic. What comes after depends on what it finds.
$3,500
Flat fee · two to three weeks · eligible as a credit towards a full package
Scoped
Four to ten weeks
Retainer
Through your process
We discuss your timeline, the business, and what a good outcome looks like. You leave the call with a candid read on where you stand, whether or not we work together.
We review the financials, the operating story, and the market. You receive a valuation range, a gap register, and a roadmap in plain language.
Model, deck or CIM, target list, and data room — prepared the way an institutional investor or buyer expects to receive them.
As your raise or sale moves forward, we keep the materials current and support you and your transaction advisors through diligence, so the process runs on your terms rather than the other side's.
If a raise or sale is one to five years out, this is the right window. Readiness work compounds: the changes that raise value most take time to show up in the numbers.
It is the only honest way to scope the work. It also protects you — the $3,500 fee is eligible as a credit towards a full package if you move forward.
No. We prepare the business for the transaction and coordinate with your existing advisors through diligence and close. We do not raise capital, sell businesses, or broker transactions ourselves.
Yes. Nothing goes to market, and no name is used in outreach, without your written approval.
Then you have a roadmap and the time to act on it, which is a far better outcome than learning it from a due diligence list.
A thirty-minute call, a direct assessment, and a clear view of what stands between your business and its best offer.
Book a 30-minute readiness callContact: jeff@nexusadvisorsinc.com