Your bridge between thinking of selling and successful exit

We help you sell your business using our fully-integrated, sell-side M&A transaction advisory process - everything included to prepare you for a sale.

Why us?
✓ Expert-led financial intelligence, modeling, and valuation
✓ Fully-integrated, white-glove process with you at the center
✓ Transparent advisory with speed and accuracy as core values

Personalized Services For Sellers

A suite of highly personalized services integrated into one team to help you from start to exit

Personalized Buyer Universe

A comprehensive mapping of potential strategic, hybrid, and financial buyers tailored to your business based on industry vertical, company size, and desired transaction outcomes.

Financial Modeling

Interactive, diligence-ready 3-statement financial models built to withstand rigorous buyer scrutiny and streamline your transaction process.

Sell-Side Marketing Materials

Professional confidential information memorandums (CIMs), teasers, and pitch decks designed to showcase your business's value proposition to qualified buyers.

Comparable Transactions

Detailed analysis of precedent transactions in your industry, providing insights into valuation drivers and Revenue/EBITDA multiples to inform your sale strategy.

Detailed Industry Research

Comprehensive research into your sector's market dynamics, competitive landscape, and key trends that impact valuation and buyer interest.

Acquirer-Specific Strategy

Customized approach strategies for engaging with specific buyer types, maximizing competitive tension and optimizing transaction outcomes from thesis through close.

A Fully Managed Process

The complete exit roadmap - 19 steps from first meeting to wire transfer

Preparation

Step 1
Align on what a perfect sale looks like

What are your valuation expectations and ideal deal structure?

Step 2
Understand the ideal partner profile

What synergies matter most with an ideal partner and what are your deal-breakers?

Step 3
Research comparable transactions

Understand typical EBITDA (or Revenue) multiples from recent deals to validate or adjust valuation expectations.

Step 4
Prepare a thoughtful buyer universe

Build a list of Financial, Hybrid, and Strategic buyers with clear rationale for fit. We'll refine this list together to prioritize the best potential partners.

Step 5
Prepare go-to-market materials

Create a Teaser, CIM, overview email, and QoE-ready financial model (which also helps align expectations with market realities).

Step 6
Identify ideal contacts at each buyer

Determine ideal contacts and their contact information for outreach.

Outreach

Step 7
Perform initial outreach

Send blinded teaser and personalized email to each target contact.

Step 8
Execute NDAs

Secure NDAs before sharing confidential information.

Step 9
Share the CIM

Provide the CIM to interested parties post-NDA for review.

Initial Diligence

Step 10
Take preliminary due diligence meetings

Answer questions about the business, CIM, and financials. Share the blinded financial model with seriously interested parties.

Step 11
Answer questions on blinded financials

Provide detailed responses to help buyers prepare indications of interest, while keeping sensitive information (customers, partners, etc.) confidential.

Step 12
Send out the first process letter

Outline what a written indication of interest should include and set a submission deadline.

Step 13
Build a virtual data room

Provide detailed information for in-depth diligence, prepared in advance.

Deep Diligence

Step 14
Prepare for Management Presentations

Show how your business operates and what makes it unique—the "secret sauce" and leadership approach behind your success.

Step 15
Send out the second process letter

Request Letters of Intent with specific deal terms and set submission deadline. This outlines expectations for exclusivity and other key details.

Step 16
Select the best buyer to engage in exclusivity

Select the buyer with the best likelihood of success and strongest LOI terms. Grant exclusivity, typically for 45 days or less.

Step 17
External diligence streams

The buyer hires external experts (Legal, Tax, Financial, Technology, Operations, Commercial, etc.). We facilitate their requests and provide information not already in the data room.

Closing

Step 18
Negotiate Purchase Agreement

After diligence, finalize valuation and deal terms. Legal counsel will prepare and review the agreement and schedules.

Step 19
Sign Purchase Agreement and seal the deal

Ensure all funds are received (by wire transfer) prior to celebrating your successful exit!

Our Story

We are a team of former entrepreneurs and corporate M&A advisors, specialized in providing clients with a premium high-touch advisory service

MP Advisory is a transaction advisory boutique, helping entrepreneurs exit with maximum value.

Whether you need full sell-side support or a-la-carte deliverables to support your process, we will help.

Mike Polgur, CPA

President

Mike's passion is maximizing business exit outcomes for entrepreneurs.  He has spent most of his career advising clients across M&A, accounting, finance, and due diligence.

Before sell-side M&A, Mike performed quality of earnings (QofE) financial due diligence for a variety of buyers, lenders, and sellers on over 40 transactions. Across his roles at MorganFranklin Consulting, UHY, and Calculate, Mike gained experience in a variety of industries, including healthcare, software-as-a-service, vertical technologies, business services, consumer goods, eCommerce, telecom, oil & gas distribution, real estate, manufacturing & distribution, construction, and home remodeling. Mike has also helped companies prepare for traditional and SPAC IPOs by providing reporting, technical accounting, and audit readiness services.

Mike has prior experience in zero-based budgeting and FP&A from his time managing a $250 million global budget across different geographies, product types, and venture stages at ZX Ventures. Mike additionally has finance transformation experience from his time at EY, where he was focused on providing Fortune 500 insurance clients with technical accounting support and translating the impacts of accounting transformation across the operating model. Mike began his career in a finance rotational program at New York Life Insurance Company, with rotations in Controllership and FP&A as well as Enterprise and Operational Risk Management.

Mike earned a B.S. in Accounting and a Master of Accounting, with honors, from CUNY Baruch College. He is a Certified Public Accountant (CPA) in the State of New York.

Ben Hofer, CM&AA

Partner

Ben's passion is helping business owners build to sell. Having established multiple businesses, Ben understands the business owner's mindset.

After earning a B.Eng. degree in Civil Engineering from the Stevens Institute of Technology, Ben joined the data team at PDT (a quantitative hedge fund) in Manhattan.

Despite the high-growth opportunity, Ben had a burning desire to become a business owner. After learning how to operate a construction business for another firm, Ben established Tribeca Builders - a General Contracting business.

During the pandemic, Ben saw an opportunity and pivoted to a full-time consulting position with a boutique firm; advising clients such as BlackRock, The City of Philadelphia, and The Federal Reserve Bank of New York.

After observing the post-COVID deal frenzy, Ben identified an opportunity that aligns with his passion - helping business owners exit. Ben established Deal Memo - a firm that specializes in developing M&A transaction materials and positioning businesses for sale. Deal Memo helps an average of 20 businesses per month (and growing) across all industries and deal sizes from sub-$1M main street to $100M+ middle market businesses.

Having successfully established a team at Deal Memo, Ben now focuses on helping business owners maximize their exit potential at MP Advisory.

Let's Chat

We'll discuss your goals, timeline, and exit readiness

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