Exit Planning & Acquisition Support
for Privately Held Companies
Financial Cleanup
Organize financial and accounting records for a successful transition.
Mitigate general business risk via due diligence and legal support.
Develop a plan that aligns with your present and future financial goals.
Risk Mitigation
Value Optimization
Your Trusted Exit Planning Advisors
At Lackawanna Capital Advisors, we specialize in helping privately held business owners prepare for the eventual sale of their companies. Exit planning is not just about selling — it’s about preparation, positioning, and protecting the legacy you’ve built.
Our process delivers clarity and confidence by:
Organizing financials and operational records
Correcting reporting issues & recasting earnings
Designing tax-efficient exit strategies
Identifying risks that could hurt valuation
Helping you attract serious, qualified buyers
Our Services
Whether you are preparing to sell or preparing to buy, Lackawanna Capital Advisors provides hands-on, customized advisory services to help you maximize value and minimize risk on both sides of the deal.
General Exit Advisory
Help owners get their business buyer-ready, including coaching, operational adjustments, and value optimization. Help you define your ideal buyer profile and prepare marketing materials like Confidential Information Memorandums (CIMs).
Due Diligence Support and Financial Cleanup
Review and organize financials, correct errors, and prepare full due diligence packages.
Tax Planning
Develop strategies to minimize taxes on sale proceeds and structure deals for maximum after-tax value.
Sellers
Due Diligence Support
We assist in thorough due diligence across financial, operational, and legal areas, protecting your investment.
Deal Structuring Guidance
Negotiation support, purchase price allocation, financing structure, and earnout considerations.
Post-Acquisition Advisory
Provide onboarding transition planning, operations coaching, and integration support to ensure a smooth handoff and future growth.
Search Support (for Search Funds / Individual Buyers)
If you're actively searching for a business to acquire, we can help you analyze opportunities, conduct seller outreach, and advise throughout the entire search process.
