Sell-Side M&A — Liquidity Studio

Why these deals are hard

The exit you deserve shouldn't be this hard to reach.

You're alone with the biggest financial moment of your life.

Investment banks won't take you seriously until $5M EBITDA. Smaller firms hand you to a junior or lose interest once they see the size.

Senior attention by default — Robyn and the LS team on every deal, not handed down the chain.

Advisory fees built for $50M deals quietly eat the proceeds of a $4M one.

Mid-market firms quote mid-market rates. The math stops working before you ever see an LOI.

Priced and structured for deals at this size — fees that the deal can actually carry.

You don't know what's normal at your deal size.

Multiples, working-capital pegs, escrow norms — the playbook for $20M deals doesn't apply at $3M, and there's no one to ask.

We've done these deals over and over at this size. We know what the terms should be, and we get the right deal done for you.

You'll spend all your time selling, and the business will suffer.

Selling is a full-time job. So is running the business. You can't do both well at once.

You run your business. We run your deal — every workstream, every specialist, one point of contact.

Where you are matters

Three stages on the path to a real exit.

We meet owners where they are. Most aren't deal-ready when they call us — and that's exactly the point.

2–3 years out

Exit Planning

Build a real roadmap. Map deal-killers and value enhancers. Set the trajectory long before a buyer ever appears.

6–18 months out

Scaling Readiness

Clean the books. Address the deal-killers. Build the value that turns a passable multiple into a strong one before going to market.

Now

Deal Readiness

Run the deal end to end with one Deal Manager driving every workstream — banking, legal, QoE, tax, financing, transition.

The Prep Team — Growth Advisor, Financial Preparation, Tax Planning. Working together to get the business ready for the exit it deserves.

Growth Advisor: exit readiness, valuation, and value enhancement — getting the business itself ready to command maximum value. We don't just hand you to a deal team when you're ready. We help you become ready.

Your Team

Your Deal Team.

A deal still needs numerous specialists — legal, quality of earnings, tax, financing, wealth. We've already assembled that team, vetted for deals your size and priced for them, all run by one Deal Manager. You never chase a provider.

Accounting & QoE

Books, normalization, working capital, quality of earnings
Preferred Partner · Speed M&A
M&A Legal

Purchase agreements, diligence, closing
M&A Advisory

Business prep, buyer outreach, negotiation, and running the process to close.
Wealth & Private Wealth Management

Pre- and post-transaction wealth planning for founders
M&A Insurance

Reps & warranties, transaction risk coverage
Acquisition Financing

Acquisition financing: senior debt, SBA, mezzanine
Tax Structuring

Deal structure, asset vs. stock, entity treatment — minimizing the tax bite on your proceeds.
Tax Diligence

Reviewing your tax position before buyers do — catching exposures before they become deal issues.
IP & Technology Diligence

IP review, tech stack, cybersecurity diligence
Fractional CFO & Financial Preparation

Pre-deal financial cleanup, reporting, controllership
Operational Diligence & Integration

Operations review and post-close integration
Transition & Family Dynamics

Post-close founder transition and family alignment
HR / PEO & People Operations

Benefits, payroll, and people systems through close

Coordinated through one Deal Manager. Vetted for this market. Priced for these economics.

See the partners behind your Deal Team →

About Liquidity Studio

A boutique firm.
Senior-led. Outcome focused.

Investment banks won't take you seriously until you hit $5M EBITDA. The advisors who will take the call often hand you to a junior, or lose interest once they see the deal size. The economics are misaligned: smaller deals can't fund the senior attention bigger ones command. So most owners end up navigating the biggest transaction of their life essentially alone.

We don't just get you to close — we make sure you don't leave money on the table getting there.

If you sell, you should do it at the right time, in the right structure, with someone in your corner.

Founding Team

The people behind the deals

Collectively, 1000+ closed transactions.

Robyn Siers

Founder & President

Built InsuranceOrder.com (sold to Marsh & McLennan). JD from UC Berkeley, practiced M&A at Cooley LLP. Created Speed M&A™ and founded Liquidity Studio to bring institutional-quality execution to the micro-market.

Ayelet Shipley

Head of Corporate Development

Former therapist turned M&A practitioner. 200+ micro- and lower-middle-market transactions. Former Director of M&A at a marketing agency aggregator. Co-hosts the In/Organic Podcast.

Rachel Kozun

Head of Operations & Partnerships

20+ years leading operations and partner teams at top tech companies. Architect of the operational systems powering Liquidity Studio. Drives the partner experience across the network — from design through execution.

The Process

From first call to close

A clear, four-stage process — no surprises, no scope creep.

Discovery Call

30 minutes to understand your deal, your goals, and whether we're the right fit. No commitment required.

Assessment

We evaluate deal readiness, identify risks, and map the right team and engagement model for your situation.

Team Assembly

Your Deal Manager brings in and coordinates the right specialists — one retainer, one point of contact.

Execution to Close

We manage every workstream — diligence, negotiation, legal, tax — driving toward a successful close.

We'd like to hear from you

Tell us about your business

Where you are matters. Whether you're three years from a sale or already at the table, we'd rather meet you where you stand than sell you on a process. A first conversation is confidential, with no pitch deck and no obligation.

Or write to us directly at
ayelet.shipley@liquiditystudio.com

Good exits aren't reserved for $5M+ EBITDA

The exit you deserve shouldn't be this hard to reach.

Selling a business isn't one engagement. It's twelve.