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Private first step

Contact The Alignment Firm

Start a confidential conversation about selling, valuing, preparing, or protecting an operating service business. Keep the first note high level. The goal is simply to get the right conversation started.

Reach out

Tell Us What You Are Considering

This is the general contact path for owners, referrals, and service-business questions that need a private first response.

You do not need to send sensitive financials, customer names, employee details, or deal materials in the first message. Share enough context for us to understand the situation, then deeper information can be handled later through a controlled process.

Useful first-message context

  • Business type, general market, size range, and owner role
  • Whether the question is about value, timing, sale readiness, buyer interest, or confidentiality
  • Any urgent sensitivity around employees, customers, vendors, or competitors
  • Best way to respond privately

Your information is not shared without your permission.

Owner QuestionsSale timing, valuation, readiness, confidentiality, buyer approaches, and fit.
Referral PathsSend a founder, operator, family member, advisor, or attorney to the right first step.
Buyer RoutingBuyers can be routed to the proper buyer-access or criteria process.
Private ResponseNo public disclosure, no blast process, and no sensitive details shared without permission.

Common reasons to reach out

Use This Page When the Next Step Is Not Obvious

Some owners know they need a valuation. Others just need a private read on timing, buyer interest, preparation, or whether a sale process is worth discussing. This page exists for that first conversation.

01

I might sell

You want a private conversation about timing, owner goals, business readiness, or what a process would look like.

02

I need value context

You are not ready to go to market, but you want to understand likely buyer interest, value drivers, and gaps.

03

A buyer approached me

You need help thinking through whether the buyer is serious, what to share, and how to protect leverage.

04

I have a referral or fit question

You know a service-business owner, buyer, advisor, or opportunity and want to route it privately.

What happens next

How Confidential Inquiries Are Handled

The first step is a private review of the situation. From there, the next move can be a valuation intake, confidential call, seller-readiness discussion, buyer routing, or no-action planning note.

  1. Submit ContextShare high-level business type, timing, situation, and contact preferences.
  2. Private ReviewThe inquiry is reviewed for sale, valuation, buyer, or fit routing without exposing sensitive details.
  3. Right Next StepThe next step may be a valuation intake, confidential call, buyer-list direction, or no-action planning note.
  4. Controlled DisclosureSensitive materials are handled later, only if needed and only through a controlled process.

Contact questions

Questions Before Reaching Out

Is my inquiry confidential?

Yes. The Alignment Firm does not disclose that a business is considering a sale, or share identifying owner or company details, without the owner's permission.

What should I include when I reach out?

Share only what you are comfortable sharing at this stage. Business type, general size, location, what prompted the inquiry, and preferred contact method are enough for a first review.

Do I need exact revenue or earnings before reaching out?

No. Many owners reach out before pulling exact numbers. A rough size range is enough to route the inquiry and identify what information may matter later.

Can buyers use this contact form?

This form is primarily for owners and confidential seller inquiries. Buyers should use the Buy page to submit acquisition criteria for seller-approved opportunities.

What happens after I send the form?

The inquiry is reviewed and routed to the right next step. The first response is focused on understanding the situation, confidentiality needs, timing, and whether valuation or a broader conversation makes sense.

Do I need to be ready to sell before contacting The Alignment Firm?

No. Owners often reach out months or years before a sale to understand value, timing, preparation, buyer expectations, or how to respond to inbound buyer interest.

What is the difference between this form and the valuation form?

The contact form is for confidential questions or situations that need routing. The valuation form is a structured intake for owners whose main goal is to understand what the business may be worth.

Private first step

Reach Out Before the Process Is Public

There is no obligation to proceed. A short private message is enough to understand the situation and decide whether valuation, preparation, buyer screening, or a broader sale conversation makes sense.