Boost Your Business with Amati Capital

Our confidential offering aligns with the principle that every client engagement is an ongoing, collaborative process — not a one-time event.

• Mergers & Acquisitions Consulting - Working with you to prepare your businesses for sale. 

• Comprehensive Succession Planning – Combining financial, operational, and leadership continuity strategies to help owners achieve their personal and business goals.
   
• Business Valuation Readiness – Assessing the company’s market readiness and working to enhance enterprise value through improved governance, reporting, and management depth.
   
• Ownership & Exit Structuring – Designing optimal sale, transfer, or buyout structures that balance liquidity needs, tax efficiency, and family or management considerations.
   
• Continuity & Governance Planning – Establishing frameworks for decision-making, communication, and leadership development that protect the business during and after transition.
   
• Ongoing Advisory Support – Providing quarterly or as-needed support to monitor implementation, update plans, and respond to changing business or personal circumstances.

 Our engagement process is designed around a clear, phased framework similar to leading national models All of our work with our clients is strictly confidential - trust is integral to everything we do:

1. Initial Assessment
   We begin by understanding the owner’s goals, timeline, and the current state of the business. This includes collecting key documents, evaluating management depth, and identifying any gaps that could impact a future transition.
    
2. Succession & Transition Planning
   Together, we identify successors or buyer pathways, map out options (e.g., family transfer, management buyout, external sale), and create a detailed action plan and development roadmap for leadership continuity.
    
3. Implementation
   Amati coordinates all aspects of execution — from tax and estate planning to governance updates and transaction support — ensuring the plan is integrated across advisors and stakeholders.
    
4. Monitoring & Ongoing Support
   We provide ongoing guidance, annual reviews, and refinement of the plan to ensure it remains relevant as market, family, and business conditions evolve.