Services
At Shift, we provide customized advisory solutions to help business owners and investors navigate every stage of growth, transition, or exit. Our individual services include business valuation, strategic consulting, and transaction readiness, all designed to clarify your company’s financial position and maximize long-term value. Whether you’re preparing for a sale, exploring acquisitions, or refining operational strategy, Shift delivers clear insights, disciplined analysis, and hands-on guidance across the automotive space
Sell Side Advisory
We represent business owners looking to sell, guiding them through valuation, marketing, negotiation, and closing with confidentiality and strategic expertise.
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Strategic Exit Planning
How do you replace cash flow from the business? We support strategic exit planning for your business and personal needs. We help owners plan 1–5 years ahead of a sale, optimizing business operations, financial records, and branding to increase company value and attract top buyers.
Buy Side Advisory
Learn how we support buy-side representation for your business goals. For investors and strategic acquirers, we identify and qualify acquisition targets, assist in valuation modeling, outreach, deal structure, and integration planning
Due Diligence Prep
From financial clean-up to documentation review, we prepare your business to move through diligence and inspire confidence in serious buyers and investors.
Business Valuation
We can provide a concise business valuation for your business. Receive accurate, industry-specific valuations with comparative metrics, profitability assessments, and market benchmarks to support growth, financing, or exit decisions.
Investor Services
Our firm helps investors identify, evaluate, and execute acquisitions across related sectors. With firsthand experience owning, operating, and selling businesses to both private equity and strategic buyers, we provide the insight and access needed to navigate these complex markets.