Looking To Sell Your Business?

Sundial Advisory Brokerage Services
Discreet, disciplined representation aligned with unique goals.
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Maximize what matters to you in the next chapter of your firm's legacy.

Brokerage Services

Maximize What Matters To You

Your objectives guide timing, structure, and execution from preparation through close, without pressure to sell on any fixed timeline. Decisions are evaluated in the context of what you’ve built and what outcome best serves you.

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Discretion Comes Standard

Buyer outreach and information sharing are managed carefully and selectively to protect confidentiality and leverage. The business continues operating without unnecessary visibility, disruption, or speculation.

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A Disciplined Process

The transaction follows defined stages with clear objectives, expectations, and decision points. Diligence, negotiations, and execution are managed calmly to reduce stress and maintain control throughout the process.

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Access to Exclusive Alternatives

From direct buyouts to real assets, uncorrelated hedge strategies, and early-stage innovation - we unlock tightly held deal flow across private markets.

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Built by Founders.
Built for Founders.

Advisory sits within the Sundial ecosystem, alongside our investment and wealth businesses, designed to support owners across the full lifecycle of their business.

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Meet Sundial

The Sundial Way

Our edge isn’t the services we offer, it’s how we support owners. From proactive planning to disciplined execution and thoughtful guidance, Sundial Advisory reflects a culture built around clarity, accountability, and long-term partnership with the business owners we serve.

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