Strategic Advisory for Every Stage of Business

Whether you’re looking to buy, scale, or exit a business, Lattice provides the clarity, structure, and expertise to help you move forward with confidence. We support owners, operators, and investors through every inflection point—from first-time acquisitions to multi-site growth and succession planning.

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Buy

From First-Time Buyer to Strategic Acquirer

Whether you’re buying your first business, expanding through acquisition, or investing as part of a broader growth strategy, we help you navigate the process with clear guidance and smart structure. From identifying the right opportunity to integration after close, we serve as your deal partner every step of the way.

Buy-Side M&A Advisory

Identify, assess, and negotiate deals that align with your long-term strategy.

First-Time Buyer Guidance

Structure your first acquisition, evaluate red flags, and avoid costly mistakes.

Due Diligence Support

Deep analysis of financial, operational, and cultural fit.

Post-Acquisition Planning

Build an integration plan that protects continuity and unlocks value from day one.

Grow

Clarity and Systems for Sustainable Growth

Growth creates complexity—and without structure, that complexity slows you down. We work with leadership teams to bring clarity to operations, improve execution, and prepare the business for whatever’s next—expansion, investment, or exit.

Growth & Operational Strategy

Align your leadership team, build scalable systems, and focus on what matters.

Change & Transition Planning

Support for leadership changes, reorganizations, and technology shifts.

Performance Infrastructure

Build accountability, visibility, and rhythm into your business.

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Sell

Positioned to Sell. Prepared to Win.

Selling your business is one of the most important—and emotional—decisions you’ll make. We help you get prepared, position the company for maximum value, and manage the process so you can focus on the outcome that matters most.

Sell-Side M&A Advisory

Strategic positioning, deal packaging, buyer outreach, and negotiation support.

Business Valuation

Understand your market value today—and how to improve it for a future sell.

Exit Readiness Planning

Identify gaps and create a roadmap for a future sale, even if you’re not ready to exit yet.

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Not Sure Where You Are in the Journey?

Whether you’re exploring a purchase, dealing with operational challenges, or starting to think about a future sale—we’re here to help you find clarity and build a path forward. Use the link below to schedule a free consultation.

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Unlock the 5 Pillars of Sustainable Business Growth

Build a stronger, more valuable business—starting today.

This free guide reveals the five foundational areas every business must master to grow consistently, increase enterprise value, and prepare for scale or exit.

‍Inside, you’ll learn how to:

Identify the growth levers that matter most right now

Eliminate operational drag that's slowing momentum

Create financial clarity that attracts buyers and investors

Build a team that doesn't depend on you

Systemize your business for long-term value

Download the PDF and start making smarter growth decisions in under 10 minutes.

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