M&A Advisory Services

An M&A advisor manages the entire sale process on your behalf — from preparing your business for market, identifying and vetting buyers, negotiating terms, coordinating due diligence, and guiding you through closing. We act as your advocate to maximize value and minimize disruption to your business.

Business brokers typically list businesses on marketplaces and wait for interested buyers. M&A advisors run structured, confidential processes - proactively identifying strategic and financial buyers, creating competition, and negotiating deal terms. The result is usually a higher valuation and better deal structure.

We focus on the lower middle market - businesses with roughly $5M to $100M in revenue and $1M+ in EBITDA or seller's discretionary earnings. This is the segment where professional M&A advisory makes the biggest difference in outcomes.

Even with a buyer in hand, an advisor or investment banker ensures you're getting fair market value, structures the deal to protect your interests, and manages the complex due diligence and closing process. However, we'll let you know if the offer in front of you is market valuation – you may be able to complete the deal on your own.

To begin, we just need a conversation about your business and goals. From there, we'll request basic financial statements (P&L, balance sheet) and business details to provide a preliminary valuation range. Everything is kept strictly confidential.