Mergers & acquisitions Advisors
We Help Business Owners Prepare, Value, and Sell Their Businesses For Life Changing Outcomes
Guiding Clients through The Most Important Business Decisions Of Their Lives
Our Wall-Street trained advisors & CPAs provide business valuation, sell side advisory, and tax optimization for $2-25 million+ revenue businesses.
Our Services
Sell a Business
Our team prepares and markets your business to the most qualified business buyers while shielding you from the stressful process to achieve a successful deal.
Buy a Business
We help buyers value, finance, Diligence and acquire exceptional companies, including M&A rollups and one-by-one acquisitions including ETA Searchers
Finance a Business
We prepare companies to secure equity and debt capital from private investors or conventional lenders to execute growth, acquisitions, and real estate.
Our Process Gets Results
✅Deep Valuation & Financial Analysis
✅Detailed Marketing Materials
✅Marketing to Our Private Qualified Buyer’s Lists
#1: Valuation
We have a no-pressure discussion about your business goals, valuation, and timing.
#4: Offers & Due Diligence
We obtain buyer NDAs, negotiate offers, exchange diligence materials, and shield you from stress as you continue to run your business.
#2: Engagement
If we have a mutual fit, we make an offer to prepare and market your business to our qualified buyers.
#5: Negotiations & Closing
We work with you and your buyers to structure the best possible deal, assist in negotiations, legal and tax issues, to execute closing.
#3: Marketing
We prepare marketing materials, valuation support, and confidentially market your business to buyers.
SUCCESS!
We close the deal and we celebrate your success and new-found free time (or a new business venture).
Successful Transactions
Our team has collectively contributed to over 50 successful M&A and financing transactions in a variety of industries
Over $600 million in transaction volume
Deals ranging from small business seller representation to corporate acquisition advisory
Database of 10,000+ qualified business buyers
