Mergers & Acquistions Advisory Services
Business Consulting
As an M&A advisor or a business consultant, we are highly motivated to be a good bridge for an owner(s) to either successfully sell and transition his/her company to a buyer or successfully transform the company into the next phase either through acquiring another company or implementing tools and processes to enhance decision-making and value.
Selling a business is a life-changing, typically once-in-a-lifetime decision, which should not be taken lightly as generational wealth and financial independence are at stake. Being prepared to sell a business means thinking months and at times years in advance prior to marketing the business for sale as the sale process is lengthy and extremely difficult to navigate alone.
As an advisor for an owner who is seeking to sell his/her business, we want to ensure ownership is prepared to sell and is fully informed about the market, the company's full value, the transaction lifecycle and its significant workload and time commitment in order to set expectations, and the key deal points, structures and pitfalls. The same holds true as a buy-side advisor and how to properly value, conduct due diligence of a seller, and structure a transaction.
With a focus on small to mid-size privately held companies, our sell-side approach is centered around the ability to leverage our decades of transactional experience, financial and tax expertise, negotiation skills, market and industry knowledge, and project management skills in order to:
Succession Planning Services
Selling your business and need assistance outside of the M&A process? We have a network of subject matter experts and partnerships to assist your needs in financial planning and advisory, insurance, tax, legal, and trusts and estates to properly transition your affairs when selling your planning.

Send us a message to tell us more about your situation and objectives. We will get back to you soon to schedule a consultation.
