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Shaking Hands

Small Business M&A Advisory



The Lower-Middle market is underserved, but still makes up the majority of our economy. We can help.

Our team's passion and background lie in helping small business owners and investors achieve their goals through sale or acquisition, even when we are not the ones making the direct investment.  With the largest generation in our history nearing retirement, and knowing that almost $10 TRILLION of business value will need to transfer to the next generation over the coming decade or so, we are poised to aide in that transition.  We do this across industries and help our clients focus on team design, process optimization, and systems development - all elements that, if done right, add value to any transaction.

Business valuation and sale preparation &

Post-merger integration management

We help our clients understand the current value of their business. Beyond that, we identify the key drivers of that valuation and make recommendations that help owners maximize their business' value. In many cases, small systemic changes can produce outsized rewards when entering into a business sale.

The work to bring value to a transaction is not finished at closing. When two organizations come together, or after any ownership change, thoughtful integration or development of systems, processes, people, culture, and other elements all contribute to value realization. Our toolset includes a proven post-merger integration framework that is customized for each unique relationship to help our clients maximize value over time.

Client representation in transaction negotiations

To be clear, we are not brokers. We do however see value in and understand the need for intermediaries in some cases. The last thing a buyer or seller needs is any contentious negotiation between them personally to sour a deal. We apply our experience to tactfully and respectfully address potential sticking points, and proactively approach known hurdles, rather than avoiding them. We lean heavily on our Intentional Leadership core values in this phase - transparency, direct communications, and leading from the front are critical.

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