Merger and Acquisition Advisors

Leading the sale or purchase of your next business

Family Business Transition

Experience shepherding family businesses through ownership transition.

Transitioning a family business can seem overwhelming, both personally and professionally. With the right advisor, it can also be rewarding, not only for the family, but also for management and employees. We make sure we understand your family’s goals and what drove the success of your business. We work hard to ensure your legacy is preserved through the transition. A financial return provides security for your family, while our experience allows for a smooth transition without disrupting customer and supplier relationships.

What Our Clients Say

  • Your leadership and expertise throughout our sales process was instrumental to our successful divestiture. You worked tirelessly and efficiently with us, the buyers, the buyer's financial advisors and attorneys, and our senior management to solve a myriad of issues, ultimately justifying the purchase price based on an 8x EBITDA multiple.

    Owner, Online Games Company
  • In the sale of our company, you provided a broad spectrum of services, including screening potential buyers, negotiations, due diligence, and legal expertise. This allowed us to focus on our existing business during the transaction process without the need to communicate with multiple service providers.

    Owner/Chairman, Medical Company
  • While your advocacy and negotiating skills through the diligence process were invaluable what I found most enjoyable working with you was your sincerity and integrity.

    Serial Internet Entrepreneur