Specialized info for exceptional exits

M&A resources.

We’ve learned a thing or two facilitating more than 450 acquisitions, divestitures and mergers over two decades. This is what we’ve learned — and what we keep learning — from real transactions.

Resources

Insights, authenticity and exits.

Format
Sector
5 Reasons Manufacturing Deals Fall Apart During Due Diligence
Article 5 Reasons Manufacturing Deals Fall Apart During Due Diligence A deal rarely collapses because the machines stopped running. It collapses because confidence did.
What Is My Metal Manufacturing Company Worth in 2026?
Article What Is My Metal Manufacturing Company Worth in 2026? Valuing a business can feel like pricing a house with no comparable sales. Here is what moves the number.
The Oral and Maxillofacial Surgeon's Guide to Transition
Article The Oral and Maxillofacial Surgeon’s Guide to Transition How surgeons protect value, autonomy and optionality on their own terms.
The PT Owner's Guide to Exit Strategy
Article The PT Owner’s Guide to Exit Strategy What to know before selling your physical therapy clinic.
A Guide to Selling Your Metal Manufacturing Business
Article A Guide to Selling Your Metal Manufacturing Business Preparing for the biggest deal of your life — CNC machining, fabrication, stamping, welding, tooling and advanced technology.
The Physician’s Exit Plan (E-Book)
Article The Physician’s Exit Plan (E-Book) Planning your practice transition on your terms.
Why One Buyer’s Offer Doesn’t Define Market Value
Article Why One Buyer’s Offer Doesn’t Define Market Value A single bid tells you what one buyer will pay. It tells you nothing about the market.
Things To Consider Before Transitioning Your Dental Practice
Article Things To Consider Before Transitioning Your Dental Practice Provider retention, recall health and payer mix — before you take a call from a platform.
When One Buyer Knocks: Why Smart Sellers Don’t Settle Early
Article When One Buyer Knocks: Why Smart Sellers Don’t Settle Early Unsolicited interest is flattering, and it is designed to be. Here is how to answer it.
The Economy May Slow Down — But Your Exit Plan Doesn’t Have To
Article The Economy May Slow Down — But Your Exit Plan Doesn’t Have To Readiness work pays off in any market. Waiting for a perfect one rarely does.
The Right Time to Sell Your Business? It’s Sooner Than You Think.
Article The Right Time to Sell Your Business? It’s Sooner Than You Think. Most owners start the conversation later than they should. Here is why earlier wins.

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FAQs

Questions we answer before anything else.

How do I know if my business is ready to sell?

Consistent or growing revenue over three years, processes that do not depend solely on you, a diversified customer base, and clean financial records. The right time to start planning is two to three years before your target date.

What is the difference between a business broker and an M&A advisor?

A broker generally lists a business and looks for a buyer. An advisor prepares the business first, positions it to a specific buyer universe, and negotiates structure as well as price. The preparation is usually where the value shows up.

Who do you typically work with?

Privately held, often family-owned businesses in the lower middle market, generally $5M to $100M in revenue. In healthcare our focus is multi-location, multi-provider practices, though we work with individual practices from around $1.5M depending on specialty and situation.

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