The Business Acquisition Solution^TM

We start with a confidential conversation about your acquisition goals: the industries you’re targeting, the deal size and geography you’re comfortable with, whether you’re looking for a platform acquisition or an add-on, financing, and what your timeline looks like. This consultation is free.

What does the market look like? We use proprietary databases, industry directories, and our network of intermediaries to build a universe of potential targets matching your acquisition criteria. This includes businesses that aren’t publicly listed for sale. Most high-quality acquisition targets never appear on business-for-sale websites.

How do we reach sellers? Our team contacts business owners directly through confidential outreach — including owners who haven’t considered selling yet. Many of the best acquisitions come from proprietary conversations with owners who would never list their business publicly but are open to the right offer from the right buyer.

Who fits your criteria? We screen every potential target against your financial requirements, industry preferences, geographic constraints, and operational profile. Screening criteria typically include minimum revenue and EBITDA thresholds, customer concentration limits, management continuity requirements, and capital expenditure levels. You only see opportunities that meet your standards.

Is a target the right fit? We facilitate and attend meetings between you and the seller, managing the conversation to ensure the right questions get asked: management transition plans, key employee retention, customer relationship continuity, and operational risks that may not be visible in the financials.

What is the target really worth? We prepare an independent opinion of value based on the target’s adjusted EBITDA, comparable transaction data, industry-specific multiples, and the quality of its earnings. Lower-middle-market businesses typically trade at 2.5x to 6.5x adjusted EBITDA. Yet where a specific business falls in that range depends on factors most buyers don’t know how to evaluate.

What structure gives you the best outcome? Deal structure determines your actual cost of acquisition, your risk exposure, and your return on investment. We model scenarios across cash at closing, seller financing, earnout provisions, working capital adjustments, and SBA lending structures to find the combination that optimizes your capital position while remaining competitive enough to win the deal.

Ready to make an offer? We prepare and present the letter of intent (LOI) and manage the negotiation on your behalf, covering purchase price, deal structure, transition terms, non-compete provisions, and contingency clauses. A well-structured LOI protects you during due diligence and sets the terms that will govern the final purchase agreement.

How will you finance the buy? Most lower-middle-market acquisitions use a combination of SBA lending, seller financing, and buyer equity. We connect you with SBA lenders, commercial banks, and alternative financing sources, and help you navigate the lending process, including pre-qualification, documentation requirements, and the timing dependencies that can delay or derail a closing.

Due diligence is where deals are won or lost. We coordinate the review of financial statements, tax returns, contracts, customer data, employee agreements, and legal obligations. We manage communication between your attorneys, CPAs, lenders, and insurance advisors to keep the transaction on track. Issues uncovered during diligence don’t have to kill a deal if they’re managed correctly, but they will if they’re not.