M&A (Mergers and Acquisitions)

For Advisors who want to help their clients prepare their businesses for sale

As an M&A advisor, I have two goals: to help people sell their businesses and to help the advisors who work with business owners—financial advisors, accountants, M&A lawyers, etc.—bring additional value to their clients so that the advisors and their clients see more success. The reason for the first goal is obvious—I’m in mergers and acquisitions; it’s what I do! But you might be wondering about the second.

Right now, across this country and beyond, there are countless people who think that, when they are ready to retire, they are going to call up an M&A advisor and sell their middle market businesses. Most of them will want to sell to a buyer with enough capital to allow the business and employees to thrive. And that makes sense. But achieving these goals requires preparation.

As advisors to these people, it is up to us to make sure they have the information they need to achieve their future goals. To that end, I’ve created this site with what I hope is helpful succession planning and M&A information that may allow you to assist clients in preparing their businesses for sale. You’ll also find information about me and my services, included primarily for advisors I currently work with so they can, if they wish, introduce to me their clients when it is time for them to choose an M&A advisor.

Readers tell me it’s not always what they want to hear but they appreciate having the information so they can make stronger decisions. This, to me, is great news, because it’s better for us as advisors to know what our clients are up against early in the game so we can help them position themselves for a better outcome when they are ready to sell their businesses.

Our M&A Approach


To provide the best service for our clients, we focus solely on the transition/sale of mid-market businesses and let others focus on their specialties, like capital raises, corporate restructuring, and financing.


Historically, larger M&A deals have been handled exclusively by a single M&A firm representing the client, with that firm doing every part of the process. We believe that our clients best interests are often better served if we collaborate with one of our associates that has specialized, expert knowledge in the client’s specific industry sector. We draw on our network of associates from across North America.

Advisor Referrals

We generally work with clients that have been referred to us by the business advisors they work with, or by past clients. This way, we know that the client has been working on preparing for a major event and is often ready to go to market.