M&A Transaction Services for Business Advisors

As mentioned on other pages, we only 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 the business for sale and is actually ready to go to market. If you’re a business owner who wants to talk to us about M&A transaction services, please talk to the business advisor you have been working with to prepare for the sale about getting in touch with us.

If you are a business advisor considering referring a client to us, we ask that you ensure that your client is reasonably prepared. A read through the succession planning and M&A process sections of this site and a few in-depth conversations with your client should give you a good idea of whether the business is ready to be taken to market.