Lower Middle Market Sell-Side Resources

Welcome to our comprehensive resource center designed for business owners and companies in the lower middle market considering a sale or merger. Our expertise focuses on businesses typically valued between $10 million and $150 million, providing you with the tools and insights needed to navigate this important transition.

Pitch Preparation
Guide to creating compelling pitch materials for potential investors.

Business Sale Process
Comprehensive integrated approach that will focus on your goals, maximize your business value, and find the right buyer.


Successful Business Transactions

Our decades of experience have given our clients maximum value while minimizing the risks.


Our business sale process will help you to develop a strategy, maintain confidentiality, and identify:

  • Your business value

  • Your key value drivers

  • What buyers are looking for

  • The tax implications of a sale

  • The 10 key things to prepare your business for the market

  • How to generate multiple offers to maximize value


Thinking about exiting or acquiring a business?

Buyer Resource | Seller Resource