Why do our clients want to sell their businesses?  (Hint: It’s usually NOT because it’s a bad business)

Most of our clients are in transition, and want to sell for reasons that have nothing to do with the business. If you’re like them, you…

  • Are facing a business transition due to personal challenges like worrisome health issues or the end (or beginning) of relationships
  • Are nearing retirement and want to stop working on your own terms
  • Have grown your business beyond the point where it’s fun to manage
  • Want to live in a different location and don’t want the hassles of long-distance management
  • Have many different business interests and would like to re-focus or consolidate so you can work less

Lower Middle Market

$2 Million to $30 Million + in Revenue

What’s a middle-market business?

For our purposes a “middle-market” business is one that has grown beyond a single location or generates between $2 and $30 million in revenue per year. These size businesses can be product or service based and generally have a unique and defensible market position.

Well-positioned middle-market companies are in demand from strategic buyers, high net worth investors, and private equity groups. Transaction structure becomes more complex with these sorts of deals. Buyers attempt to keep stable cash flows while allowing a seller to receive a cash payout, a controlled transition, and potentially a  retained interest in the company.

Lower Middle Market

$2 Million to $30 Million + in Revenue

What’s a middle-market business?

For our purposes a “middle-market” business is one that has grown beyond a single location or generates between $2 and $30 million in revenue per year. These size businesses can be product or service based and generally have a unique and defensible market position.

Well-positioned middle-market companies are in demand from strategic buyers, high net worth investors, and private equity groups. Transaction structure becomes more complex with these sorts of deals. Buyers attempt to keep stable cash flows while allowing a seller to receive a cash payout, a controlled transition, and potentially a  retained interest in the company.