RESOURCES
Insights for Business Owners
And Their Advisors.
Selling a business is rarely just a financial decision. It affects your family, employees, legacy, and future. Our insights are written for owners of lower-middle-market companies thinking about growth, succession, or sale.
POdcast
Podcast Appearances.
Podcasts We've been Invited On
April 6, 2026
Your Numbers Don't Lie — But Are They Telling the Right Story?
What your financials actually say to buyers — and how to make sure they're telling the right story before you go to market.
July 3, 2025
Selling 7 Companies in 2.5 Years
Rick breaks down what drives valuation, why owner dependence kills deals, and what your business needs to look like before a buyer will pay a premium.
July 29, 2025
Getting Acquainted with Mergers and Acquisitions for Family Businesses
How M&A actually works for family-owned businesses — common mistakes, what buyers look for, and what to do when there's no family successor ready.
From podcast to closed deal
May 1, 2025
How to Sell Your Plumbing Business for Maximum Value
A deep dive into what it actually takes to sell a plumbing business — and how to position yours to attract the best buyers at the best price.
FAQs
Frequently Asked Questions.
Answers to the questions we hear most.
When should I start planning to sell my business?
The honest answer is: it's never too early. Owners who plan ahead — ideally one to five years before their desired exit — consistently achieve stronger valuations, more buyer interest, and smoother processes. But if you're closer to that window than you'd like to be, don't let that stop you from reaching out. We've successfully worked with owners at every stage, including those with urgent timelines. The best time to start the conversation is whenever you're ready to have it.
What size businesses do you typically work with?
We work with lower-middle market businesses generating between $5M and $100M in annual revenue. If you're not sure whether your business falls within that range or whether we'd be a good fit, the easiest thing to do is get on a call — we'll tell you honestly within the first few minutes.
Do you work with buyers?
No. We are exclusively sell-side advisors. This keeps our incentives fully aligned with you — the seller — and eliminates any possibility of a conflict of interest.
Will my employees or customers find out my business is for sale?
Confidentiality is a core part of everything we do. We execute non-disclosure agreements with all potential buyers and handle every outreach and communication with strict discretion to protect your team, your customers, and your operations.
I'm not ready to sell yet. Should we still talk?
Absolutely — and we'd encourage it. The earlier we connect, the more we can do to strengthen your position before going to market. Many of our most successful clients first engaged us 2 to 3 years before their sale date.
What industries do you work in?
We work with business owners across all industries. Our deepest expertise is concentrated in these sectors where we've built the strongest buyer relationships and closed the most transactions — Home Services, Healthcare, Industrial & Infrastructure, Environmental Services and Transportation & Infrastructure. However, if your business falls outside those areas, don't let that stop you from reaching out. The conversation is always free.
Subscribe to Our Newsletter
Market insights, deal updates, industry trends, and local events delivered quarterly to the owners and advisors who want to stay ahead of the market.
Thank you!
Oops! Something went wrong while submitting the form.
M&A advisory for the lower middle market. With our unique process, we help business owners with $5M to $100M in revenue, navigate successful exits.
17 Wilmont Mews, 5th Floor,
West Chester, PA 19382
West Chester, PA 19382
