Small Market Group

Our small market group focuses on companies with annual revenues up to 5 Million across all industry sectors.

Our advisers, mostly former business owners, are experts at helping owners understand the;

  • market values of their companies
  • prospective buyers
  • financing options
  • marketing strategy to attract the most buyers
  • how to maintain confidentiality
  • Maximize value and minimize risks

Small Market Sell-side Methodology

Define Goals

Understanding both our business and personal goals will ensure the proper exit plan is developed.

Market Opinion

Conduct an operational and financial review which will result in market opinion of value of the business.

Confidential Memorandum                                                    

This document is a primary tool in presenting your business to potential acquirers and is essential to creating buyer excitement.


Identifying, reaching, attracting and screening potential acquirers are keys to maximizing the your transaction value. This requires both a strategic and proactive approach.

Deal Negotiation

We oversee every aspect of your negotiation while minimizing your exposure.

Closing Coordination

Our dedicated resources will coordinate the due diligence process and lender approval to ensure the acquirer stays on task to consummate the transaction in a timely manner.