Services

What we do.

Our firm was built by business owners, for business owners. We are an award-winning advisory team dedicated to your successful exit.

Business Sales → Valuations → Commercial Real Estate →

/ 01 · Practice

Business Sales

Full-service representation for owners of Main Street and Lower Middle Market businesses, from valuation to listing to close.

Engagement size: $1M – $10M+

Average sale cycle: 16 – 32 weeks

Typical buyer pool: hundreds of thousands of potential buyers across our extensive network platforms and our internal buyer database

12-step buyer qualification screening

What's included.

Confidential Business Review presentation. Company history, growth potential, recast financials, competitive analysis, market positioning.
Targeted buyer outreach. Direct introductions to our 5,500+ buyer database, strategic buyer outreach, plus exposure to tens of thousands of active buyers through our extensive national listing platforms.
Buyer qualification. Extensive buyer screening processes to narrow target prospects to the most qualified buyers.
Negotiation. Purchase price and deal terms negotiation. The structure of a proper deal will significantly impact the amount you retain after selling your business and the payment arrangement.
Transaction management and secure document exchange.
Closing & transition. Coordination with attorneys and lenders.

Discuss your sale

Three valuation tiers.

Basic Business Valuation

Free · ~5 minutes · Online

Our online calculator turns your revenue and earnings into a high-level range using industry multiples from similar transactions. For sellers curious what the market is willing to pay.

Broker Opinion of Value

~1 week · Prepared by Trustmark

Normalized earnings and financial recast, comparable transaction analysis, and a defensible asking-price range backed up through data compiled of similar business sales, nationwide. This is a more comprehensive approach. Good for owners ready to sell.

Certified Business Appraisal

~3 weeks · Certified partners

USPAP-compliant appraisal report, partner buy-outs, estate planning, divorce settlement, or litigation support. Performed by the independent certified appraisers we engage, coordinated by Trustmark.

/ 02 · Practice

Business Valuations

Three tiers of valuation, from a free online estimate to a USPAP-compliant certified appraisal, specific to your business.

Industry-specific multiples & comparables

Recast financials & normalized earnings

SBA-eligible appraisal partners

Start a Free Valuation

When real estate is part of the deal.

Owner-occupied sale, buyer leaseback. Sell the operating business and negotiate a buyer lease back for the facility.
Combined business + real estate. Sell both business and real estate. Identification of replacement properties as a 1031 tax deferred exchange if possible to defer capital gains.

Recent real estate transactions

Commercial Printer with Real Estate · Helena, MT

Luxury Kitchen & Bath Tile Showroom + Real Estate · Raleigh, NC

Movie Theater / Music Venue with Real Estate · South Carolina

Automotive Service Center + Real Estate · Raleigh, NC

/ 03 · Practice

Commercial Real Estate

Full commercial real estate brokerage and consulting alongside our M&A practice, so the operating business and the property can close under a single transaction.

Tenant representation

Seller representation

Investment sales

1031 exchanges

Combined business + RE listings

Carolinas-licensed CRE brokerage