We are dedicated to being your trusted partner in navigating one of the most significant milestones in your entrepreneurial journey – successfully exiting your business.
Why choose us
SPECIALIZED EXPERTISE
We specialize on businesses with revenue of $3M to $25M in revenue.
CONFIDENTIALITY ASSURED
Our efforts center around ensuring confidentiality is maintained throughout the process to protect the business’s reputation and operations.
RESULTS DRIVEN
We follow a structured and results proven process to ensure we achieve the results we’ve set out to achieve.
Overview
We understand that selling or transitioning a business is not just a financial decision but a deeply personal one, requiring expertise, care, and a clear strategy.
Our mission is to guide you through every step of the process, from planning and preparing for a sale to securing the best possible outcome, all while maintaining the utmost confidentiality and professionalism.
We are here to ensure your business exit is as seamless and rewarding as the legacy you’ve worked so hard to build.
Who we are
OUR MISSION
To empower business owners to achieve their “endgame” in planning and executing a successful transition of their business ownership.
CORE VALUES
Our core values are integrity, confidentiality, meticulous planning and preparation, and personalized service.
Business Succession Group
Our organization is a proud member of the Business Succession (BSG) Group.
Through the BSG we leverage collective expertise, buyers access, cutting-edge valuation, marketing, planning and coordination methodologies to help our clients succeed. Phil Miller, CEO Valley Spire M&A
JP works closely with the Marketing and Deal Origination teams to backfill and organize our growing CRM database. His attention to detail helps ensure data accuracy across our organization.
Randall Gratuito Data Analyst
Randall works closely with the Marketing and Deal Origination teams to populate, filter, and securely manage our growing CRM database. He is extremely diligent and helps ensure data accuracy across our organization.
Mike Murphy Deal Administrator
Mike works closely with Scott and Leon to ensure clients are well supported. His attention to detail and excellent interpersonal skills are assets in completing due diligence and getting deals to the finish line.
Eve Northmore Business Transition Psychologist
Eve works with owners and stakeholders to clarify transitional goals. She specializes in team culture analysis and personality profiling workshops to improve staff retention, happiness, and productivity for our clients.
Danielle M. Corriveau Client Marketing Manager
Danielle manages marketing programs for clients through a variety of channels with a focus on lead generation and building the sales pipeline. She acts as an advocate and liaison between clients and the rest of the organization, increasing loyalty and retention.
Matthew Fluet Lead Analyst
Matt is responsible for generating accurate and detailed MVA™ reports for our clients. Additionally, he leads all data operations for OpnRoad with a focus on CRM system development and administration.
Leon Arcus Project Manager
Leon works with our M&A advisors and clients to ensure each deal advances according to schedule. Having practiced corporate law in New Zealand, his attention to detail and project management skills are of great value.
Sam Hinchey Operations & Search Manager
Sam manages all internal operations for our team. She is also responsible for buy-side search campaigns across north America for our Deal Origination services.