These providers specialize in smaller, closely held businesses.

  • Local service businesses
  • Retail and hospitality
  • Owner-operator enterprises
Ideal for: Owners of smaller businesses seeking practical deal execution and transitions.
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This category serves regulated and professional businesses.

  • Dental and medical practices
  • Legal and accounting firms
  • Other licensed professional entities
Ideal for: Owners of licensed practices who need industry-specific expertise.
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M&A advisors in this category focus on institutional-level transactions.

  • Larger revenue companies
  • Strategic and financial buyers
  • Complex deal structures
Ideal for: Owners seeking institutional-level transaction support for larger businesses.
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Valuation providers offer objective assessments independent of brokerage services.

  • Planning purposes
  • Transactions
  • Buy-sell agreements
  • Internal decision-making
Ideal for: Owners needing objective valuations separate from brokerage services.
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