Not sure where you fit? Ask us.
Start a Confidential ConversationBuyers look closely at payer mix, reimbursement trends, provider supply, and referral relationships.
Buyers look closely at recurring maintenance revenue, technician depth, route density, and customer retention.
Buyers look closely at certifications and approvals, customer and fleet mix, capacity, and the depth of technical talent.
Buyers look closely at brand strength, distributor agreements, and product and customer concentration, and input-cost exposure.
Buyers look closely at customer and lane mix, supplier relationships, equipment age, and how asset-heavy the model is.
Buyers look closely at retention, organic growth, producer depth, and carrier relationships.
Buyers look closely at recurring revenue, customer retention, gross margin, and customer concentration.
Buyers look closely at capacity utilization, equipment age, customer diversification, and raw-material exposure.
Buyers look closely at brand strength, channel mix, gross-margin stability, and inventory turns.
Buyers look closely at client concentration, contract length and renewal rates, key-person dependence, and pricing power.
The fundamentals of building, funding, and selling a company carry across sectors. Tell us what your business does and we’ll tell you quickly whether we’re the right fit.
Buyers, valuations, and the forces that move value change every year. We track them industry by industry and publish an annual M&A Outlook for each, written for owners and shared openly, so you can see what the buyers across the table already know.
Who is buying agencies, what they pay for, and how retention and organic growth move the multiple.
Selling is one moment. Our advisory work on buying and selling companies (M&A) for founder- and family-owned businesses covers every stage: making the business more valuable, raising capital or taking money out, and running the sale process when it’s finally time. Most owners we work with start years before any transaction.
Make the business worth more to a buyer, years before you sell.
Raise capital for the business, or take some money off the table, without handing over the keys.
When it’s time, a confidential, competitive process run by dealmakers who’ve sat on every side of the table.
Owners rarely arrive knowing which of these they need. That’s normal-- sorting it out is the first conversation, it’s confidential, and it’s useful even if you do nothing for years. How we work with owners →
The fundamentals of building, funding, and selling a company carry across sectors. A confidential conversation will tell us both quickly whether we’re the right fit.
Free and confidential: about two minutes of questions, then a preliminary value range by email.