Our Stories

SALE TO AN INSIDER

Each time he fielded a call from a business broker, the owner of an outsource facility services firm became even more intrigued with the notion of selling the business and moving into retirement… READ MOREOur Stories

STRATEGIC SALE IN A COMMODITY MARKET

DEF was a supplier of concrete in the Washington, D.C. metro market. It was one of the smallest suppliers. Its principal competitors were national and international suppliers... READ MOREOur Stories

INTERNATIONAL MARKET DIVERSIFICATION FOR A PREMIUM EXIT

MNO is specialized creative design, branding, and communications firm with the founding principal several years from retirement. The principal would like to substantially increase his retirement account... READ MOREOur Stories

A VERY SUCCESSFUL FAMILY TRANSITION

ABC is a family owned developer of mid-range apartment complexes in a large city in the southwest. The founder was approaching 75 and wanted to transition the business to his 50-year-old son... READ MOREOur Stories

STRATEGIC SALE OF B2B SERVICES TO DOMINANT PLAYER ON GLOBAL STAGE

The owner of a research services company with the top 100 law firms in the country as clients successfully converted the business to a web-based system which allowed it to compete with the “big guys.”... READ MOREOur Stories