Merger & Acquisition Advisory Services

Your business likely represents a significant portion of your net worth. When it comes time to plan your exit, this will represent the single most important financial event in your life. While this may be the only business you ever sell, our team has advised on over 100 business exits and corporate finance engagements. Don’t go it alone and risk making an irreversible financial mistake. Our M&A advisory services include:

  • Business sales
  • Recapitalizations (majority and minority)
  • Management buyouts
  • Generational ownership transfers
  • ESOPs
  • Capital formation
  • Business valuations
  • Business value enhancement
  • Alternate advisor search and due diligence


Our Approach

Strategic Wealth Partners specializes in the unique financial advisory needs of business owners and entrepreneurs. Our client-focused approach is founded upon delivering the best possible advice to our clients and ensuring that our clients make the right decision not only for their business, but also for their personal well-being. Our approach considers your personal and business goals in determining the optimal timing, transaction type, and value enhancement strategies to successfully exit or transition your business to a new owner.

Our approach goes beyond just bringing buyers and investors to the table. We are committed to preparing your business for the transaction that meets your needs and creating a competitive environment that encourages lenders, investors and buyers to provide market leading offers. Strategic Wealth Partners is your trusted advisor to ensure you obtain the deal terms, valuation, and liquidity you require from your transaction.

We value our client relationships and strive to continue advising our clients long after a business transition event is completed.


The Strategic Advantage

  • Experience

    Our team had advised on over 100 successful merger and acquisition and corporate finance engagements. We can help you to avoid costly mistakes and lead you through a successful exit.

  • Planning

    We work with you to determine whether your projected liquidity event is sufficient for you to realize your lifestyle goals. This way, you can confidently proceed with your exit strategy.

  • Value Building

    If you are at least a few years away from your exit, we can work with you to increase the value of your business. In doing so, you will be able to walk away with maximum value when the timing is right.

If you are thinking about selling your business and you want a better understanding of its current value, take a few minutes to use our free Sellability Score tool. In under 15 minutes, you can see how easily your business would sell, as well as how likely you are to get a premium price.