Ron Smith
Cordis Group LLC
Greenwich, CT / New York, NY
M&A Advisory
Founder of Cordis Group LLC. Pre-process advisory and market readiness intelligence for founder-owned and family-owned businesses preparing for exit.
Serves: $5M-$100M
Trent Lee
First Choice Business Brokers
Las Vegas, NV
Business Brokerage
Named #1 business broker in the country by the IBBA. MBA from Texas A&M, Master of Finance from Harvard. Has founded, grown, and exited two companies.
Serves: $5M-$25M
Robin Gagnon
We Sell Restaurants
Palm Coast, FL
Business Brokerage
Co-Founder and CEO of We Sell Restaurants. IBBA Outstanding Producer Award and Deal Maker Award recipient. Elected to the International Franchise Association Board.
Serves: $5M-$25M
Russell Cohen
South Florida M&A Advisors
Fort Lauderdale, FL
M&A Advisory
President with 25+ years of deal-making experience. Has sold more than 750 businesses, more than any other advisor in Florida. IBBA Deal Maker Award recipient.
Serves: $5M-$25M
Sara Vaziri Fard
Zoom Business Brokers
California
Business Brokerage
IBBA Chairman's Circle Award recipient for outstanding performance. Leads Zoom Business Brokers with a focus on confidential business transactions.
Serves: $5M-$25M
Thomas Smale
FE International
New York, NY
M&A Advisory
Founded FE International in 2010. Over 1,500 acquisitions closed. Multiple IBBA awards including Deal Maker of the Year and Top Global Producer.
Serves: $5M-$100M
Francois M. de Visscher
de Visscher & Co.
New Canaan, CT
Exit Planning
Family business liquidity planning and private equity. Specializes in consulting for family-owned businesses in the Northeast.
Serves: $25M-$100M
Crystal Misenheimer
Progressive Practice Sales
Chattanooga, TN
Business Brokerage
Over 300 chiropractic practice sales, CBI. First chiropractic practice broker named CBI by the IBBA. Chairman's Circle and Deal Maker Award winner.
Serves: $5M-$25M
Christopher Snider
Exit Planning Institute
Ohio
Exit Planning
CEPA, founded first International Exit Planning Chapter. Nationally recognized expert in business exit strategy.
Serves: $5M-$25M
Brent Engelbrekt
True North Mergers & Acquisitions
Minnesota
M&A Advisory
IBBA CBI of the Year. Leads True North Mergers and Acquisitions with a focus on lower middle market sell-side transactions in the Midwest.
Serves: $5M-$25M
Erv Terwilliger
Tower Partners
Philadelphia, PA
M&A Advisory
CEO, #1 on Axial Top 25 Investment Banks. Over $15 billion in combined transaction value for lower middle market businesses.
Serves: $25M-$100M
Graham Woodard
Three Sixty Seven Advisors
Tampa, FL
M&A Advisory
Healthcare transactions specialist. Advises healthcare business owners on sell-side M&A processes and strategic alternatives.
Serves: $5M-$25M
Scott Yoder
MidCap Advisors LLC
Midwest
M&A Advisory
Exit strategy and transactional valuation. Advises middle market business owners on sell-side transactions and value maximization.
Serves: $5M-$25M
Gerry Spitzer
Questar Capital Partners
Northeast
Exit Planning
ESOP and exit planning, CEPA, CPA. Advises business owners on employee ownership transitions and structured exit strategies.
Serves: $5M-$25M
Shaun Rudgear
Strategic Medical Brokers LLC
Southeast
Business Brokerage
Healthcare M&A, MCBI, CEPA. Specializes in the sale of medical practices and healthcare businesses across the Southeast.
Serves: $5M-$25M
Emmet Apolinario
Ohio Business Brokers Association
Ohio
Business Brokerage
CEPA, CVB, IBBA Deal Maker. Active leader in Ohio's business brokerage community with multiple professional designations.
Serves: $5M-$25M
Amy Cole
ABI Business Sales
Midwest
M&A Advisory
MBA, MAMI, CBI, CEPA. Leads sell-side transactions and business sales across the Midwest market.
Serves: $5M-$25M
Rhett Kniep
Centurion 7 Business Advisors
Southwest
Business Brokerage
M&AMI, CBI, CEPA. Advises business owners in the Southwest on sell-side transactions and transition planning.
Serves: $5M-$25M
Jay M. Inbar
Inbar Group Inc.
New York / New Jersey
Business Brokerage
IBBA Deal Maker Award. Operates Inbar Group with offices across NY, NJ, CT, PA, and New England.
Serves: $5M-$25M
Raju Panjwani
Young America Capital
New York, NY
M&A Advisory
Axial Advisor 100. Leads sell-side M&A engagements for middle market businesses through Young America Capital.
Serves: $25M-$100M
Peter Engstrom
Engstrom Business Sales
Seattle, WA
Business Brokerage
Facilitates the sale of technology, e-commerce, and SaaS businesses in the Pacific Northwest.
Serves: $5M-$25M
Janet Holbrook
Holbrook Transition Planning
Richmond, VA
Exit Planning
Certified exit planning advisor focused on closely held businesses, integrating personal, financial, and business planning.
Serves: $5M-$25M
Daniel Prescott
Prescott Valuation
Tampa, FL
Business Valuation
Provides fair market value opinions for gift and estate tax purposes, with extensive experience in distribution and logistics companies.
Serves: $5M-$25M
Carol Stanton
Stanton CPA Advisory
Baltimore, MD
Accounting
Offers tax-efficient transaction structuring and pre-sale financial clean-up services for small business owners.
Serves: Under $5M
Edward Garrison
Garrison Advisory Group
Hartford, CT
M&A Advisory
Focuses on lower middle-market insurance, financial services, and professional services firm transactions.
Serves: $5M-$25M
Michelle Reeves
Reeves Wealth Management
Raleigh, NC
Wealth Management
Provides integrated wealth planning for exiting business owners, including concentrated stock strategies and trust planning.
Serves: $5M-$25M
Frank O'Leary
O'Leary Business Brokers
St. Louis, MO
Business Brokerage
Handles the sale of small businesses in the Midwest, with specialization in food service, auto services, and retail.
Serves: Under $5M
Barbara Henning
Henning Law Offices
Detroit, MI
Legal
Counsels manufacturing and automotive supplier businesses on sale transactions, non-compete agreements, and regulatory compliance.
Serves: $5M-$25M
Arthur Pemberton
Pemberton & Associates
Greenwich, CT
Wealth Management
Manages wealth for ultra-high-net-worth business sellers, including alternative investments, family governance, and philanthropic planning.
Serves: $100M+
Susan Nakamura
Nakamura Valuation Consulting
Seattle, WA
Business Valuation
Conducts business appraisals and fairness opinions for closely held companies, with a focus on technology and life sciences.
Serves: $5M-$25M
Douglas Brennan
Brennan Exit Partners
Morristown, NJ
Exit Planning
Builds comprehensive exit plans for business owners, coordinating legal, tax, wealth, and operational workstreams to maximize value.
Serves: $25M-$100M
Helen Cartwright
Cartwright Advisory
Austin, TX
M&A Advisory
Advises technology and software founders on sell-side processes, including SaaS metrics preparation and buyer targeting.
Serves: $5M-$25M
Philip Donovan
Donovan Accounting Group
Cleveland, OH
Accounting
Delivers quality of earnings reports and transaction advisory services for companies in manufacturing and distribution.
Serves: $5M-$25M
Victoria Sinclair
Sinclair Legal Advisors
San Jose, CA
Legal
Represents technology founders and venture-backed companies in mergers, acquisitions, and recapitalization transactions.
Serves: $25M-$100M
Harold Becker
Becker Capital Group
Fort Lauderdale, FL
M&A Advisory
Manages sell-side engagements for healthcare, home services, and multi-location consumer businesses in the Southeast.
Serves: $25M-$100M
Martha Ellison
Ellison Transition Group
McLean, VA
Exit Planning
Assists government contracting firms and professional services companies in the D.C. corridor with succession and exit planning.
Serves: $5M-$25M
George Ramsey
Ramsey Business Brokers
Orlando, FL
Business Brokerage
Specializes in the sale of hospitality, tourism, and food and beverage businesses in Central Florida.
Serves: Under $5M
Cynthia Patel
Patel Wealth Advisory
Edison, NJ
Wealth Management
Helps first-generation business owners with pre-transaction wealth planning, retirement income, and education funding strategies.
Serves: $5M-$25M
Raymond Liu
Liu Valuation Partners
New York, NY
Business Valuation
Provides independent valuation opinions for private equity portfolio companies, management incentive plans, and fairness opinions.
Serves: $25M-$100M
Karen Fitzgerald
Fitzgerald & Co. CPAs
Boston, MA
Accounting
Provides transaction tax planning, deal structuring advice, and post-close integration accounting for private company sales.
Serves: $25M-$100M
Donald Mercer
Mercer M&A Group
San Antonio, TX
M&A Advisory
Represents owners of construction, oilfield services, and industrial businesses in the Texas market on sell-side engagements.
Serves: $5M-$25M
Elizabeth Strand
Strand Legal
Minneapolis, MN
Legal
Advises on ESOP transactions, management buyouts, and shareholder agreements for privately held companies in the upper Midwest.
Serves: $5M-$25M
Brian Forsythe
Forsythe Business Sales
Denver, CO
Business Brokerage
Handles main street and lower middle-market business sales in Colorado, with a focus on outdoor recreation and agriculture.
Serves: $5M-$25M
Joanne Rutherford
Rutherford Exit Strategies
Bethesda, MD
Exit Planning
Specializes in government contractor exit planning, including security clearance transitions and contract novation coordination.
Serves: $25M-$100M
Alan Crawford
Crawford Wealth Partners
Houston, TX
Wealth Management
Manages pre- and post-liquidity wealth for energy sector business owners, including oil and gas royalty planning.
Serves: $25M-$100M
Marianne Lockwood
Lockwood Valuation
Ann Arbor, MI
Business Valuation
Certified valuation professional specializing in healthcare practices, dental groups, and veterinary businesses.
Serves: $5M-$25M
Victor Salgado
Salgado Advisory Partners
Miami, FL
M&A Advisory
Advises Latin American and domestic business owners on cross-border transactions and strategic partnerships.
Serves: $25M-$100M
Theresa Burke
Burke CPA Group
White Plains, NY
Accounting
Assists business sellers with financial statement preparation, tax projections, and deal structuring analysis.
Serves: $5M-$25M
Jeffrey Pratt
Pratt & Winslow
Kansas City, MO
Legal
Represents middle-market companies in acquisitions, divestitures, and joint ventures across agriculture and food processing.
Serves: $25M-$100M
Pamela Rhodes
Rhodes Transition Advisors
Chicago, IL
Exit Planning
Coaches business owners through the emotional and financial dimensions of selling a company, with a structured planning methodology.
Serves: $5M-$25M
Timothy Norris
Norris Capital Advisors
Pittsburgh, PA
M&A Advisory
Manages sell-side mandates for industrial, metals, and specialty chemical businesses in the Mid-Atlantic and Midwest.
Serves: $25M-$100M
Ron Smith
Cordis Group LLC
Greenwich, CT
M&A Advisory
Founder of Cordis Group LLC, specializing in market readiness analysis for founder-owned businesses preparing for sale or recapitalization.
Serves: $5M-$100M
Catherine Walsh
Walsh Business Brokers
Sacramento, CA
Business Brokerage
Focuses on owner-operated businesses in California's Central Valley, including agriculture services and food manufacturing.
Serves: Under $5M
Martin Ashford
Ashford Valuation Group
Charlotte, NC
Business Valuation
Delivers independent valuations for financial reporting, purchase price allocations, and goodwill impairment testing.
Serves: $25M-$100M
Andrea Hoffman
Hoffman Wealth Planning
Palo Alto, CA
Wealth Management
Advises Silicon Valley founders on pre-IPO and pre-sale wealth planning, including QSBS optimization and donor-advised fund strategies.
Serves: $25M-$100M
Kenneth Dunbar
Dunbar Advisory
Atlanta, GA
M&A Advisory
Represents owners of logistics, warehousing, and transportation businesses on sell-side transactions in the Southeast.
Serves: $5M-$25M
Ruth Sandoval
Sandoval Law Firm
Tucson, AZ
Legal
Provides legal counsel for small business sales, asset purchase agreements, and franchise transfer documentation.
Serves: Under $5M
Lawrence Abbot
Abbot Exit Advisors
Westport, CT
Exit Planning
Works with large family enterprises on multi-generational succession planning and institutional-grade exit readiness programs.
Serves: $100M+
Christina Davenport
Davenport CPA
Dallas, TX
Accounting
Provides buy-side and sell-side due diligence services, with deep experience in energy, healthcare, and technology sectors.
Serves: $25M-$100M
Roger Thornton
Thornton & Grant
New York, NY
Legal
Represents sellers in complex M&A transactions involving earnout structures, rollover equity, and representations and warranties insurance.
Serves: $100M+
Deborah Marcus
Marcus Business Brokers
Philadelphia, PA
Business Brokerage
Facilitates the sale of professional services, healthcare, and education-related businesses in the Delaware Valley region.
Serves: $5M-$25M
Samuel Clayton
Clayton Valuation Services
Savannah, GA
Business Valuation
Provides business appraisals for estate and gift tax, buy-sell agreement funding, and shareholder dispute resolution.
Serves: $5M-$25M
Evelyn Marsh
Marsh Capital Partners
Boston, MA
M&A Advisory
Advises life sciences, biotech, and medical device companies on strategic alternatives including sale, licensing, and partnership.
Serves: $25M-$100M
Howard Preston
Preston Wealth Group
Naperville, IL
Wealth Management
Provides financial planning for business owners approaching retirement, including Social Security optimization and Medicare planning.
Serves: $5M-$25M
Carolyn Decker
Decker Transition Advisory
Reston, VA
Exit Planning
Certified exit planning advisor helping service-based businesses prepare for ownership transition with minimal operational disruption.
Serves: $5M-$25M
Leonard Graves
Graves & Associates CPA
Jacksonville, FL
Accounting
Specializes in financial due diligence and tax structuring for business owners selling to private equity buyers.
Serves: $5M-$25M
Wayne Garfield
Garfield M&A Advisors
Westchester, NY
M&A Advisory
Advises owners of home services, landscaping, and facility management companies on sell-side transactions and platform roll-ups.
Serves: $5M-$25M
Irene Gallagher
Gallagher Law Group
Columbus, OH
Legal
Provides legal representation for business owners in acquisition transactions, including due diligence review and closing coordination.
Serves: $5M-$25M
Patrick Callahan
Callahan Business Brokers
Bridgeport, CT
Business Brokerage
Sells small businesses throughout Connecticut, including restaurants, dry cleaners, convenience stores, and service companies.
Serves: Under $5M
Gloria Hampton
Hampton Valuation
San Francisco, CA
Business Valuation
Provides fairness opinions and solvency opinions for large private company transactions, including leveraged buyouts.
Serves: $100M+
Nathan Wexler
Wexler Exit Partners
Stamford, CT
Exit Planning
Develops customized exit roadmaps for founders of financial services and insurance distribution businesses in the Northeast.
Serves: $25M-$100M
Donna Stillwell
Stillwell Wealth Advisors
Bethesda, MD
Wealth Management
Comprehensive wealth management for business owners, including investment management, insurance review, and estate planning coordination.
Serves: $5M-$25M
Russell Harper
Harper Advisory
Austin, TX
M&A Advisory
Advises IT services, managed services, and cybersecurity companies on growth acquisitions and sell-side processes.
Serves: $25M-$100M
Sharon Metcalf
Metcalf & Associates
Grand Rapids, MI
Accounting
Delivers quality of earnings reports and working capital analyses for manufacturing businesses in the Great Lakes region.
Serves: $5M-$25M
Clifford Dunn
Dunn Legal Advisors
Trenton, NJ
Legal
Represents buyers and sellers of middle-market businesses in asset and stock purchase transactions across New Jersey.
Serves: $5M-$25M
Meredith Colton
Colton Business Sales
Phoenix, AZ
Business Brokerage
Facilitates the sale of medical practices, dental offices, and veterinary clinics throughout Arizona.
Serves: $5M-$25M
Vincent Harlow
Harlow Valuation Partners
Troy, MI
Business Valuation
Provides independent valuations for automotive suppliers, tool and die manufacturers, and precision machining companies.
Serves: $25M-$100M
Lydia Templeton
Templeton Wealth Advisory
Wellesley, MA
Wealth Management
Advises business owners on pre-exit wealth structuring, including grantor retained annuity trusts and installment sales to IDGTs.
Serves: $25M-$100M
Oscar Delgado
Delgado M&A Partners
Los Angeles, CA
M&A Advisory
Leads large-cap sell-side transactions for consumer brands, media companies, and multi-unit restaurant groups.
Serves: $100M+
Constance Pembroke
Pembroke Exit Advisory
Springfield, MO
Exit Planning
Guides Midwest business owners through structured exit planning, including ESOP feasibility analysis and management succession.
Serves: $5M-$25M