Margaret Chen
Ridgeline Capital Partners
Boston, MA
M&A Advisory
Leads sell-side M&A engagements for founder-owned manufacturing and services businesses across New England.
Serves: $25M-$100M
David Hargrove
Hargrove Exit Consulting
Dallas, TX
Exit Planning
Works with second-generation family business owners to develop structured transition plans aligned with personal and financial goals.
Serves: $5M-$25M
Patricia Langford
Langford Valuation Group
Chicago, IL
Business Valuation
Certified valuation analyst providing independent appraisals for estate planning, shareholder disputes, and M&A transactions.
Serves: $5M-$25M
James Whitfield
Whitfield Wealth Advisors
San Francisco, CA
Wealth Management
Advises business owners on post-exit wealth structuring, tax-efficient investing, and multi-generational estate planning.
Serves: $25M-$100M
Steven Aldridge
Aldridge & Partners
New York, NY
M&A Advisory
Managing partner of a boutique advisory firm focused on middle-market transactions in healthcare and technology.
Serves: $100M+
Rebecca Torres
Compass Business Brokers
Miami, FL
Business Brokerage
Specializes in the sale of owner-operated retail and hospitality businesses throughout South Florida.
Serves: Under $5M
William Hess
Hess Legal Group
Philadelphia, PA
Legal
Transaction counsel for private business sales, purchase agreement structuring, and buyer-seller negotiations.
Serves: $5M-$25M
Angela Morrison
Morrison CPA
Atlanta, GA
Accounting
Provides financial due diligence, quality of earnings analysis, and pre-sale accounting preparation for private companies.
Serves: $5M-$25M
Katherine Novak
Sterling Exit Partners
Stamford, CT
Exit Planning
Guides manufacturing and distribution company owners through multi-year exit planning processes, including management buyout structuring.
Serves: $25M-$100M
Robert Faulkner
Faulkner & Associates
Phoenix, AZ
Business Valuation
Accredited senior appraiser with a focus on construction, real estate services, and professional services firms.
Serves: $5M-$25M
Lisa Tran
Pacific Coast Advisory
San Diego, CA
M&A Advisory
Manages sell-side advisory mandates for technology-enabled services companies on the West Coast.
Serves: $25M-$100M
Thomas Keller
Keller Business Brokers
Denver, CO
Business Brokerage
Sells small and mid-size businesses in the Rocky Mountain region, with particular expertise in franchise resales.
Serves: Under $5M
Charles Emerson
Emerson Strategic Advisors
New York, NY
M&A Advisory
Advises institutional investors and founder-operators on complex cross-border transactions in industrial services.
Serves: $100M+
Nancy Drayton
Drayton Law
Charlotte, NC
Legal
Represents private company owners in acquisition agreements, earn-out negotiations, and indemnification structuring.
Serves: $5M-$25M
Gregory Phelps
Phelps Wealth Partners
Scottsdale, AZ
Wealth Management
Focuses on liquidity event planning for business owners, including charitable remainder trusts and family office setup.
Serves: $25M-$100M
Diane Kowalski
Heartland Valuation Services
Columbus, OH
Business Valuation
Performs independent business appraisals for divorce proceedings, partner buyouts, and SBA loan requirements.
Serves: Under $5M
Mark Sutherland
Sutherland Exit Advisory
Houston, TX
Exit Planning
Helps energy services and industrial company owners develop three-to-five-year exit strategies with a focus on value creation.
Serves: $25M-$100M
Sandra Whitmore
Whitmore Accounting Group
Minneapolis, MN
Accounting
Specializes in sell-side financial preparation, including EBITDA normalization and working capital analysis for private companies.
Serves: $5M-$25M
Richard Caldwell
Caldwell & Briggs
Newark, NJ
Legal
Handles private equity-backed acquisitions and recapitalizations, with particular experience in healthcare and consumer products.
Serves: $25M-$100M
Laura Jennings
Jennings Capital Advisors
Los Angeles, CA
M&A Advisory
Advises media, entertainment, and digital services businesses on strategic sale processes and minority recapitalizations.
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