We specialize in small-to-mid-sized service and contracting companies, including commercial janitorial, plumbing, HVAC / Mechanical, and related trade services. Most of our clients generate between $1M and $30M in annual revenue. We also work with companies across every other industry. Contact us to learn more.

Absolutely. We understand that confidentiality is critical when selling a business. Your details are never shared without your permission, and interested buyers must sign a non-disclosure agreement before accessing sensitive information.

You’ll need your last 3 years of P&L statements and tax returns, a current balance sheet, a sale by client report (redacted), an estimated value of assets and inventory, and a brief overview of your operations. From there, we’ll meet to discuss your goals and vision of what a successful sale looks like to you. We’ll then deliver a confidential valuation and summary of the likely market range for your business. Lets get started!

Most transactions close within 6-9 months, depending on market conditions, financial clarity, and buyer interest. As well-prepared company with clean books often sell faster.

There is no upfront cost when listing your business with us. Our compensation is structured as a success-based fee, meaning our incentives are directly aligned with yours. We are paid only when a transaction successfully closes and you accept a buyer at a price and on terms that meet your expectations.

No. Discretion during this process is key. We recommend not involving anyone in the operation until we discuss the risks and determine an appropriate time.

We work with buyers across the spectrum from industry professionals looking to start or expand their services to private investors and large firms seeking growth opportunities. We qualify each buyer to ensure they’re financially capable and genuinely interested.

Typically, a transaction includes a short handoff / transition period included in the sale. If a buyer requests more involvement, we’ll help negotiate terms that fit your comfort level.