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  • RE:  Acquisition Opportunity Of A M&A Boutique Firm
  • Contact:  Business Owner

Quick Facts

Asking Price: $250,000
Annual Revenue: $325,000
Net Profit: $100,000
Cash Flow: Not Disclosed
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2002
Employees: 6
BBN Listing #: 994593
Broker Reference #: Not Disclosed

Email or Print Listing

Business Overview:

The owner of an established boutique M&A advisory firm, whose footprint in the Southern U.S. resides in one of the fastest growing regions in the U.S., is pursuing a sale of the Company. The Company provides both buy-side and sell-side M&A advisory services primarily to industrials, distribution and business services through a unique approach that positions clients for a greater likelihood of ROI capture from their transaction. It has successfully represented nearly 100 clients in M&A, valuation, private capital services over its’ history. There are many valuable assets that will be sold in this transaction. We have prepared a confidential information memorandum that describes this acquisition opportunity in greater detail for interested parties. Thank you for your consideration >>

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Property Features and Assets:

Assets for Sale: 1. Trade name, logo & tag line 2. Website 3. Service mark /copyright for M&A services 4. Educational content for live events for Sellside & Buyside M&As 5. Online training course* 6. Server files for clients, prospects, processes 7. Network contact information for referral sources, clients & prospects covering multi-state region 8. Custom built engagement dashboard with extensive detail on COIs 9. Vision+Mission+Culture large plexiglass wall board 10. Valuation templates 11. Business development strategies 12. Report covers with logo /embossed logos

Reason for Selling:

Retirement from M&A Profession. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Documents:

Relevant Links:

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