M & A Intermediary

Get help navigating the sale of all or part of your business, restructuring capital or acquiring another company



Selling a business is often an emotional, complex and time consuming task for the business owner.

In the words of one of our clients "there was a LOT more to it than I would have guessed!"

As your M&A Intermediary, we act on your behalf to establish a strong negotiating position without compromising the goodwill and relationship between the principal parties.

Having an M&A Intermediary will increase the opportunity for you to receive the best price for the business by:

  • Helping you establish a fair price
  • Qualifying potential buyers
  • Handling negotiations for you
  • Keeping the process confidential and on track
business selling process

Thinking About Selling Your Business?

Get your free Exit Planning Resource Kit

Whether you’re planning to retire and let the next generation take over - or you’re thinking about selling your business to a third party - the sooner you start planning for a successful exit, the better.

For a successful exit, you need to be able to say a hearty “Yes!” to these important questions:

  1. Are you financially ready personally to exit?
  2. Are you ready mentally or emotionally to exit?
  3. Is your business ready for sale or handover?
  4. If you’re selling - is the business attractive to potential buyers?

This kit contains our best resources to help you answer these questions.

Enter your email address below to get instant access.

Rob handled the negotiation, delivered a tremendous valuation, and helped us to get max value for the enterprise

When I was thinking about selling the company, I brought Rob in to “clean up the clutter” and get us on a focused path so the business would be ready to be sold.

When I was ready to sell, Rob handled the negotiation, delivered a tremendous valuation, and helped us to get max value for the enterprise.

Rob is experienced, smart, and egoless. As a “Type A” with a strong personality, I really appreciated having a straight shooter as a sounding board. He was candid while being tactful and diplomatic.

~ Steve Kerns, InsurMark

We sold the company for more than we expected

We were good at the hands-on operation of our business, but Rob brought the business perspective – especially in terms of number crunching and analyzing costs.

Without Rob to help us overcome our weaknesses, the value of our 50-year-old company would have suffered.

In the end all his efforts enabled us to be approached by a competitor and we sold the company for more than we expected.

~ Randy Gilde, Delray Plants

Rob is great at optimizing companies and preparing them for sale

He’s knowledgeable, analytical, and has a broad range of experience. He can work at the higher strategic level, and he can dive into the details.

Rob works hard, is patient, and has great communication skills. He also has an extensive professional network which is invaluable.

Most of all…Rob is a GREAT GUY! He’s fun to work with and has a great sense of humor.

~ Max Lummis, Lummis Consulting Services

tti logo
nacd-directorship-certification (1)

Ready to explore how the Alliance
can help you prosper?


Download an Information Kit

Speak to one of our advisors

Click the link below to book a complimentary 30-minute call with one of our advisors. We look forward to connecting with you!