Most of your business-owner clients will sell a company only once, and they will ask you about it first. We help you give them a clear answer about what the business is worth and how to prepare, without stepping into the role you already play for them.
For Accountants, Attorneys and Financial Planners
When to bring us in
- A client asks what their business is worth.
- A client is planning for retirement, a family change or a partner buyout in the next one to three years.
- A client has received an unsolicited offer.
- A client’s estate, tax or wealth plan depends on the value of the business.
How we work with you
- The client relationship stays yours. We do not give tax, legal or investment advice, and we do not compete for your work.
- You stay informed. With your client’s permission, we keep you up to date at each stage of the process.
- We bring you in where your expertise matters: deal structure, tax planning and agreement review.
- Confidentiality is built in. Our Information Security and Confidentiality Brief is available on request.
Who we serve
Owners of MidSouth companies with $2 million to $40 million in revenue in Mississippi, Louisiana, Alabama, Tennessee and Arkansas, who are selling now or within the next three years. Every engagement follows our Preparation to PaydayTM process, so your client knows what to expect at each step.
Resources you can share
- The Six Value Drivers guide, a one-page look at the six things buyers weigh most when they price a business.
- Briefings for referral partners on topics that affect your clients, such as our session on the new SBA lending rules.




