Every deal tells a story. While we protect the confidentiality of our clients, we’ve outlined common scenarios that show the patterns of what makes a business attractive — and what causes buyers to hesitate. These examples are drawn from real-world transactions in the lower middle market and highlight the exact issues owners face before selling.
A $5M service company nearly lost a deal because 70% of revenue came from a single client.
What changed: Contracts were diversified and recurring agreements tightened pre-market.
Outcome: More buyer competition and a stronger final offer.
A profitable professional firm mixed personal and business expenses for years.
What changed: Clean, audit-ready financials clarified true cash flow.
Outcome: Lower perceived risk and a higher multiple.
A $4M construction business stalled because the founder ran daily operations.
What changed: Leadership delegation and SOPs documented.
Outcome: Buyers valued it as a transferable asset, not just a job.
In partnership with Murtha & Murtha M&A
We collaborate with Murtha & Murtha’s M&A team to bring professional valuation and transaction support to our sellers — aligning tax and deal strategy while keeping diligence efficient and buyer‑ready.
We specialize in the range where most serious buyers compete and where smart preparation creates real leverage.
Not too small, not too large — the sweet spot for private buyers, investors, and strategic acquirers.
Curated outreach to qualified private equity groups, strategic buyers, and individual investors.
Added credibility, proven process, and experienced support across the deal lifecycle.
Personalized attention without big-agency bureaucracy — every mandate gets senior focus.
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