Southeast SMB Specialists
Get a Quote
Business Valuation & Investment Guidance
Understand what your company is worth and what shapes that number, so you can plan a sale, an acquisition, an investor talk or a family transition with clear facts.
Partners involved in $1.5B+ in M&A and $300M in capital purchasing decisions
Tell us a little about your company. A partner will follow up to talk through your goals and scope the work.
We look at your financials, operations and market position so you can see which parts of the business carry the most weight.
Our partners have been involved in over $1.5 billion in mergers and acquisitions and advised on $300 million in capital purchasing decisions.
We work with privately owned and family-run companies, most generating over $10M in revenue, across the Southeast.
We help you prepare for talks with buyers, investors and stakeholders, including funding and capital structuring questions.
Our work does not stop at a single project. We stay on as long-term mentors for the decisions that follow.
Every engagement is customized to your industry, your goals and the decision you are facing.
Valuation is rarely the whole job. Owners come to us because they are weighing a sale, an acquisition, an investment or a handoff to the next generation, and they need a clear view of the company before they commit. We work side by side with you to review the numbers, the operations and the market, then explain what we find in plain language.
From there we can keep going: merger and acquisition strategy, funding and capital structuring, exit and succession planning, or a strategic roadmap to build value before you go to market.
Fill in the short form with your company and the reason you need a valuation.
We ask about your financials, your operations and the decision you are facing, then outline the scope.
You receive a clear proposal for the valuation work and any advisory support that goes with it.
Cost depends on the size of your company, your industry and how deep the work needs to go. Tell us about your business and the decision you are facing, and we will put a quote together.
Privately owned and family-run small to mid-sized companies. Most of our clients generate over $10M in revenue in manufacturing, construction, retail, professional services, technology, transportation and home services.
We are based in Charleston and Florence, South Carolina, and serve the Southeast, including Columbia, Greenville, Myrtle Beach, Charlotte NC and Savannah GA, plus Tennessee, Florida and Virginia. We do not work outside the United States.
No. We are not a CPA firm or a law firm, and we do not handle bookkeeping, tax preparation or legal representation. We are business advisors who work alongside your accountant and attorney.
Yes. We also provide mergers and acquisitions advisory, funding and capital structuring guidance, exit and succession planning, and long-term mentorship for owners.
No. We are not a lender or an investor. We advise you on valuation, capital structure and how to approach buyers, investors and stakeholders.
Whether you are planning a sale, an acquisition or a family transition, start with a clear view of your business. Send us a few details and a partner will follow up.