Alpine Investors
Alpine Investors is a private equity firm with a focus on software and services businesses that prioritizes working with exceptional individuals to foster a cycle of success, both financially and operationally. As a certified B-Corp and recognized Great Place to Work™, Alpine has garnered acclaim for innovation and excellence. With $17 billion in assets under management and offices in San Francisco, New York City, and Salt Lake City, we are well-positioned to drive impactful change.…
Beau Barger
CBB, ABI
Beau was named the “Business Broker of the Year” by the Arizona Association of Business Brokers as the Award of Excellence recipient in 2011 becoming the youngest recipient to receive that honor along with being the youngest broker listed in the AABB Hall of Fame.…
Laurie Barkman
CM&AA
I guide business owners how to capture more value and transition your company with success.
Think of me as a business transition sherpa– working with you to maximize the value of your company, and guide you through the complex process of letting it go.
My specialty is working with established private companies in the lower middle market with annual revenues from $1 million to $50 million.…
Bassett Creek Capital
Bassett Creek Capital serves as a private capital partner for business owners aiming to leverage cultural connectivity and entrepreneurial determination to achieve their next growth milestone. As a trusted partner, ally, and advisor, Bassett Creek Capital collaborates with management teams passionate about meaningful growth through low-ego cooperation.
Boyne Capital Partners
Boyne Capital is a distinguished private equity firm headquartered in Florida, specializing in investments within the lower middle market segment. With a rich history spanning over a decade, we have deployed substantial capital, exceeding hundreds of millions, across numerous companies in this sector. However, our approach extends beyond traditional investment paradigms. At Boyne Capital, we champion a more human-centric methodology, fostering enduring and collaborative partnerships with businesses where founders and families remain deeply engaged in their growth trajectory.…
Matthew Bradbury
With Business Acquisition & Merger Associates, Matt Bradbury has overseen 160+ business sales across industries like healthcare, IT services, manufacturing, and more, bringing a wealth of experience to every engagement. At BAMA, Matt and his team provide expert strategic guidance, helping clients enhance enterprise value and navigate smooth transactions. With a network of 320+ accountants and attorneys, and connections to thousands of private equity groups and strategic buyers, Matt delivers results in both selling businesses and driving growth through acquisition.…
Broadtree Partners
Broadtree Partners is a dedicated lower middle-market private equity firm with a strong operational focus. We specialize in acquiring companies with EBITDA ranging from $1 to $10 million, where we strategically implement our seasoned leadership teams. Our target revenue spans from $5 to $75 million, with a preference for companies boasting 10%+ margins and a proven three-year history of profitability.…
Brian Brown
CBI, CMAI
Brian Brown is an experienced professional who specializes in facilitating business transfers for both buyers and sellers. With a background that includes extensive business brokerage training, CEO, President, and Board Member roles in various corporations, he brings over thirty-five years of business-to-business experience, primarily with small and medium-sized business owners. As a former banker and entrepreneur himself, Brian intimately understands the daily challenges faced by business owners.…
Paul Brown
M. A.
At Clearstone, my mission is simple: we help clients experience a meaningful life as they discover their best path to wealth accumulation, retention, growth, and – in time – transfer of assets. We do this by creating and implementing comprehensive wealth strategies personally designed to help meet what is important to them.
To fulfill this mission I provide clients with clearly understood, professional advice that enhances their quality of life and leads to sustained, actionable solutions.…
Burlington Street Partners
BSP stands as a premier firm led by partners boasting decades of collective expertise in business analysis, acquisition, and operations. Operating as a private investment partnership, we specialize in acquiring small to mid-sized companies, primarily utilizing our own capital for investment purposes.
Our mission at BSP is to become the preferred partner for discerning business owners considering a sale.…
Charis Consumer Collaborative
Charis Consumer Collaborative is dedicated to building a collective of companies that create products enriching consumers’ lives, supporting team member growth, improving the planet, and compounding capital. With patient committed capital, The Collaborative focuses on investing in lower middle market manufacturers and scaling each platform aggressively through organic growth, strategic capital investments, and acquisitions. Specializing in Supply Chain Native companies, The Collaborative fosters a synergistic environment where similar but non-competitive businesses thrive together.
Vic Conrad
CFP, ChFC, AIF
Coming face-to-face with your financial situation can be uncomfortable and intimidating, but it’s necessary.
I understand the uneasiness and that’s why for more than 30 years, I’ve been using my talents and skills in financial services to make numbers less scary for people.
I take a hands-on approach and provide customized solutions that are unique to your needs.…
Kurt Cretors
MBA, AWMA
Kurt Cretors is a long-time business owner who understands the needs and challenges of his entrepreneurial clients. An Accredited Wealth Management Advisor (AWMA), Kurt is singular in his commitment to helping business owners and executives identify and achieve their goals over the long haul.
As an advisor focused on business transitions, Kurt does more than facilitate buy/sell transactions.…
Mark Fazio
Attorney
Mark is an accomplished business lawyer with significant experience representing public and private company clients on a wide array of matters, including mergers, acquisitions and divestitures, business formation and growth strategies, and private debt and equity financings.
Mark is a Certified Public Accountant (inactive status) who began his career with Arthur Andersen as an audit professional and passed the CPA examination in his first sitting.…
Terry Flanagan
MBA, CVA, CBI, CM&AA
Terry was credentialed in business valuation in 2005 and has valuation experience in multiple industries including professional practices, closely held businesses and businesses in the lower to middle mid-market category for buy/sell, gift tax, partner buy-out and marital dissolution reasons. This unique combination of brokerage experience and valuation experience allows for a nuanced understanding of the relationship of how the key drivers of a business determine business value and how to strategically position the business in the marketplace for buyer acquisition.…
Fletch Equity
Fletch Equity, based in Los Angeles, is a private equity firm specializing in partnerships with family and entrepreneur-owned businesses throughout the United States and Canada. With a combined experience of over 45 years, our founding team has executed buy and build strategies across diverse sectors, including business and consumer services, industrials, transportation, and healthcare services within the lower middle market.…
Jim Frey
MBA, SVP-Business Development Officer
Jim Frey specializes in financing for a diverse range of business models, including startup franchises, hotels, gas stations, childcare, senior care, and self-storage facilities. His expertise lies in securing loans for business acquisitions, partner buyouts, real estate purchases, equipment acquisitions, building expansions, franchise purchases or expansions, and debt refinancing—often with terms beyond conventional loan programs.
Gulf Coast SBA loan programs offer:
- Low down payment/equity injection requirements
- Longer fully amortized loans for improved monthly cash flow
- Lower monthly payments
- No balloon payments
Loan amounts range from $350,000 to $5,000,000.
Christopher Goebel
CEPA, CFBA, MBA
Growing up in an entrepreneurial business founded by his father in 1964, Christopher went from sweeping floors to become President & General Manager of Lakefront Lines/Coach USA. Working alongside his father and five siblings, he helped grow their business into a $38.9 million enterprise. Managing the family business through a generational transition, privately-equity ownership and then to a publicly-traded company, Christopher learned firsthand the challenges of scaling, operating and exiting a successful business enterprise – and has a passion for sharing the wisdom he has gained in a lifelong career as a visionary and performance-driven executive.…
Susan Goebel
Founder and CEO
Susan and her team develop operational blueprints designed to help businesses eliminate inefficiencies, enhance team clarity, and achieve growth exceeding 100%. She specializes in assisting business owners with annual revenues between $1 million and $10 million. If your business falls within this range, Susan is ready to discuss how she can support your growth objectives.
David Grinberg
David brings extensive expertise in quantitative risk management and alternative investments to Green Mountain Advisers. As the former lead quantitative risk manager at a proprietary trading group, he oversaw $3 billion in annual transactions and successfully navigated four black swan events, including the COVID-19 market crash. Now leading Green Mountain Advisers’ alternative investments and consulting divisions, David applies his deep analytical skills to drive strategic growth.…
Bruce Hosler
Enrolled Agent (EA), CFP®, CPWA®, AIF®, CEPA®
“I’m extremely fortunate that my work is my calling: I’m passionate about helping people create a better future. “
Jim Houlihan
MBA
A strong international business executive with hands-on strategy, marketing, sales, operations, and accounting experience.
Experience growing and managing companies while holding the titles of CEO, COO, and CFO.
William Ilgenfritz
CBI, MBA
I help entrepreneurs buy, sell, or grow their business.
*People in organizations work with me and Murphy Business because of the confidentiality around the transactions
*Partnering with me takes some of the stress out of buying or selling your business as I can lead you from valuation to closing. Allowing you to spend more time focusing on your business and less time weeding through potential buyers or sellers that don’t meet your criteria.…
Neal Isaacs
Business Broker, MBA, CBI, CM&AP
Neal is a former shark diver turned Intermediary. He owns VR Business Brokers of the Triangle, the local representation of the International VR Business Brokers | Mergers & Acquisitions. His focus is seller representation of privately held businesses with annual sales of more than $1M in the Triangle market.
Randall Klein
Enrolled Agent
I help business owners achieve real multi-dimensional wealth and to pursue their LIFE PURPOSE. And most importantly, help people like you get to the point where they can enjoy their wealth.
If you are not enjoying life–or the work in your business–then we need to talk.
As your firm’s part-time CFO, I will help you identify the things that may be holding your company back from big growth, or help you create strategies for your personal exit plan.…
Julie Kline
Attorney
Julie Kline works with business owners on corporate and real estate transactions, succession, and estate planning. She plays a general counsel role (a “quarterback,” as she says) on transactions and counsels clients on issues like business transition and succession planning, and estate planning.
Salene Kraemer
Attorney
A Board-Certified Business Bankruptcy specialist and a Certified Turnaround Analyst, Salene concentrates her practice on restructuring, creditors’ rights, and bankruptcy law. She also provides general corporate counsel for mid-size to large companies.
David J. Kreher
Attorney at Law
At Kreher and McCabe we are dedicated to providing the best counsel to our clients possible.
In particular, David J. Kreher has a Ph.D. in geochemistry, over 15 years of experience in the practice of law and diverse experience in the filing and prosecution of patent applications, defending his client’s intellectual property rights, and consulting with his clients on business related legal matters and an extensive technical background in engineering and construction.…
Kathleen Kuznicki
Patent Attorney
Kathleen Kuznicki is a patent attorney focusing on providing legal services to small and mid-sized business, giving them top-tier quality legal work without the large firm price structure. Kathleen works with businesses to protect some of their most valuable assets, their intellectual property.
Lancaster Holdings
Lancaster Holdings is dedicated to investing in American businesses with a proud legacy, demonstrated stability, and annual sales ranging from $2 million to $30 million. Backed by 100% equity capital from Search Investment Group, Lancaster executes transactions on a short-term horizon. At Lancaster, we focus on ensuring a seamless transition of day-to-day management while safeguarding the legacy and operational resilience of each cherished American enterprise.…
Edward B. Lasak
CPA, MA
Edward is a strategic-focused CFO/COO/GM/CPA who is accomplished at optimizing cash flows & balance sheets with value-added strategies to create wealth.
Leveraging his diverse financial, valuation, & business experience, Ed is recognized by his peers for his ability to chart-the-course of what is possible by combining a strategic vision with forecasts and performance milestones. Ed’s approach incorporates sophisticated valuation models that optimize shareholder value.
Eric Magister
MA in Law
As an accountant and business valuation professional, Eric Magister works closely with owners of privately held small and medium-sized businesses and their professional advisors on a wide variety of valuation assignments intended for transactions, insurance, and estate planning purposes.
Eric has experience performing business valuations in a broad range of industries, including computer data processing, testing laboratories, professional management development training, transportation equipment wholesalers, automotive repair shops, software publishers, scientific consulting, manufacturing, building cleaning and maintenance, special trade contractors, full-service restaurants, health practitioners, and durable goods wholesalers.
Holly A. Magister
CPA
Holly started exitpromise.com in 2010 to give business owners a reliable place to get answers—and she’s personally tackled more than 2,000 of their questions.
As a former Forbes.com Contributor, she’s written dozens of articles on business transitions, and she continues to help business owners navigate the tricky process of choosing the right M&A advisors and offers Fractional CFO services to a handful of clients in the lower-middle market.…
Kevin Nowe
Attorney
Experienced Advisor with a demonstrated history of working in the retail industry. Skilled in Negotiation, Business Planning, Patent Law, Labor Relations, and Management. Strong professional with a Doctor of Law (JD) focused in Banking, Corporate, Finance, and Securities Law from Case Western Reserve, JD.
Palmetto Ridge Partners
Palmetto Ridge is guided by an entrepreneur fueled by a profound passion for small businesses. Supported by a seasoned team of investors and operators, our mission is to acquire and operate one small to medium sized business within the United States for the long haul. With a focus on businesses generating $1 million in EBITDA/cash flow, we remain open to opportunities across any geographical location, ready to relocate to ensure the success of our venture personally.…
Hiren Parmar
CPA, CVA, CEPA
Hiren Parmar, a distinguished professional bearing the credentials of CPA (Certified Public Accountant), CVA (Certified Valuation Analyst), and CEPA (Certified Exit Planning Advisor), has traversed a remarkable career path in the realm of finance and business strategy.
Hiren serves as the Head of Finance at PlanYear, a prominent role since July 2022. In this capacity, he operates in the vibrant San Francisco Bay Area, where he plays a pivotal role in steering the financial direction of the organization.…
Perennial Growth Partners
Perennial Growth Partners, based in Pittsburgh, PA, is a holding company focused on the strategic acquisition of family-owned businesses. Committed to building on strong foundations, we drive sustained growth while preserving the core values and traditions that contribute to each business’s success.
Preservation Holdings
Preservation Holdings is a consortium of family offices headquartered in Dallas/Fort Worth, committed to deploying capital through strategic control investments. With a focus on B2B and B2C Services companies in the Mainstreet and Lower Middle Markets, we target businesses with revenues exceeding $3.5 million and Seller’s Discretionary Earnings (SDE) ranging from $0.5 million to $2.0 million, boasting an SDE margin of 15%.…
Rafael Recalde
Attorney
Founder and president of Recalde Law Firm, P.A. With 15 years of experience on both the litigation and transactional side of complex business matters, Recalde Law Firm P.A. provides a full range of legal services in the following related fields: securities law, debt and equity finance, fund formation, commercial litigation and arbitration, legal services to RIAs, ERAs, Investment Managers, fund promoters, GPs and LPs, real estate law, and corporate counsel services and corporate law.
Dann Scheiferstein
MBA, Exit Planner
My interest in business began 35 years ago post biology BA when a sales position instilled a desire to broaden my skills from technical systems to sales strategy and profit performance. I completed my MBA and became a founding stockholder of five different businesses that started with zero revenue and grew to dominate their market niche.…
E. Brad Scoffin
MBA, CMA and CM&AA
Brad has over 30 years of experience in business-to-business sales, working with business owners and corporate officers. Building connections and relationships with consultants and trusted advisor professionals, he brings a unique skill set that helps our clients navigate the ever-changing business climate. Brad has a diverse background in financial services and insurance sales & marketing. Brad also gives back to the small business community through volunteer work with SCORE.org and SBDC of Michigan….
Matan Shmuel
Attorney
Matan Shmuel is the founder and managing member of Shmuel Law Group, LLC. Matan focuses his practice on advising and counselling businesses and entrepreneurs in all enterprise-related matters, as well as advising individuals and family business owners in personal tax and estate planning matters.
SIG Partners
SIG Partners is a prominent investment firm and trusted advisor catering to acquisition entrepreneurs, search funds, and independent sponsors. Leveraging our proprietary strategies and extensive network of relationships, SIG delivers tailored acquisition solutions to our clients. At SIG, we prioritize collaboration with business owners and entrepreneurs to unlock value for our investors, the companies we invest in, and the communities we serve.…
Three Pillars Capital
Three Pillars Capital was established with the mission to acquire, operate, and grow small businesses in the U.S. Our goal is to enhance opportunities for employees, uphold the founder’s legacy, and contribute positively to the local community.
Three Pillars is supported by experienced executives, serial entrepreneurs, and successful investors with a proven track record in executing transactions and operating small to mid-sized businesses across diverse industries.…
John Turcotte
ChFc, CLU
John has over thirty years of experience in the insurance and financial services industry. He specializes in developing estate and business succession plans for highly compensated executives, professionals, physicians, and owners of closely held corporations. Prior to joining Stratos Wealth Partners on September 11, 2013 he was Managing Partner of Heritage Private Wealth, LLC from November 2010. …
Jason Ward
CPA, CBI, CM&AP
Drawing on over 20 years of business experience spanning a huge number of industries and companies of all sizes including public accounting, manufacturing, distribution, construction, convenience stores, gas stations, e-commerce, dealer services, private schools, oil and gas, and many more…
Jason Ward is a discrete business broker with first-hand experience from the buying side.
CFO, Controller, External Auditor, Internal Auditor, and Consultant.…
Tim Whipple
CEPA, Certified Merger & Acquisition Advisor
Tim Whipple is the Designated Broker and Managing Principal of HUB Commercial, an affiliate of Sunbelt Business Brokers. He provides business brokerage and commercial real estate services throughout Arizona. Tim has successfully represented clients in hundreds of commercial real estate/business sale transactions.
Tim is an expert in business brokerage, marketing, real estate acquisitions, contract negotiations, lease review, and market research. …
Lauren Wingrove
Business Broker
Lauren Wingrove has started and operated several businesses in the past, including a sign and graphic design studio, a project management consulting firm, and a commercial flooring enterprise.
She helps business owners sell their businesses and assists buyers looking for a good business or franchise opportunity. Her focus is on the Chattanooga Metro area, including Cleveland, TN.
Greg Younts
CMAI
Greg has over 30 years of experience working for companies in sales, marketing, and management capacities. He started his career in the information technology field where he focused on the design and sales of strategic technology solutions to meet the needs of companies that range in size from small business to the Fortune 100. He has served companies in every major industry throughout North America.…