Real Results from Real Transactions
Over 40+ years and 450+ commercial transactions, we've helped business owners navigate some of the most consequential decisions of their lives. Here are a few representative stories.
Client identities and certain details are anonymized to protect confidentiality — the outcomes are real.
Featured Transactions
Multi-Unit Restaurant Group — Central NJ
Industry: Food & Beverage
Revenue: $2.4M
Timeline: 8 months
Situation: A second-generation restaurateur wanted to retire but feared the business couldn't sell without the family name attached.
What We Did: Conducted a full business valuation that quantified the brand's goodwill, customer base, and recurring catering contracts as transferable assets. We prepared a confidential offering memorandum highlighting the trained management team already in place, and targeted experienced food & beverage operators.
Outcome: Sold to an experienced multi-unit operator at 97% of asking price. Seller financing covered 20% of the purchase price, and the buyer retained all existing staff — including the seller's daughter in a management role during a 6-month transition.
Healthcare Services Practice — PA Suburbs
Industry: Healthcare / Professional Services
Revenue: $1.8M
Timeline: 6 months
Situation: A solo practitioner in a specialized healthcare niche needed to exit due to health issues. The practice was heavily dependent on the owner, and referral sources were relationship-based.
What We Did: Structured a phased transition where the buyer would shadow the seller for 90 days post-closing. We identified and documented all referral relationships, created a transition playbook, and negotiated an earn-out component that protected the seller's price while reducing the buyer's risk.
Outcome: Closed with an SBA-backed buyer who had complementary credentials. The earn-out was fully achieved within 18 months. Revenue actually grew 12% in the first year under new ownership.
Specialty Contractor — South Jersey
Industry: Construction / Trades
Revenue: $3.1M
Timeline: 11 months
Situation: The owner had built a profitable niche contracting business over 25 years but had no succession plan and no internal buyers. Employees were nervous about what would happen.
What We Did: Valued the business including equipment, vehicles, and active contracts. Created a detailed CIM showcasing the company's repeat-client base and long-standing municipal contracts. Screened 14 prospective buyers and conducted NDA-gated disclosure with 6 qualified candidates.
Outcome: Sold to a regional competitor who wanted to expand into the seller's geographic territory. The deal included an asset purchase with goodwill premium. All field employees were retained, and the seller stayed on for 3 months as a paid consultant.
E-Commerce & Retail Brand — Northeast US
Industry: Retail / E-Commerce
Revenue: $950K
Timeline: 5 months
Situation: A husband-and-wife team built a successful niche e-commerce brand with a small retail storefront. They wanted to relocate out of state and needed a clean exit.
What We Did: Valued both the physical assets and the digital assets (domain, social media, email list, supplier relationships). Positioned the business as a turnkey opportunity with strong margins and growth potential. Listed confidentially and screened buyers for e-commerce experience.
Outcome: Sold to a first-time buyer who secured SBA financing. The purchase included inventory, the retail lease assignment, and all digital properties. Seller provided 60 days of training and a warm introduction to all key suppliers.
Industry Experience
We've represented businesses across 100+ industries. Here's a sampling:
Services & Professional
- Healthcare practices
- Accounting & tax firms
- Insurance agencies
- Staffing companies
- Consulting firms
- Property management
- Cleaning & janitorial
- Salons & spas
Food & Beverage
- Restaurants & cafes
- Franchise locations
- Catering companies
- Specialty food retail
- Food manufacturing
- Bakeries & delis
- Bars & nightlife
- Food trucks & mobile
Construction & Trades
- General contractors
- HVAC & plumbing
- Electrical contractors
- Landscaping & lawn care
- Specialty subcontractors
- Roofing companies
- Flooring & tile
- Environmental services
Retail & E-Commerce
- Brick-and-mortar retail
- E-commerce brands
- Auto dealers & repair
- Convenience stores
- Pet services & retail
- Fitness & gyms
- Liquor stores
- Specialty retail
By the Numbers
450+
Transactions Sourced & Negotiated
100+
Industries Served
40+
Years of Experience
1
Goal: Your Best Outcome
Your Story Could Be Next
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