Mergers & Acquisitions: Facilitating Growth & Seamless Transitions
Evergreen Business Advisors is your partner for all things M&A—from selling a closely held company to building a portfolio of strong businesses.
While our primary engagements often involve representing business owners ready to transition 50% or more of their ownership, our experience naturally intertwines us with both buyers and a network of professional service providers. That’s what makes our approach to mergers and acquisitions unique: we understand the needs, challenges, and goals of every stakeholder in the transaction.
Guiding Owners Through Legacy-Defining Transitions
Most of our M&A work focuses on helping business owners orchestrate a smooth and lucrative handoff. Whether you’re selling an entire business or a significant ownership stake (50% or more), we specialize in:
We conduct thorough valuation analyses—factoring in market conditions, financials, and long-term potential—so you can confidently pursue your transition goals.
From setting up partnership buyouts to handling management buy-ins, we help you decide on (and negotiate) an ownership structure that works for everyone.
We aren’t attorneys or CPAs, but we work closely with your chosen professionals—and can recommend top-tier specialists—to ensure legal, tax, and financial factors are properly addressed.
This transition isn’t just a transaction; it’s a defining moment. We offer guidance on how to communicate with your team, preserve your culture, and maintain stakeholder trust throughout the process.
Partnering with Buyers Building a Portfolio
While our main engagements involve representing business owners, we also collaborate with active buyers who know what they want and are determined to pursue new acquisitions. If you’re an individual entrepreneur, private equity group, or strategic acquirer seeking targeted investments, we can:
Curate Opportunities
Leverage our network to find businesses that match your criteria—industry, size, location—so you focus on deals that fit your portfolio strategy.
Facilitate Financing & Due Diligence
We’ll guide you toward experienced lenders, attorneys, and accountants, ensuring you have the resources to complete a thorough due diligence process.
Negotiate & Close Deals Smoothly
Even though we’re often representing the seller, our reputation hinges on fostering constructive dialogue. We aim for a win-win approach where both parties come away satisfied.
Working Seamlessly with Service Providers
Mergers and acquisitions typically require multiple specialists—attorneys, accountants, financial planners, and lenders. Our role is to:
Coordinate Stakeholders
Keep communication transparent and consistent among all parties, ensuring due diligence, legal, and financial aspects stay aligned and on schedule.
Maintain Momentum & Cohesion
We anticipate bottlenecks and proactively address them, so the deal doesn’t stall.
Facilitate Collaboration
We create the right environment for professionals to do what they do best—helping every facet of the transaction proceed smoothly.
Customizing the M&A Experience
No two transactions are identical. Ownership transfers come in many forms—full acquisitions, incremental partnerships, family successions, or strategic mergers. We tailor our approach to meet your unique situation:
Owners seeking a complete exit rely on us to prepare the business, manage buyer outreach, and negotiate top dollar while ensuring a transition plan that respects their legacy.
For those transitioning 50% or more equity to a new partner or investor, we focus on valuation, shareholder agreements, and restructured leadership to keep the company thriving.
Buyers with specific criteria can count on us for well-sourced opportunities, introduction to financing options, and a collaborative path to closing.
Ready to Explore Your M&A Options?
Whether you’re a business owner planning your next move or a buyer seeking to expand your portfolio, our M&A services offer the expertise, network, and empathy you need for a smooth transaction:
We’re here to answer your questions, outline potential scenarios, and connect you with the right professionals. Let’s work together to maximize value, preserve what matters, and set the stage for long-term success—for you and your business.