These firms can help you apply the Built to Sell
methodology to your business
We work with a select group of advisor firms who demonstrate exceptional levels of service, professionalism, and alignment with our mission to help business owners like you punch above your weight in a negotiation to sell your business.
Adam Hall CPA PA is a full-service accounting and tax firm based in Stedman, North Carolina. Serving both business and individual clients, the firm offers tailored packages at fixed prices covering outsourced accounting, payroll and sales tax compliance, proactive tax planning and preparation, financial reporting, and strategic business growth planning. For personal clients, Adam Hall CPA PA focuses on delivering personalized, year-round attention — including missed deduction searches, free electronic filing, and predictable turnaround times — so every client can get back to business with confidence and peace of mind.
Adamy Valuation is an independent business valuation firm based in West Michigan, serving clients nationwide since 1979. Now in its second generation of leadership, the firm provides executives, business owners, attorneys, and fiduciaries with expert valuation and litigation services across a wide range of industries and situations, including ESOPs, estate planning, financial reporting, divorce, tax reporting, and dispute advisory.
A R Business Brokers is an award-winning business brokerage based in Mississauga, Ontario. Having completed over 300 deals and selling over $144M worth of businesses, ARBB strives to be "The Perfect Matchmaker", connecting business owners with the ideal buyer to carry on their legacy. As Ontario's largest independent business brokerage and M&A advisory firm, we have an experienced team of 12 advisors, and an internal team of 7 who work diligently to ensure the successful transaction of a business sale. With an existing buyer database of 50,000+ individuals and 1000+ inquiries a month, we can make it happen for you.
BizNavigators partners with advisors to help small business owners exit with confidence and clarity. We go beyond the transaction, recognizing that selling a business is an emotional journey rooted in legacy, hard work, and dreams. Unlike traditional brokers, we prioritize the owner’s goals and provide personalized guidance every step of the way. Our platform equips advisors with valuation tools, white-labeled resources, and expert support to enhance client relationships and drive better outcomes. Together, we help clients make informed decisions, maximize value, and secure a future they’re proud of—setting a new standard for business exits in the lower market.
Brentwood Growth is an advisory and consulting firm that works with service providers and contractors in the residential, commercial, and industrial markets. Our clients are considering a sale in the near-term, wanting to scale their business for a potential future sale, or establish a self-managing company.
At Business Multiplier, we help business owners scale with purpose and exit with pride. Based in Singapore, we specialize in guiding companies across Southeast Asia to multiply your profit & revenue, build self-running teams, and become truly exit-ready. Whether you're expanding in this region or planning your dream business exit, our proven frameworks make it fun, fruitful, and fulfilling. From doubling revenues to tripling business valuations, we’ve done it with our clients, and we’re just getting started. Ready to multiply your business success and freedom? Let’s build a company you can sell, or keep forever.
At Camelot Solutions, we're fundamentally different by design. Camelot Solutions is built by business owners, for business owners. With a track record of helping 180+ startups launch, 400+ companies scale, and 70+ businesses successfully exit, we've learned the hard lessons so you don't have to. We reject the one-size-fits-all approach, eliminating unnecessary meetings, reports, and bureaucracy that plague traditional consulting. Instead, we deliver real-time, actionable solutions that drive measurable results on your timeline. Whether you're seeking growth, scale, or an exit, we'll guide your business from where you are to where you want to be.
Champion Leadership Group is a business coaching and advisory firm founded by entrepreneur Jeff Mains, dedicated to helping B2B SaaS and professional service companies achieve profitable growth, market impact, and operational freedom. Through their flagship Executive Navigation™ program and Boardroom mastermind group, they guide founders and executives from $1M to $100M+ in revenue by applying proven frameworks around competitive strategy, marketing, employee engagement, and consistent processes — helping leaders "futureproof" their businesses and scale with confidence.
Chatterton & Associates offers comprehensive financial services to business owners, individuals, and families. Our business solutions strategists provide guidance in business finance, including investment structuring, tax optimization, bookkeeping, profitability and efficiency coaching, and business valuation. Our wealth, tax, and estate professionals work together to craft personalized strategies that align with your financial goals and risk tolerance, identify tax savings opportunities and preserve your legacy. At Chatterton & Associates, we deliver strategic financial planning aimed at maximizing growth, protecting assets, and ensuring long-term financial stability.
CRI M&A Advisors (formerly CRI Capital Advisors) is a mergers and acquisitions investment banking firm dedicated to serving closely held and family-owned businesses in the lower-middle market. Operating as part of CRI's Family of Companies — a top 25 nationally ranked accounting and advisory firm spanning 35+ markets across 12 states — CRI M&A Advisors specializes in guiding companies generating $10M to $250M in annual revenue through full-company sales, minority sales, and strategic transaction preparation, helping business owners achieve maximum value with tailored strategies and personalized support.
Dr. Nolan Duck is the founder of DBG Advisors, a D/FW based M&A Advisory. For 20 years, Nolan has provided guidance to business owners who are looking to increase the value of their business to ensure a lucrative exit. DBG Advisors specializes in helping business owners rethink every aspect of their business so they can get the full value from its sale and secure the future success of the business they built. Nolan is a Board-Certified Broker (BCB), a Certified Business Intermediary (CBI), a Certified Exit Planning Advisor (CEPA), a Certified Value Builder, and a Real Estate Broker.
Denver Business Coach specializes in transforming businesses into self-sustaining, scalable enterprises. Their team of seasoned advisors, each with firsthand business ownership experience, offers tailored coaching to enhance leadership, streamline operations, and drive strategic growth. By implementing proven systems and processes, they empower clients to achieve financial success and personal freedom, enabling business owners to focus on their passions and enjoy a balanced life.
Ensign Partners is an integrated advisory firm based in Gilbert, Arizona, offering legal, insurance, financial, and tax services all under one roof for business owners. By bringing together coordinated expertise across these four disciplines into a single, cohesive plan, Ensign Partners eliminates the complexity of juggling multiple advisors — delivering "big firm brains with boutique attention" to help clients protect their businesses, grow their wealth, and secure their legacy with clarity and peace of mind.
Exencial Wealth Advisors is a nationally recognized registered investment advisory firm with 13 offices across the United States, serving business owners, executives, and individuals navigating major life transitions. Guided by the philosophy that "integrated beats fragmented," the firm coordinates investment management, financial planning, tax and accounting, and estate planning into one cohesive strategy — bringing it to life through their proprietary E3 process of Evaluate, Execute, and Evolve to help clients achieve their financial goals at every stage of life.
We’re a boutique business advisory firm that helps owners of IT, engineering, and manufacturing companies with revenues between $2M and $20M prepare for investment or exit. As entrepreneurs with several successful exits, we know the challenges—and the rewards—of building and selling a business. We understand how investors think, and we know how to position your company for maximum value. We provide customized, results-driven strategies to streamline operations, enhance business value, and attract the right investors or buyers. If you're ready to exit or secure investment, we have the expertise to help you succeed—on your terms.
Exit with Clarity™ helps business owners see their business the way buyers do. We work with privately held companies generating up to $40M in revenue, bringing transaction-level insight to Main Street and lower middle-market sellers. Our Clarity Valuation identifies pre-market issues to resolve and improvements most likely to increase sale value, giving owners clarity on where they stand before starting the exit process. For those working with a Value Builder advisor, we add real-world deal perspectives to complement value-building efforts. When timing is right, our trusted advisor network guides sellers from preparation through close. Confidentiality, employee protection, and legacy guide every engagement.
Fillgap is a business strategy consultancy with over 25 years of experience helping small and medium-sized enterprises achieve sustained, profitable growth. Leveraging world-class methodologies including Scaling Up, Fillgap's multidisciplinary team of senior professionals works with business owners, CEOs, and executive teams to bring strategic clarity and leadership alignment — guiding companies through tailored programs designed to transform their business into its next phase of growth.
Founded in 1994, First Choice Business Brokers is one of the largest organizations in the United States dedicated exclusively to business sales, having facilitated more than 15 billion dollars in transactions nationwide. Clients benefit from a proven process supported by a strong national network of professional brokers. Drs. Leilani and Fernando are award winning Certified M&A Advisors, Licensed Business Brokers, and peer reviewed published authors. As a husband and wife team, they own and lead multiple FCBB offices and guide clients through their proprietary Acquire. Maximize. Exit.™ framework, helping buyers acquire wisely, owners build value, and sellers achieve successful exits.
Florida Business Exchange, Inc. (FBX) is a full-service business brokerage and M&A firm serving buyers and sellers across Florida, with a team boasting over 235 combined years of experience in business sales and consulting. The firm specializes in guiding clients through every stage of the business transfer process — from valuation and confidential marketing to negotiations and closing — with a strong emphasis on professionalism, confidentiality, and attention to detail that minimizes delays and maximizes results for both parties.
FNDRS exists to help owner-led businesses become scalable, transferable, and ultimately --- exit-ready. We combine hands-on advisory, expert execution, and a network of operators, dealmakers, and wealth strategists to support every stage of the founder journey.
Helping Business Owners Plan, Transition & Sell with Confidence. Freedom For Founders is an exit planning consultancy and brokerage in Waterloo, Ontario, dedicated to helping business owners reclaim their freedom. Founded by experienced entrepreneurs, we understand the challenges of business ownership—and the drive to shape a future that aligns with your vision. For some, freedom means financial Independence through a strategic sale. For others, it’s building a business that thrives without constant involvement. With our hands-on, personalized approach, we empower founders to transition with clarity and confidence. Ready to take control of your next chapter?
Freeman Logan is a boutique M&A advisory firm founded by Russell Logan and Cheryl Freeman Logan, based in Washington, DC, with three decades of experience in the mergers and acquisitions space. Focused exclusively on lower middle-market companies, the firm offers complete end-to-end sell-side advisory services — from business optimization and valuation to buyer marketing, deal structuring, and closing — bringing the caliber of expertise honed through billion-dollar transactions at major global firms to help business owners maximize their value and protect their legacy.
Scale to Freedom™ GT Solutions International helps private business owners become Executive Chairmen of their companies and build business valuation in preparation for a future exit. Through membership in the GTSI ValueBuilder, owners progress from Team Member to Navigator to Business Owner Peer Group Member while creating a company that can thrive without them. Schedule a call: www.MeetWithGTSI.com.
inVantage helps business owners build companies that scale and grow in value. We implement proven tools and operating systems that align leadership and improve execution. As Certified Value Builder™ advisors, we support companies preparing for growth, transition, or succession with a focus on accountability, clarity, and transferable business value.
Legacy Business Planning is a specialized division of Vanguard Legal Group dedicated to helping California business owners protect their businesses and plan confidently for the future. Proudly serving more than 27,000 California households for over 30 years, the firm guides clients through four core pillars — structure and foundation, compliance and asset protection, value and risk management, and succession and exit planning — providing clear, California-specific legal and strategic counsel at every stage of the business lifecycle.
Empowering Founder's Transition Readiness and Sustaining Generational Wealth.
Marigold Resources is a business brokerage and M&A advisory firm based in the Quad Cities, serving buyers and sellers since 2011. Founded by Chris Barnard and Todd McGreevy, the firm guides business owners through every stage of their exit strategy — from assessing business value and readiness to marketing, negotiating, and closing transactions — helping entrepreneurs maximize the value of their life's work and confidently transition to their next chapter.
Maven Group Investment Strategies is a CERTIFIED FINANCIAL PLANNER®-led wealth management firm based in Irvine, California, serving both companies and business owners as well as individuals and families. Guided by the principles of knowledge, balance, and trust, the firm takes a personalized, goals-first approach to financial planning — getting to know each client's "why" before crafting tailored strategies around investment management, retirement planning, and wealth preservation to help clients enjoy life today while preparing for their ideal future.
New Life CFO delivers fractional CFO, finance, and accounting support that scales as you grow. Our CFOs bring discipline, insight, and execution to clarify your numbers, strengthen cash flow, and streamline operations. We build reliable forecasts and budgets, establish KPI dashboards, and implement systems that unlock profitability and confident decision-making.
The North Central Small Business Development Center (SBDC) at Onondaga Community College provides no-cost, confidential advising and training to entrepreneurs and small businesses across an eight-county region of Central and Northern New York. As part of the New York SBDC network, advisors help businesses start, grow, and succeed through guidance on planning, financial analysis, capital access, marketing, and operations. Supported by New York State, the U.S. Small Business Administration, and regional partners, the North Central SBDC helps strengthen local economies and create sustainable jobs across the region.
NuFocus Group Inc. is a leader in driving SME growth through expert business strategy, financial planning, and operational excellence. As certified Value Builder System™ advisors, we specialize in unlocking growth potential, optimizing processes, and maximizing enterprise value. Partner with us for proven solutions and sustainable success.
NuVescor is a Michigan-based mergers and acquisitions advisory firm specializing exclusively in manufacturing companies. Serving both buyers and sellers, the firm guides business owners through every stage of a transaction — from valuation and market preparation to deal structuring and closing — using their proprietary Rua Transaction Process, which is designed to maximize outcomes and minimize the uncertainty that derails most deals. Whether a manufacturer is ready to sell, exploring a strategic acquisition, or simply testing the market, NuVescor brings deep sector expertise across manufacturing niches including fabricated metal, automation, and plastic parts, giving clients the confidence that their company's legacy and financial interests are in experienced hands.
P&G Advisors specializes in empowering small and medium-sized business owners to maximize their enterprise value and achieve a successful, profitable exit. Combining over two decades of expertise in investment management, private equity, and business consulting, we leverage proven methodologies like the Value Builder System™, Profit First, and EOS® (Entrepreneurial Operating System) to enhance operational efficiency, reduce vulnerabilities, and foster long-term growth. Our tailored approach ensures financial clarity, scalability, and strategic alignment. At P&G Advisors, we’re dedicated to helping entrepreneurs thrive today and exit on their terms tomorrow, creating lasting impact and legacy
Peachtree Planning has been helping business owners with personal and business planning since 1987, with offices across the Southeastern U.S. We recognize that business planning is unique and offers special financial opportunities. Our approach focuses on understanding your priorities and aligning your planning with your goals. We assist in determining your business’s value, protecting it, and setting future goals like your end game. Our aim is to ensure you and your family get the full value of your hard work.
Pretium Solutions helps business owners build stronger, more valuable businesses with a clear path to exit. Led by Paul Sweeney, we specialise in exit readiness, value creation, and reducing owner dependency through structured planning and practical financial insight. With deep experience advising privately owned businesses, we help owners move from confusion to clarity, from busy to in control. Our work focuses on improving profitability, strengthening systems, and creating optionality long before an exit is on the table. We are driven by a simple belief: business should serve the owner, not trap them.
ProNova Partners is a full-service M&A and business brokerage firm headquartered in Southern California, with offices across the country serving large corporations, lower-mid market, and small businesses alike. The firm offers sell-side advisory, buy-side advisory, business valuation, and consulting services across a wide range of industries — from manufacturing and healthcare to technology and food service — with a consultative, client-first approach focused on maximizing value and delivering results with honesty and integrity.
Steven James Accountants is a full-service accounting firm based in Milton, Queensland, Australia, serving businesses with a personalised, hands-on approach. Acting as a virtual CFO for their clients, the firm offers business advisory, bookkeeping and payroll, accounting, tax, and audit services — all tailored to each client's unique needs — with a passion for helping business owners understand their numbers, operate more efficiently, and reach their full potential.
We help business owners understand what their business is really worth and, more importantly, how to manage it as an asset. Our work starts with knowing the value, then protecting it by reducing risk, growing it efficiently where time allows, and optimizing it for an eventual transition—on the owner’s terms, not under pressure. We’re grounded in the numbers, but focused on outcomes. By aligning financial clarity with practical strategy, we position clients for maximum optionality and a successful next chapter, whether that’s years away or sooner than expected.
StrateZen Advisors is a business advisory firm helping entrepreneurs transform everyday companies into scalable, valuable, and owner-independent enterprises. Through their proprietary STZ90 Business Operating System, the Value Builder System™, and a tiered advisory program ranging from early-stage founders to exit-ready companies, StrateZen combines data-driven frameworks with hands-on execution support — and complements this with StrateZen Academy, an online learning platform offering courses in leadership, personal growth, and professional development.
Summit Achievers® partners with growth-minded leaders who want more than success—they want to unlock their company’s full potential and achieve enduring results. We help business owners align leadership, strategy, and execution so their business grows profitably and increases in market value. Our frameworks and tools are straightforward, practical, and designed to strengthen leadership teams, build scalable systems, and create clarity in decision-making. By focusing on what drives growth, we provide the discipline and accountability that ensure lasting progress. Summit Achievers® equips leaders to achieve results today while building long-term value for the future.
The Resultants is a business advisory and coaching firm that has been serving entrepreneurial owners and their leadership teams since 1999. Through their proprietary "Team Behind The Team™" approach and proven Business Operating System, they help business owners grow and scale their companies, build effective leadership teams, and achieve owner freedom — transforming overwhelmed leaders into confident, in-control CEOs who can drive profitable, sustainable growth.
Valent Wealth specializes in business exit planning, helping closely held business owners transition successfully while maximizing financial value. They leverage the Value Builder System, a proven methodology that enhances business valuation before a sale or succession. A key figure in this process is its founder Vincent M. D’Addona MSFS, CLU®, ChFC®, CExP®, RICP®, CEPA®, AEP (distinguished), with over 45 years of expertise in estate and exit planning for closely held business owners. His deep knowledge ensures that owners not only optimize their business's worth but also structure their personal and estate plans effectively.
Valorion Partners is the specialist in sustainably increasing company value. We support entrepreneurs in transforming their businesses into attractive acquisition targets – whether for a full or partial sale, a family succession, or a management buyout. As architects of company value, we use our structured value-building approach to analyze and enhance the eight key value drivers of a business. Our goal is to unlock potential, minimize risks, and systematically prepare the company for a successful exit.
Value Catalyst helps business owners increase enterprise value by transforming their companies into predictable, scalable, and transferable assets that align operations with the 8 Key Drivers of Company Value. Whether owners want to sell now or a decade from now, or transfer their business to family or key employees, they can increase their freedom and reduce risk. Through the FastTrack program, owners gain clarity on what's driving or dragging their value. Our mission: Help business owners Double their Value, Double their Offers, and Control their Future. Our team of Certified Value Builders brings deep expertise to every engagement.
Washington Avenue Advisors specializes in comprehensive financial planning and business advisory services tailored for entrepreneurs and business owners. Our expertise encompasses business planning, wealth management, estate and legacy planning, and investment and risk management. We offer personalized strategies to enhance business value and ensure financial success. Our Legacy Lab toolkit provides resources for building, scaling, and leaving a lasting business legacy. Our team comprises Certified Financial Planner™ professionals, Accredited Estate Planner® professionals, and Certified Exit Planning Advisors (CEPA™) committed to acting as fiduciaries and delivering client-focused solutions.
