Amerivest M&A Advisory

We start with a grounded opinion of value based on real market data and comparable transactions — not a certified appraisal, but a defensible number that reflects what qualified buyers are actually paying for businesses like yours. From there, we help prepare financials, operations, and materials so the business presents well to a sophisticated buyer pool.

We build a curated list of qualified buyers — strategic acquirers, search funds, private equity and family offices — and market the opportunity under strict confidentiality. Employees, customers, and competitors don’t learn about a potential sale until you’re ready for them to. Every prospective buyer signs an NDA before receiving detailed financials.

Not every interested party is a serious buyer. We qualify prospects on financing, strategic fit, and intent before advancing them, then negotiate price and structure on your behalf — managing multiple conversations in parallel where possible to strengthen your position.

Once terms are agreed, we manage the diligence process and keep the deal on track — coordinating documentation requests, timelines, and communication between your team, the buyer, and both sides’ CPAs and attorneys, through to a clean closing.