Industry specialization

Every industry has its own value drivers, buyer universe, and diligence pitfalls. Our founder brings more than 30 years in the CPA profession advising owner-operated businesses across dozens of sectors, so we understand how a business actually makes money, whatever it sells. In the industries where we’ve advised on transactions, we bring more: firsthand knowledge of who’s buying, what they pay for, and where deals tend to break.

Sectors and What We Bring

Insurance - P&C and specialty agencies, MGAs/MGUs, and reinsurance intermediaries. Carrier relationships, book quality, and the strategic and PE buyers active in the space.

Restaurants & QSR - Single- and multi-unit franchise groups. Unit economics, franchisor approval, and lender-driven buyer dynamics.

Fitness - Studio and franchise operators. Membership economics, retention, and recurring-revenue positioning.

Vitamins, Supplements & CPG - Consumer brands where channel mix, customer concentration, and brand equity drive value.

Snack Food Manufacturing & Wholesale - Production capacity, distribution relationships, margin structure, and IP.

Professional Services - CPA firms, wealth management/RIAs, and advisory practices. People-driven value, client retention, and transition planning. 

The fundamentals of a successful exit are the same in any sector: credible financials, a clear growth story, and a competitive process run with discipline. If your business sits outside our core experience, we’ll tell you so candidly, and where it makes sense, we’ll bring in sector specialists to strengthen your outcome.