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ABOUT US

Decades Of M&A Experiences for Better Results

Touchstone Advisors is a lower middle market M&A firm based in New England.  We discovered that most closely held business owners and founders were great at building and managing their business but not so great at preparing their business for a future sale.

With this in mind, we developed a program called Exit Advantage, which is specifically for business owners who are not ready now, but would like to sell in the next 2-5 years or more.

This 10 step program provides the analysis and recommendations to allow business owners and founders to maximize value when the right time does come to exit.

Preparation is the key and it's never too early to prepare your business for a future sale. 

Exit Options
Business analysis
Valuations
Recommendations

SERVICES

Unique 10 Step Process

Helping you with a system for selling your business at the best beenfit to you.

Determine Owner Readiness

How prepared are you for an exit?

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Determine Business Readiness

How dependent is the company on you?

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Business Performance Assessment

How well does your business benchmark vs. others in your industry?

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Recast Financials

What are the true earnings of your company?

Range of Value

What are the financial and premium values of your company?

Tax optimization

How do you reduce your tax burden?

Risk Assessment

What will be the acquirer's perspective on Risk?

Transition Options

What are your best options and why?

Value Enhancement Recommendations

How can you enhance your company value?

PORTFOLIO

Our Latest Work

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Our Team

Expert Team Members

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PETRIK JOHNSON

CEO Office

Jen Smith

CEO Office

LESA BELLA

CEO Office

TESTIMONIALS

What Clients Say

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BLOG

Recent Blog Posts

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Our team is ready to help you

Reach out to us today and we will have a 100% confidential discussion about your business and your personal situation. Every client is different and unique.

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