Leverage our expertise to chart your course for success!
Planning to sell your business down the road?

How Healthy Is Your Business?

If you are an owner or President/CEO of an established mid-market business or small business and would like to prepare your business for sale by improving your management practices, you are invited to complete a Business Wellness Checkup.

Your Business Wellness Checkup will:

  • Identify Broad Areas of Opportunity
  • Compare vs. National Checkup Results
  • Cover a Broad Range of Topics
  • Be Quick and Easy
  • Include a Checkup Review Session

Begin your Checkup

Touchstone’s Business Wellness Checkup is available to all qualified business owners, providing valuable insight into ways for improving your business so that you can drive performance and growth so that you can maximize the value of your business.

The diagnostic portion of the Business Wellness Checkup can be completed in about 15 minutes. Upon completing, you will be contacted to schedule your Checkup Review discussion where you will understand your overall business wellness as outlined in the evaluation results and learn recommended next step for you and your company based on your timeline and goals.

Our Mission: Maximizing the Value of Your Life’s Work

For over two decades, Touchstone Advisors has been a trusted partner for business owners navigating the complexities of selling a company. We leverage extensive market intelligence and relationships to connect sellers with the right buyers at the right time, casting a wide, strategic net that increases the likelihood of multiple offers. We work with you to position your business for the best possible outcome.

We understand that selling a business is more than just a transaction, it’s the culmination of your life’s work. Our goal is to help you achieve an exit that reflects that value and aligns with your personal and financial goals.

Let’s Talk About Your Future!

Tell us where you are today, and we’ll help you plan your next move.

Let us know how we can assist you.
Which of the following best describes your needs?

Ready to sell your business and start your next chapter?Β We work with you to position your business for the best possible outcome and find the right buyer, whether that’s an internal stakeholder or an external buyer.

Planning to sell in the next few years?Β Starting now gives you time to define your goals and build a strategy designed around what matters most to you, financially and personally.

Planning to sell in the next one to three years?Β We start with an Estimate of Value to benchmark where your business stands today, then offer recommendations on how to increase that value before you sell.

Mergers and Acquistions

Our seasoned team has the expertise in the transfer of ownership of privately-held companies.