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Mergers & Acquisitions Advisory — Nationwide

Mergers & Acquisitions Advisory for the Real Market

Last updated: May 2026 — Information current as of this date

Institutional M&A thinking for small and mid-market deals. Whether you’re buying a business, selling yours, or navigating a merger — we bring Fortune-500 deal experience to transactions at your scale.

🏆 Fortune-500 Trained Strategist
🌎 Serving All 50 States
📈 Michelet Financial

Mergers & Acquisitions Advisory for Small and Mid-Market Businesses

Most M&A advisors work exclusively on large deals. We bring institutional-quality M&A thinking to small and mid-market business owners — whether you’re buying, selling, or merging. Brandt Michelet’s background managing acquisitions and financial strategy for a Fortune-500 company translates directly to deals at your scale.

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Sell-Side Advisory

Preparing your business for sale: valuation, financial statement normalization, deal structure analysis, buyer identification, negotiation support, and tax optimization of the transaction. We represent your interests through close.

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Buy-Side Advisory

Finding, evaluating, and acquiring businesses. Target identification, due diligence financial analysis, valuation, deal structuring, and integration planning. We help you avoid paying too much for the wrong business.

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Due Diligence Financial Analysis

Quality-of-earnings analysis, financial statement review, working capital normalization, debt and liability identification — the financial due diligence that determines whether the deal is worth doing and at what price.

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Deal Structure Optimization

Asset sale vs. stock sale, earn-out structures, seller financing, rollover equity — deal structure has enormous tax implications for both buyer and seller. We optimize the structure to maximize after-tax proceeds.

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Business Acquisition Financing

SBA 7(a) loans, seller financing, PE partnerships, bank acquisition financing — we help you understand and access the capital needed to complete an acquisition without over-leveraging the acquired business.

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Post-Merger Integration

The deal is done — now what? Financial systems integration, cultural alignment, operational consolidation, and performance tracking to realize the synergies that justified the acquisition in the first place.

How We Advise on M&A Transactions

1

Strategic Fit Analysis

We start by understanding the strategic rationale — why this deal, why now, what does success look like. Acquisitions made without clear strategic logic rarely create value.

2

Financial Due Diligence

Deep analysis of the target’s historical financials — quality of earnings, normalized EBITDA, working capital requirements, off-balance-sheet liabilities, and cash flow reliability.

3

Valuation & Offer Strategy

Independent valuation of the business, pricing strategy, and negotiation support. We make sure you know what something is worth before you offer a dollar for it.

4

Deal Structuring & Close

Structure the transaction for maximum tax efficiency, coordinate with legal counsel, navigate closing conditions, and get you to a successful close with no surprises.

M&A Advisory Questions

What does an M&A advisor do for a small business?
An M&A advisor guides you through the process of buying or selling a business — from determining value and preparing financial materials, to finding counterparties, negotiating terms, and closing the transaction. For small business owners, who typically have never sold a business before, an advisor levels the playing field against sophisticated buyers who do acquisitions regularly.
Do I need an M&A advisor to sell my business?
Not legally, but practically — yes, in most cases. Buyers, especially strategic buyers and private equity firms, do this professionally. Without experienced advisory, most sellers leave significant money on the table through suboptimal valuation, poor deal structure, and tax inefficiency. Our fee is typically a fraction of the additional value we help you capture.
What is the tax impact of selling my business?
It depends on the deal structure. An asset sale vs. stock sale has dramatically different tax implications for both parties. Earn-outs, installment sales, and rollover equity each have their own tax treatment. The difference between a well-structured sale and a poorly structured one can easily be six or seven figures in after-tax proceeds. Tax planning should begin 1–3 years before a planned sale.
How do you value a business for a potential sale?
We use a combination of income-based (EBITDA multiples, DCF analysis) and market-based (comparable transaction analysis) approaches. The right methodology depends on your industry, business model, and the likely buyer profile. We normalize your financial statements to reflect true owner earnings and identify value-enhancing changes you can make before going to market.
What size businesses do you work with?
We primarily work with businesses in the $500K to $20M revenue range — the small and mid-market segment that is too large for DIY transactions but too small for the major investment banks. This is the segment we know best and where our Fortune-500 financial background adds the most value relative to traditional business brokers.

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