

Selling a business services company comes with complexities that require specialized knowledge and a client-focused advisory approach. Unlike product businesses, service companies derive significant value from client relationships, recurring revenue, professional talent, and reputation that significantly influence deal valuations.
Manufacturing companies depend heavily on skilled labor. Workforce stability, training structures, union relationships, and labor agreements all influence valuation and must be clearly communicated to potential buyers during the sale process.
Environmental and safety regulations can impact both deal structure and buyer confidence. Proper documentation, EPA compliance, waste-management processes, and facility certifications play a major role in reducing perceived risk during due diligence.
Business services companies often hold significant value in long-term client relationships, retainer agreements, and contracted revenue. Accurate valuations must account for client concentration, contract terms, relationship tenure, and the transferability of key accounts—factors that directly impact overall business worth.
Service businesses derive substantial value from their professional teams and delivery capabilities. Buyers evaluate staff tenure, billable utilization, talent pipeline, and the scalability of service delivery in assessing operational value.
the process
We conduct a thorough assessment of your client relationships, recurring revenue, team capabilities, and operational financials to establish fair market value and identify key value drivers.
Positioning your business to attract the right buyers—whether strategic acquirers seeking service line expansion, private equity platforms building professional services groups, or competitors looking to add capabilities and clients.
Discreetly engaging qualified buyers, managing NDAs, and negotiating terms that protect your team, client relationships, and professional reputation.
Guiding you through detailed buyer reviews including client contract analysis, staff retention planning, service transition strategies, and earnout structures to ensure a smooth closing.

Why Choose Us

Marketing agencies, advertising firms, PR companies, and digital marketing specialists with established client rosters and creative capabilities.
E-commerce agencies, marketplace consultants, and online retail service providers supporting brands in digital commerce channels.
CPA firms, bookkeeping services, and financial advisory practices with recurring client relationships and professional credentials.
Staffing agencies, HR consulting firms, and PEO/ASO providers with established client bases and candidate networks.
Management consulting, strategy advisory, and specialized consulting firms with expertise-driven client relationships.
Call centers, document management, facilities services, and other administrative support businesses serving commercial clients.
Extensive advisory experience across Wisconsin's business services sector, including marketing agencies, accounting firms, and consulting practices.

Serving business services companies throughout the Midwest's diverse commercial markets and professional services ecosystems.

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