MERGERS & ACQUISITIONS
Selling your business is personal.
For most owners, a business is much more than a balance sheet. It represents years of hard work, the people who helped build it, and often a big part of your family’s future. We help you navigate the sale from the first conversation through closing, with experienced partners beside you every step of the way.
You know your business.
We know what it takes to sell one.
We work directly with you throughout the M&A process, helping you understand what to expect, what your business may be worth, how to find the right buyer, and how to navigate the process all the way to closing.
UNDERSTAND
Know what to expect. Know what your business may be worth.
We start by explaining the process and getting to know your business, its financial history, its market, and its potential value.
FIND
Find the buyer who is right for you and your business.
We identify potential buyers, share the appropriate marketing materials, and help you evaluate the opportunities to find the best fit.
CLOSE
Have experienced partners beside you through the finish line.
We help manage due diligence, negotiate the important terms of the transaction, and work alongside your counsel through closing.
From the first conversation to the closing table, we're with you.
Selling a business can feel complicated, especially if you’ve never been through it before. We’re here to make the process easier to understand, keep you informed, and personally guide you through every step.
From the first conversation through closing, you work directly with us. Our job is to keep the process moving, make the complicated parts easier to understand, and help you make informed decisions about the business you’ve spent years building. We’ll be with you from start to finish.
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Getting to know your business.
We start by understanding how your business operates, how it performs, and what makes it valuable. We review financial statements and tax returns, identify potential adjustments to earnings, and talk directly with the owners and key people who know the business best.Understanding what it may be worth.
From there, we develop a potential valuation range based on our analysis and experience. We walk you through what we’ve found so you have a realistic picture of what a sale could look like.Deciding what’s right for you.
There’s no pressure to sell. With a clearer understanding of your business’s value and what a potential transaction could involve, you can decide whether moving forward makes sense for you, your family, and your future. -
Telling the story of what you’ve built.
If you decide to move forward, we prepare the materials needed to thoughtfully introduce your business to potential buyers—clearly communicating its story, strengths, and value.Finding the right fit.
A successful sale isn’t only about the highest number. Together, we evaluate potential buyers and identify the right fit for your goals and the future of the business.Once a preferred buyer is identified, we help negotiate a Letter of Intent (LOI), outlining the proposed terms of the transaction, including purchase price and other important financial and business considerations.
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Navigating due diligence.
Once an LOI is signed, the buyer begins a more detailed review of the business. We manage the electronic data room, help organize requested financial and operational information, and work alongside you to respond to questions throughout the process.Working through the details.
As due diligence progresses, legal counsel works through the Purchase Agreement and other transaction documents. We stay closely involved, helping you understand what’s happening and working alongside your other advisors as the details come together.Closing—and what comes after.
Once diligence is complete and final terms are agreed upon, the transaction moves to closing. We remain involved through the transfer of funds and any post-closing matters, including working capital adjustments, escrowed funds, and other agreed-upon obligations.
STORIES FROM BUSINESS OWNERS LIKE YOU
“I hired Flathead Partners after being approached by a potential buyer. Troy and Jon were critical in negotiating a maximum purchase price for me and worked efficiently with the buyer to negotiate a letter of intent and to close the deal. They are down-to-earth, common sense advisors and I can’t recommend them highly enough.”
84+ YEARS OF COMBINED EXPERIENCE
Decades of firsthand business ownership give us the insight to guide yours—practically, thoughtfully, and with care.
FAMILY-ORIENTED VALUES
Rooted in trust, respect, and long-term relationships, we treat every client like family—because many of them are.
DIRECT 1-1 COMMUNICATION
You’ll work directly with our founders from day one—no layers, no handoffs, just clear, personal guidance.
INTEGRITY AND TRANSPARENCY
We lead with honesty and openness, offering straightforward advice and complete clarity at every step.
You built it. We’ll help you figure out what comes next.
Selling a business is something most owners only do once. We understand what is at stake.
We also understand that every owner, every business, and every family is different. That is why you work directly with us throughout the process. No junior team. No handoff. Just experienced partners who understand what it means to build a business and eventually make the decision to let it go.
Troy Gabriel
614-537-2897
TROY@FLATHEADPARTNERS.NET
Jon Usher
614-323-3149
JON@FLATHEADPARTNERS.NET