Business Sales
Advisory for owners considering the sale of all or part of an established business.
M&A & Transaction Advisory
Strategic advice for significant business transactions.
CFM advises business owners, entrepreneurs and acquisition buyers through business sales, acquisitions, ownership transitions and other significant corporate transactions.
Advisory through critical ownership and transaction decisions.
Selling, acquiring or transitioning a business involves more than negotiating a price. CFM helps clients evaluate the transaction, prepare strategically, structure the deal and navigate the process through execution.
Business Acquisitions
Strategic and financial advice for entrepreneurs, companies and management teams pursuing acquisitions.
Succession & Ownership Transitions
Planning and transaction support for intergenerational transfers, management transitions and changes in ownership.
Management & Shareholder Buyouts
Transaction and financing strategy for management-led acquisitions and shareholder ownership changes.
Strategic Transactions
Advice on mergers, strategic combinations, investments and other significant corporate transactions.
Transaction Financing
Integration of acquisition financing, vendor financing, equity and other capital requirements into the overall transaction strategy.
A successful transaction begins well before the deal closes.
The outcome of a transaction is influenced by preparation, positioning, valuation expectations, transaction structure, financing, counterparties and the quality of execution.
CFM works with clients from the initial strategic decision through transaction preparation, negotiation and execution, coordinating with legal, accounting, tax, financing and other professional advisors as required.
Owner Perspective
Advice informed by direct entrepreneurial, ownership and executive experience.
Transaction Strategy
Evaluate objectives, transaction alternatives, structure and potential paths before committing to a process.
Financial & Capital Expertise
Bring financing, capital structure and financial analysis into the transaction strategy.
Senior-Level Execution
Direct senior involvement throughout the mandate rather than handing execution to a junior deal team.
Representative M&A & Transaction Experience
Hospitality & Resort
M&A Advisory | Business Sale
Multi-million-dollar sale of an established hospitality and resort business.
Industrial Services
M&A Advisory | Strategic Acquisition
Multi-million-dollar strategic acquisition involving an established industrial services business.
Consumer Products
M&A Advisory | Business Sale
Sale of an established operating business to a strategic acquirer.
Considering the sale of your business?
For many owners, selling a business is one of the most significant financial decisions they will make. Preparation can materially affect marketability, transaction structure and the owner's ability to achieve their objectives.
CFM helps owners assess transaction readiness, clarify objectives, position the business, evaluate potential transaction structures and manage the process alongside the client's legal, tax and accounting advisors.
Evaluating an acquisition?
An attractive acquisition must work strategically and financially. CFM helps buyers evaluate opportunities, assess transaction economics, consider deal structure and develop an appropriate financing strategy.
Our transaction and financing capabilities allow acquisition strategy and capital requirements to be considered together rather than as separate exercises.
Clients and situations we are built to support.
CFM works with business owners, entrepreneurs, acquisition buyers, management teams, family-owned businesses and professional advisors considering significant ownership or strategic transactions.
- Business Owners
- Entrepreneurs
- Acquisition Buyers
- Management Teams
- Family-Owned Businesses
- Professional Advisors
Working alongside trusted professional advisors.
Significant transactions often require coordinated legal, tax, accounting and financing advice. CFM works collaboratively with the client's existing professional advisors while focusing on transaction strategy, financing and execution.
If a client is beginning to consider a sale, acquisition or ownership transition, an early introduction can create more strategic options before a transaction process begins.
Considering a significant business transaction?
Whether you are evaluating a sale, acquisition or ownership transition, an early conversation can help clarify the options and appropriate path forward.
Confidential inquiries welcome.