Founder & Family Focused
M&A Solutions
Our Services
GO TO MARKET
CONFIDENTLY SELL OR SECURE INVESTMENT FOR YOUR BUSINESS
Our team provides a structured and efficient process to help you achieve your desired outcome, whether that's a complete exit, recapitalization, or partial ownership retention.
● Expert Valuation & Market Analysis: Leveraging market data and recent transactions, you will receive a realistic valuation of your business and gain insights into industry trends, growth opportunities, and potential buyer profiles.
● Strategic Buyer Targeting: Our team identifies and prioritizes the most suitable buyers for your business, including competitors, financial buyers, and strategic buyers, ensuring you reach those who recognize your company's true value.
● Compelling Marketing Materials: Professionally crafted marketing materials, including a teaser document, confidential information memorandum (CIM), financial model, and management presentation, are developed to effectively showcase your business to potential investors.
● Efficient Buyer Outreach & Negotiation: We manage buyer outreach, secure NDAs, and facilitate the bidding process, presenting you with a clear comparison of offers. This ensures you can confidently evaluate and negotiate the best deal based on price, terms, and strategic fit.
● Due Diligence & Closing: A structured due diligence process with a secure virtual data room and comprehensive checklists is implemented, simplifying the process and ensuring all necessary information is provided to the buyer. Our team continues to guide you through the final negotiations, definitive agreements, and closing process, guaranteeing a smooth transition.
BUILD TO SELL
POSITION YOUR COMPANY FOR A PREMIUM MARKET VALUATION
Our team helps business owners maximize their company's value before selling. It starts by working with you to set a target sale price and understanding your personal priorities for the sale.
● We conduct a baseline valuation of your business. Our experts then research the market to identify potential buyers and their requirements, creating a profile of the "ideal seller" in your industry.
● A gap analysis compares your business to the ideal seller profile. A timeline is established to address any gaps and help your business achieve a premium valuation.
● Our team then creates a detailed growth plan, including milestones and a "stress test, " ensuring the strategy's effectiveness.
● Finally, we transition to a sell-side process, taking your business to market and engaging with the right buyers to help you achieve your target sale price.
LEVEL UP GOVERNANCE
SAFEGUARD YOUR BUSINESS WITH OBJECTIVE & INDEPENDENT PERSPECTIVES
Bringing an objective and independent perspective to your business is critical for sustained growth and effective risk management. Independent directors provide valuable expertise and oversight, helping you navigate challenges and capitalize on opportunities.
● Independent Perspective: V&R directors offer unbiased insights, helping you see the bigger picture and make sound decisions. We challenge assumptions and encourage healthy debate, leading to better strategic choices.
● Enhanced Strategy Development: We pressure-test your strategies, identifying potential pitfalls and ensuring alignment with long-term goals. We help you develop robust growth, innovation, and risk mitigation plans.
● Improved Risk Oversight: V&R directors bring experience in identifying and managing various risks, including financial, operational, technological, and regulatory. We strengthen your risk management framework, protecting your business from potential threats.
● Objective Performance Monitoring: We provide impartial evaluation of your company's performance and hold management accountable for delivering results. We monitor key metrics, flag potential issues, and recommend corrective actions.
● Stronger Corporate Governance: Our presence enhances your company's governance practices, promoting transparency, accountability, and ethical conduct.
By leveraging the expertise of independent directors, you can make more informed decisions, navigate complex challenges, and position your business for long-term success.
WE’RE THE GO-TO EXPERTS IN 4 KEY VERTICALS
Healthcare Technology and Products
Companies with software, hardware, and technology-enabled solutions designed to enhance patient care, streamline operations, and drive innovation in healthcare.
Niche Manufacturing and Fabrication
Companies focusing on specialized manufacturing processes, precision engineering, or custom fabrication solutions serving unique markets and applications.
Logistics, Distribution, and Automation
Companies that leverage advanced software and hardware automation to optimize supply chain efficiency, streamline operations, and increase productivity.
Preventative Maintenance and Equipment Service
Companies that deploy systems and services that ensure critical equipment's longevity, reliability, and peak performance, helping businesses reduce downtime and maximize asset utilization.
WE EXCLUSIVELY SERVE INDIVIDUALS & FAMILIES - NOT PRIVATE EQUITY
We sell businesses with $1-10M in EBITDA and secure growth capital for businesses with $1-20M in EBITDA.
We do not sell healthcare practices that provide patient care. We believe that the long-term mission and patient-centered values of healthcare require an approach that may not always align with the priorities and fund cycle of private equity.
We have unique expertise in helping businesses that are HaaS (Hardware as a Service) or SaaS (Software as a Service) enabled and those seeking to transition to an "as-a-service" model.
“The way we tell your story when bringing your company to market makes all the difference. It’s not just about numbers and assets—it’s about capturing the heart, vision, and values you’ve built over a lifetime. When that story resonates, it turns a transaction into a legacy.”
— Jeff Vlasic, Managing Partner
Listen up.
Hosted by V&R Advisory & Capital, The Founders Report podcast series delivers actionable insights on industry trends, market opportunities, and strategic decisions that drive value for founder-led and family-owned businesses.