01
Prepare
Understand your goals, assess the business, and identify risks and opportunities.
Explore services →Arizona M&A Advisory
Your business is
more than a
transaction.
Confidential advice for Arizona business owners navigating what comes next.
CPA/ABV-led advice
Certified, experienced, and aligned with Arizona business owners.
Active Arizona brokerageLocal perspective. Real market insight.
Years of advisory experienceHands-on guidance through every step.
$1M–$50M businessesLower middle-market focus. Owner outcomes first.
Clarity before
the market decides.
A proven approach to build value, reduce risk, and navigate your options with confidence.
02
Position
Strengthen value drivers and shape a compelling story for the right buyers.
Explore services →03
Transact
Manage negotiations and diligence with the business and legacy in view.
See our approach →
A Different Kind of Advisor
Advice that protects more than the purchase price.
The sale of a privately held business affects your employees, family, customers and future. We bring financial rigor to the decisions that matter long before the deal closes.
Clarity
Objective valuation insight and candid perspective to help you make grounded decisions.
Confidentiality
Controlled communication and careful buyer engagement that respects what you have built.
Execution
A structured process from preparation through diligence, negotiation and closing.
Our People
Experienced advisors.
Thoughtful advocates.
John Byrne
Managing Principal · CPA/ABV
Ty Taylor
Senior Advisor · CFA, ASA, CVA, CBA, MAFF, ABAR
Dr. Marie-Christine Roy
Strategic Advisor · Ph.D., MBA
Industry Experience
Built for businesses
with real complexity.
Manufacturing
Industrial, contract manufacturing, fabrication and specialty production businesses.
Construction & Engineering
General contractors, specialty trades and engineering firms.
Healthcare Services
Physician groups, behavioral health and specialty providers.
Representative Engagements
The work behind a well-run transaction.
Preparation that withstands scrutiny
Strengthening financial, operational and transition narratives before the market sees the business.
Buyer conversations with purpose
Targeted outreach and a controlled process designed to protect confidentiality while creating genuine options.
Terms that reflect what matters
Support through diligence and negotiation with attention to value, continuity and the people affected by the transition.
Ready When You Are
Start planning before you need to sell.
The strongest outcomes often begin years before a transaction. An early conversation can clarify priorities, timing and next steps.