A Sell-Side M&A Advisory firm that specializes in business acquisition and exit strategies, serving lower middle market companies since 1997.

About Independence Group

We understand the hard work and dedication it takes for any owner to grow his/her business and then, how much harder it is to sell it and move on to a new venture. That is why we are dedicated to understanding the fundamentals of a client’s business and providing personalized solutions that align with specific needs and goals that maximize business value.

We are committed to achieving the best outcome for our clients – a successful and rewarding sale of your business – through our depth of experience, industry knowledge, and broad network of relationships. Our philosophy is to provide senior-level attention to every client, with a dedicated team of professionals committed to delivering outstanding results.

Core Values

Independence Group (IG) was built upon a foundation of excellence, collaboration, and unrelenting honesty.

Excellence

We are committed to providing our clients with exceptional service. We strive for excellence in assisting our clients to achieve business sale objectives and we challenge ourselves to exceed each client’s expectations.

Collaboration

We embrace teamwork and collaboration as guiding principles that drive our success. By leveraging the collective expertise and diverse perspectives of our team, we strive to maximize value and minimize risks in every business transaction.

Honesty

We believe that uncompromising honesty and transparency are essential to the success of a business value analysis and sale. IG provides straightforward information and forthright guidance throughout the M&A process.

Confidentiality

We prioritize your peace of mind, shielding your business from employee or competitor knowledge during the sale. With a meticulous strategy, we safeguard sensitive information, ensuring a seamless process that maximizes your company’s value while maintaining utmost confidentiality for a secure transition.

Our Approach

We employ a team-based approach that brings together a diverse group of experts and key outside resources. Our team provides clients with the knowledge, expertise and support needed throughout the complexities of selling a business. We conduct extensive market research, financial analysis, and due diligence to identify opportunities and potential challenges.

We are committed to leveraging our industry and transaction experience to forge enduring relationships with our clients. We act as a candid ally throughout the entire process while creating competitive processes that deliver outstanding results.

Services

Industries We Serve

Seller Representation

Value Estimate

We pride ourselves on being industry agnostic allowing us to navigate a diverse landscape with a broad spectrum of expertise. Our versatile approach encompasses a range of sectors, including but not limited to:

B2B/B2C Services

Distribution

E-commerce

Engineering

Facilities Maintenance

Food & Beverage

Healthcare Services

Hospitality

Manufacturing

Promotional Products

SaaS/IT MSP

Specialty Contracting

Staffing

Trucking & Logistics

Waste & Recycling

You've worked hard to build your business. How do you maximize the return when it's time to exit? At IG, we've been guiding business owners through successful sales since 1997. With expertise in every stage of the sale process, we help ensure you get the value you deserve.

Business Value Estimate

We start with a detailed assessment of your business and industry to determine fair market value. If you choose to work with IG, you'll enter a success-based, 12-month exclusive agreement with no upfront fees—just a fixed percentage of the transaction value.

Marketing

Once the agreement is finalized, we gather key business details and develop a tailored marketing strategy, featuring a Confidential Information Memorandum (CIM) and a “blind teaser” to showcase your strengths while ensuring strict confidentiality.

Targeting Qualified Buyers

We leverage our extensive network of financial buyers, and target strategic buyers, industry competitors, and high-net-worth individuals, identifying those with the resources and expertise to successfully acquire and operate your business.

Auction-Type Sale

Having multiple buyers compete for your business increases leverage. Our approach is designed to foster competitive interest, allowing us to structure a deal that maximizes your outcome.

Deal Guidance

From initial consultation to a final transaction, we ensure you receive informed guidance at every step. Our involvement guarantees that all aspects of the deal are managed efficiently and effectively.

Negotiations

We use creative negotiation, structuring, and tax strategies to maximize the sale outcome. Our focus is to structure the deal in a way that aligns with your financial and strategic goals.

Establishing value is critical for both business sellers and buyers in order to plan an orderly exit strategy. IG provides expert evaluations to give you a clear estimate of your business’s worth.

Our process includes:

Reviewing historic financial trends
Examining comparable historic transactions
Adjusting for one-time, non-recurring expenses or those not directly related to business operations (Normalized EBITDA)
Reviewing similar businesses currently for sale
Analysis of industry economic trends
Comparing your business’s risk profile to the industry
Determining the most likely buyers for your business
Delivering an estimated value range based on your findings

We typically waive the fee for conducting a Value Estimate if the client works with IG to sell their business. For those not intending to proceed with a sale, the fee ranges between $3,000-$5,000.

Our Team

IG works as a team of professionals to meet the needs of the client. With each project, we have a network of resources to ensure the client has a high level of satisfaction with the work being performed.