


OUR SERVICES
SMART EXITS, STRATEGIC GROWTH

MEET WITH OUR BROKER
Our Business Brokerage Services help sellers connect with buyers. We work with sellers to help position their businesses for optimal value and streamline the sale process from listing to closing.
BUSINESS BROKERAGE


MEET WITH OUR ADVISOR
Our M&A Advisory Services help guide business owners through mergers, acquisitions, and complex business transactions. We help you define your ideal transaction and craft a tailored strategy to help you achieve your goals.
M&A ADVIS0RY
LET US GUIDE YOUR SALE
Whether you are seeking Business Brokerage Services or M&A Advisory Services, we provide the following expert guidance and services to help you achieve your goals: Valuation, Marketing, Identifying and Vetting Buyers, Negotiation and Transaction Management.
EXPERT GUIDANCE

EMPOWERING BUSINESS OWNERS

WITH EXPERT GUIDANCE AND UNWAVERING SUPPORT, FOSTERING CONFIDENCE IN THEIR DECISIONS AND PEACE OF MIND THROUGHOUT THE SALE PROCESS.
TYE WANGBERG
M&A ADVISOR/BUSINESS BROKER

FEATURED PLAN
THE BUSINESS EXIT
Initial Consultation and Valuation
As your trusted business advisor, we'll start with a free consultation to understand your goals and discuss your business valuation. We’ll assess financial performance, market trends, and offer options for determining the best value for your business—all in complete confidentiality
Negotiating Offers
We review and negotiate offers from each potential buyer, balancing price, terms, and conditions. We seek to uncover the most strategic buyers with the best alignment to your goals.
Preparing for the Business Sale
We work with you and your advisors to organize financial records, contracts, and legal documents, then work to enhance your business appeal by addressing operational efficiencies and identifying potential growth areas.
Due Diligence
We work with you to gather all due diligence materials and we provide the right buyer with a thorough review of financials, operations, and legal aspects to show that everything is business ready and confirm the business's health and performance.
Marketing Your Business
We develop a marketing strategy to sell your business that may include confidentially reaching out to potential buyers and advertising through various channels to attract qualified interest.
Finalizing the Deal
We work with legal, accounting, and financial advisors to draft and finalize contracts, complete any closing documentation, and make the transfer to the new business owner.
Screening and Meeting Potential Buyers
We vet interested buyers to assess financial ability and alignment with your business values and goals. We also arrange meetings with qualified buyers to discuss opportunities and answer questions.
Transition and Post-Sale Support
We work with you to provide training or support to help the new owner transition smoothly, ensuring a seamless handover and maintaining business continuity.

BENEFITS
WE FOSTER REWARDING EXPERIENCES
Crestline Consulting empowers business owners to sell with confidence, clarity, and peace of mind—backed by expert guidance and trusted M&A support.
SCROLL FOR BENEFITS

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What is the value of my business?Business valuation involves a thorough analysis of your business’s financial statements, industry trends, and market conditions. Working with certified business valuation experts, Crestline Consulting can help determine the value of your business.
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How long does it take to sell a business?The timeline for selling a business varies depending on factors like market conditions, business size, and complexity. This timeline can take anywhere from a couple months to year, with some taking shorter or longer depending on the circumstances.
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What are the steps involved in selling a business?Selling your business requires careful planning. In preparing to sell your business, you should prepare your financial records, consider pre-sale improvements, and determine your business’s value. Next, marketing your business for sale attracts qualified buyers, and negotiating a sale agreement secures the best deal. Finally, due diligence and closing paperwork pave the way for a smooth ownership transition.
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Are there tax implications of selling a business?Selling your business has tax consequences. Consulting with a tax advisor is crucial to understand your specific situation and potential tax liabilities.
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Are there legal implications of selling a business?Selling your business has legal implications. Consulting with an attorney with expertise in Mergers & Acquisitions is crucial to understanding the legal implications of selling your business.
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What are some common mistakes to avoid when selling a business?Selling your business is a momentous occasion, but navigating the sale process requires careful planning. Avoid these common missteps when selling your business: (i) do not rush the sale, take time to prepare and find the right buyer; (ii) accurately value your business to ensure you receive fair compensation by using a certified business valuation expert; (iii) consider partnering with a business broker/intermediary for their expertise in effectively negotiating and securing the best deal for your business; and (iv) do not underestimate the importance of due diligence. By avoiding these common mistakes, you help ensure a successful springboard to your next chapter.
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How do I choose the right business broker?When choosing a business broker, be wary of brokers who inflate the value of your business significantly, pressure you into a quick sale and/or advertise a quick sale, and who do not clearly communicate their fees and costs of engagement. Choose a business broker that is or works with a certified business valuation expert to value your business, guides you through the sale process and does not pressure you into and/or advertise a quick sale, and clearly communicates the fees and costs of engagement.
