Complimentary Services:
Resources and information on transferring or acquiring a business.About Touchstone Advisors
Touchstone Advisors, a leading merger and acquisition firm, assists manufacturers, wholesale distributors, insurance agencies, medical practices, and other mid-size companies through the process of buying or selling a business.
We guide sellers and buyers to mutually profitable transfers.
Touchstone Advisors is a mergers and acquisitions firm that provides fully integrated advisory services to buyers and sellers of mid-sized companies with sales from $2 million to $20 million. We believe that companies of this size receive minimal support and recognition from the Wall Street investment community, but they are actually the backbone of our national economy. We are honored to serve them.
Our Goal
Our goal is to create a competitive, controlled auction environment. Without disclosing the name or the price of the business being sold, we market it to a targeted audience of hundreds of buyers. Each buyer submits his/her "best offer" knowing that there are a number of other interested buyers. This process produces multiple offers and the best price and terms from a variety of buyers.
Our Professional Advisors
Our professionals have decades of business sales, insurance, and legal experience. At Touchstone, each advisor accept only three to five engagements at a time, to make sure each client receives maximum attention–and is 100% satisfied.
Our Core Values
We establish our business relationships on integrity, confidentiality, and expertise. These core values guide our firm and its professionals in every aspect of our business.
Our Process
Touchstone assists business owners to:
- Prepare for successful transfers
- Plan the exit from their business, and
- Increase the present and future value of the business in the marketplace.
We use a multi-disciplinary team approach to exit planning. It's important that our client's own team of trusted advisors is involved in the process, including their accountant, attorney, financial planner, and insurance professional. This team approach to exit planning enables business owners to maximize the price and terms of the business sale, and to minimize tax liabilities and risk.
Our Promise
We know the sale or acquisition of a business can be a complex and emotional process for everyone involved, often more so for family-owned businesses. With our network of strategic and financial investors, advisors, lawyers, accountants, and funding sources, Touchstone Advisors provides our clients with every resource necessary for a successful outcome.
Call Touchstone Advisors to arrange a complimentary consultation
about buying or selling a business:
860-253-9087


