Closed Transactions

January 9, 2026

Cleaning Up the Books: Financial Hygiene Before a Business Sale

When preparing to sell your business, few things matter more than financial transparency. Buyers aren’t just reviewing numbers, they’re assessing credibility, risk, and future potential. Clean, […]
December 22, 2025

Preparing for Due Diligence: What Buyers Will Ask and What They Expect to See

Due diligence is where transactions either gain momentum or start to unravel. This is the stage where buyers pressure-test everything they’ve been told about your business. […]
November 20, 2025

Building a Deal-Ready Team: The Advisors You’ll Need to Maximize Your Exit

Preparing to exit your business is one of the most important—and complex—financial decisions you’ll ever make. Long before you’re ready to sell, assembling the right advisory […]
October 14, 2025

Touchstone Advisors Announces Acquisition of All State Landscape Services LLC

Touchstone is pleased to announce the addition of Rishy Mehrotra as a new M&A Advisor serving business owners in the Greater Philadelphia area. With two decades of experience in finance and investments, Rishy brings a strong foundation in the industry and a client-first approach to support successful business transitions.
September 29, 2025

Business Broker vs. M&A Advisor: Which is Right for Your Exit?

As a business owner, you’ve likely come across the terms “business broker” and “mergers & acquisitions (M&A) advisor” and wondered:  Aren’t they both just selling businesses? […]