Philosophy

Our Philosophy

Our philosophy is to focus on what’s best for our clients. We give unbiased advice and rely on our experience to lay out realistic options for each client. We understand the relationship between a business and a family’s legacy, and our goal is to provide the exit strategies and education our clients need to make informed decisions.

Why We Do It

We’re passionate about helping business owners realize the reward for the years of work and sacrifice that went into building their companies. We don’t make false promises or exaggerate our ability to sell a business. Instead, we review your company honestly, share our professional opinion, and apply the Touchstone Process to meet, and often exceed, your expectations.

How We Do It

The Touchstone Process identifies well-matched acquirers and strategic opportunities for our clients, regionally, nationally, and globally. We market each business confidentially, without a price, and place qualified acquirers in competition with one another through a sealed-bid process. This creates upward pressure on offers and consistently produces stronger terms than a traditional one-on-one negotiation, consistent with our goal of maximizing the value of our client’s life’s work.

Success From the Start

We recognize that not every business is ready for sale. That’s why we only take on clients when the timing is right. You only get one chance to sell your business, and our priority is giving you realistic information so you can make a well-informed decision for your company. For businesses that aren’t ready yet, our Exit Advantage℠ program helps prepare the business for a future sale.

We distinguish ourselves through:

A consistent focus on doing what's best for our clients.

Unbiased advice based on thorough due diligence.

Structuring, financing, and corporate development expertise applied to every transaction.

Exit planning education through our Touchstone University and Touchstone Talks podcast

A track record built on honesty, integrity, and results.

An understanding of the unique dynamics of closely held businesses and the family legacies behind them.