Philosophy

Our Philosophy

Our philosophy is to focus on what’s best for our clients. We give unbiased advice and leverage our expertise to provide the best possible options for each client. We understand and appreciate the unique dynamics of the relationship between business and family legacies. Our goal is to provide exit strategies and education that holistically assist our clients.

Who We Are

Touchstone Advisors is a New England M&A firm representing owners of privately-held manufacturing, distribution, and service businesses, with generally $5 to $100 million in revenue.

What We Do

Touchstone Advisors is a New England M&A firm representing owners of privately-held manufacturing, distribution, and service businesses, with generally $5 to $100 million in revenue.

Why We Do It

We’re passionate about helping private business owners reap the reward for their years of hard work, and sacrifice in building and running their firms. 

We do not make false or unrealistic promises and we won’t exaggerate our ability to sell your business. To create honest expectations, we will review your business and share our professional opinion. We use the Touchstone Process to meet, and many times exceed, that benchmark. We are passionate about what we do, we are not afraid of hard work, and we know how to get you results.

How We Do It

We identify the best-fit acquirers and strategic opportunities—regionally, nationally, and globally—for our clients. We confidentially market each business without a price and place the best acquirers in competition with one another.

Success From the Start

We recognize that not every business is ready for sale. That is why we only accept clients when we believe the timing is right. You only have one chance to sell your business, and our priority is to provide realistic information so you can make a well-informed decision for your company.  For those companies that we believe are not ready to sell, we provide our Exit Advantage program that will help prepare the business for sale.

We distinguish ourselves through:

Our unwavering focus on doing what is best for our clients.

Unbiased advice based on thorough due diligence.

Leveraging our structuring, financing and corporate development expertise.

Providing exit planning education through our Touchstone University.

Our sterling reputation of honesty, integrity and results.

Our understanding and appreciation of the unique dynamics of closely-held businesses and the importance of legacies.