Transitional Equity Consultants
Making the Transition to Selling or Merging The Best Experience It Can Be

WHO WE ARE

Transitional Equity Consultants was founded for the intentional purpose of representing business owners with our extensive knowledge, compassion and dedication from start to finish throughout the selling process; whether that is seeking a long-term strategic partner or evaluating the alternatives of selling a 100% stake. With over 100 years of combined M&A experience, our team strives every single day to learn something new, work harder and find creative concrete solutions that meet our client’s goals and high expectations throughout the selling or merging process. We understand the complexities of the process and utilize our experience to avoid pitfalls whenever possible during a transaction. We strive to bring value to our client’s by creating a positive working relationship built on trust between all parties. 
Call Us (913) 980-5558

The TEC Report Podcast



 Tune into our TEC Report Podcast Youtube Channel to see one of our clients, Dr. Cynthia Classen, as she shares her experience working with Transitional Equity Consultants and how this relationship has allowed her to move on to the next chapter in her life.



Click Here to Watch Episode

Richard S. Mendelsohn, DPM  FACFAS

I want to thank Scott, Sonny and Stephanie  at Transitional Equity Consultants for the superb work in taking my practice to the next level. From start to the fabulous finish, it was a total hands on experience. Their combined effort to create a full picture of what I built over the past 34 years gave my practice the spark that attracted so many suitors, culminating in the sale to one of the largest and most successful Podiatry groups in the country. Their hands on work made the process flow effortlessly for me, their tough negations made the results even better and their  assistance in the final days of closing  took away a lot of my stress. I highly recommend TEC to any practitioner looking for the next step in their future.

Chris Poulin,
Sandhills Sports Performance

Listen to one of our most recent happy clients as he describes what it is like to work with Transitional Equity Consultants 

Rick Templeton,
Recently Sold His Company

Rick had a goal to find a buyer for his elevator service company so he could retire.   Listen in as he describes how Transitional Equity Consultants worked with several buyers and helped him through the due diligence phase to completion of the sale.  

How it works

  • 1. ENGAGEMENT

    • Success-based fee structure
    • Understand the owner's goals
    • Experienced industry team
    • Clear communication protocols

  • 2. BUSINESS REVIEW

    • Create a confidential blind summary
    • Recast financials to maximize profit
    • Identify growth opportunities
    • Assess marekt, competition and risk
    • Highlight key team strengths

  • 3. BUYER OUTREACH

    • Identify buyers aligned with client goals
    • Present the blind summary
    • Secure confidentiality agreements
    • Share detailed business information

  • 4. DEAL STRATEGY

    • Manage calls, meetings and follow-up
    • Evaluate proposed deal structures
    • Maximize value and align client goals
    • Reduce stress and resolve challenges
    • Negotiate the letter of intent

  • 5. CLOSING

    • Organize the due-diligence timeling
    • Coordinate site visits and milestones
    • Work with legal advisors
    • Suppor the client throughout
    • Celebrate a successful closing
Contact Us
(412) 368-2235

brads@transitionalequity.net