At Balfour Hamilton, our Business Transaction Advisory services are designed to support entrepreneurs, investors, and corporate leaders throughout the full lifecycle of a business deal. Whether you are planning to acquire, sell, merge, or expand a business, our experienced advisors provide the strategic insights, market intelligence, and deal execution expertise necessary to make informed and profitable decisions.
Balfour Hamilton is committed to providing tailored solutions backed by rigorous analysis, discretion, and a deep understanding of market data. Our Transaction Advisory team bridges the gap between strategy and execution, empowering our clients to move forward with confidence.
Confidentially represent owners in the sale of small,mid, large-sized businesses. Our brokers manage valuation, buyer vetting, negotiations, and deal closing—ensuring maximum value with minimum disruption.
From opportunity sourcing to final closing, we support buyers throughout the acquisition process, including business search, valuation, due diligence, and transaction structure.
Business valuation, confidential marketing, buyer screening, and deal negotiation to maximize exit value for owners and shareholders.
Independent valuations tailored for sales, partner exits, investment decisions, and internal planning.
Advisory for business owners ready to scale through franchising. Includes franchise model design, disclosure documents, and go-to-market support.
Assistance for buyers and sellers of existing franchise units. We work closely with franchisors and franchisees to ensure seamless transactions.
Access to trusted lending partners for SBA loans, working capital, acquisition funding, and franchise financing. Our advisors prepare loan packages, forecasts, and lender presentations.
Financial, operational, and compliance assessments to identify risks and validate business value during acquisition or sale.
Advisory for strategic mergers, industry roll-ups, or synergistic acquisitions. Includes target analysis, negotiation strategy, and post-transaction support.
Long-term planning to ensure a smooth and profitable transition—whether through internal succession, third-party sale, or recapitalization.
Balfour Hamilton LP
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The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual or Business situation. Some of this material was developed and produced by Balfour Hamilton LP to provide information on a topic that may be of interest. Balfour Hamilton LP is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
WEAlth Management services provided by our partner, Sovereign Wealth Management, LLC.
Sovereign Wealth Management, LLC is a registered investment adviser located in Virginia. Sovereign Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
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