Our Services

Selling a business is one of the most consequential activities that an entrepreneur will ever undertake. It takes years to build a business, and entrepreneurs invest capital, time, blood, sweat, and tears. When it comes time to sell, experience can make a huge difference in the return that you get on your investments.

Our team has been involved with over 100 transactions, from small start-ups to multi-billion-dollar deals. LyteStream Advisors, LLC, brings big company M&A experience to the lower middle market, focusing on companies with enterprise values of $5 million to $100 million.

We begin with a comprehensive business evaluation, assessing the financial health, market position, and growth potential of your company. We give you an estimate of market value up front to ensure that your expectations are inline with market potential.

Selling a company is very different than selling a product or service. We understand buyers and what they want. We know how to put your best foot forward, telling your story in the best light to attract multiple bidders, higher valuations and advantageous deal terms.

Let us put our experience to work for you.

Buying a business is a big decision and it can be an expensive endeavor, however, in the right situation it can deliver great benefits, both for the acquirer and for the company acquired.

Buying the right products and services is a key part of the equation, but you must also consider their customers, their contracts, their culture and the complexities of their financial and operational structure. You also need to look at potential synergies that can reduce overall costs and improve customer benefit. And most importantly, are you paying the right price?

Having worked on over 100 transactions, we have had the opportunity to learn what works and what does not, what can be a great asset to acquire and what will be an albatross that will deliver nothing but heartache.

Let us put our experience to work for you.

In the life of every entrepreneur there comes a time when you are ready to turn over the keys to someone else, and in some cases that can be someone you already know: a family member, a partner, or a key manager on your team.

These transitions are not like impersonal sales where you try to find the highest bidder. You have a relationship with the buyer that is important to you. It needs to be a win-win, but you also need to protect your personal interests and ensure that you get a fair reward for your years of effort.

Often, it is easier to work with an intermediary, who can handle the difficult negotiation points allowing you to maintain a positive relationship with the buyer. Our team has decades of experience as intermediaries. We have experience in solving the problems which inevitably come up in these transitions.

Let us put our experience to work for you.

Every entrepreneur eventually wants to exit the business that they have built. Either they are ready to retire, have another idea that they need capital to finance, or just want to do something else. On the other hand, they sometimes have a specific number in mind that they need to get for the business.

We help entrepreneurs estimate the current value of their company and plot a course to achieve the value that they want when they exit. We do a deep dive to identify factors which help and hurt your valuation and identify strategies to maximize the positives and minimize the negatives. We also help you to define and optimize key performance indicators which buyers will focus on at time of sale.

Our exit planning engagements are done on a consulting basis, with nominal costs for you. After an initial assessment, we have check in meetings on a monthly or quarterly basis to support you in enhancing the overall value of your company.

Let us put our experience to work for you.

In every business there is point where you recognize the need to do something different, either to improve growth, reduce costs, or revamp the team. Sometimes it is difficult to make an objective decision on what to do because you are too close to the problem. That is where we come in.

Our team has decades of experience as change agents in large and small businesses. We have seen what worked and what didn’t in hundreds of companies. We do not have a political agenda or a personal stake in the outcome. We can give you an unbiased assessment and then help you chart a course to enact change.

Financial – Process inefficiencies and control gaps? Outgrown your financial reporting? Leaking profitability?

Operational – Processes broken? Teams not playing together nicely? Time to improve efficiency?

Integration – Trying to merge two organizations without breaking either one?

We work with you to detail the problem, outline solutions, and create an implementation plan. Then we work with you through implementation to ensure that you stay on track for success.

Let us put our experience to work for you.

Our team has decades of experience as business leaders. We are entrepreneurs, investors, board members, management consultants, and M&A experts. We have worked with hundreds of companies to solve thousands of problems.

Large companies use Boards of Directors for guidance on the most critical decisions. LyteStream Advisors delivers this same capability for smaller companies. Our team will act as a Board of Advisors, giving you the benefit of a Board of Directors, without giving up control or equity in your company.

This service starts with an initial assessment followed by quarterly or semi-annual Board Meetings with formal review of the company.

Between formal meetings, we act as on-call advisors for financial, operational, and business strategy.

Let us put our experience to work for you.