“Our firm has worked with Al Statz and his firm on many transactions. We appreciate Al’s knowledge and professionalism, and his thorough and conscientious nature. Al diligently drives the process and skillfully represents his client's interests, and when problems occur he is adept at working out practical and creative solutions. I enthusiastically recommend Al Statz to anyone looking to sell or acquire a business.” – William H. Dunn, Esq.




Client Referrals

Eventually every business owner decides to exit their business. At that moment, when all the time, money and energy they've invested hang in the balance, they often turn to you, a trusted advisor, to recommend an M&A advisor to give them sound advice and skillfully represent them in the selling process. The best compliment we can receive is a referral from you at this critical juncture in your client’s life.

We enjoy working with business owners and their tax, legal and financial advisors well in advance of a sale, to increase value and marketability. Early guidance is often critical to a successful exit. We will meet with you and/or your client, at no cost or obligation. And, of course, anything we discuss will remain confidential.

We offer referral fees, if your profession allows you to accept one, and we strive to lead the exchange of referrals.

Feel free to contact us to get acquainted and join our professional referral network.