Keystone has one of the largest M&A databases containing thousands of private equity firms, family offices, strategic buyers, high net worth individuals, lenders and other M&A professionals

Our Emphasis;
“Maintaining strict confidentiality”

Our business transaction CPA is a nationally recognized expert for structuring complex M&A transactions

Our Commitment;
“Maximizing the transaction value for our clients”

Keystone’s M&A process is designed to sell your business to the buyer of your choice on the highest price and terms attainable in the marketplace

Our Guiding Principle;
“Maintaining integrity throughout the M&A process”

Keystone conducts extensive pro-active market research to uncover the best strategic buyers

The Keystone Difference;
“Experienced team, Extensive resources, Exceptional results”

Keystone prepares a detailed Confidential Information Memorandum to highlight your business in the best possible manner

The business is often a business owner’s most valuable asset, with Keystone’s experience you are assured the entire process is handled professionally from start to finish

Let Keystone carry the transaction burden so you remain focused on running the business

Keystone provides their clients with vast resources

Keystone has the experience to navigate the obstacles in selling your business

Keystone can prevent unexpected twists and turns from derailing your deal

Summary of Services

Keystone Partners, LLC is a full service M&A advisory firm. Highlighted below is the array of services we can provide for our clients:

  • We offer a no obligation Marketability Assessment of your business. We start with a thorough understanding of your business including; knowledge of the products, services, workforce, business outlook, industry, trends, customer base, marketing methods, strategic advantages & opportunities, weaknesses, and a detailed review of the financial statements.

  • We prepare a professional marketing & information package (called a Confidential Business Review or Deal Book) on the business and a comprehensive marketing strategy for selling the business.

  • We secure signed Confidentiality Agreements from interested parties and strive to maintain a high level of confidentiality throughout the sale process.

  • We screen interested parties for financial capability, seriousness, and motives. For some prospects this may include; obtaining a Buyer Profile Questionnaire, resume, personal financial statement, and evidence of financial capability.

  • We recast the financial statements to show the total cash flow (adjusted EBITDA or "new profit") available to the prospective purchaser.

  • We help identify the valuation range for the business in the current M&A marketplace.

  • We provide feedback and ideas on how to finance and structure the sale by working with lenders, private equity groups, financial and legal advisers.

  • We help the buyer obtain acquisition financing (including SBA loans) when necessary.

  • We follow up with interested prospects and facilitate the flow of requested information to keep things on track and to sustain the deal momentum.

  • We provide the seller with timely updates on the status of interested parties and report the valuable feedback received during our marketing efforts and interaction with interested prospects.

  • We are experienced and skillful negotiators and strive to obtain the maximum price, terms, and deal structure for our client.