Buy-side and Sell-side Transaction Services

Business Valuations 


Making the decision to buy or sell a business should not be done without a valuation estimate.  We have a highly qualified team of valuation professionals with many years of experience, skilled in valuation analysis for complex transactions and extraordinary situations. We understand the importance of the valuation services we provide.  We know that a valuation analysis is part of the bigger picture, with a great deal at stake. 

We have extensive experience in a wide variety of business valuation assignments.  Our firm has been retained to provide valuation opinions for many purposes, such as mergers and acquisitions, intangible asset appraisals, business entity transfers, sale of a minority interest, divestitures, estate planning, etc.  We complete in-depth business valuations, using relevant market data and state-of-the-art valuation techniques.  In addition, we monitor statutory authority, administrative rulings and judicial precedent to ensure the valuation complies with regulatory and professional standards. We offer business valuations to clients who are interested in learning the fair market value of their business.


Our approach includes: 

  • Preparing a strategic acquisition plan and developing the acquisition criteria 
  • Conducting searches for potential acquisition targets
  • Coordinating and facilitating communications, meetings, and visits with potential acquisition targets. We ensure the confidentiality of our client’s business by requiring each potential seller to execute a confidentiality and nondisclosure agreement. 
  • We carefully work with potential sellers to ensure our client’s goals and objectives for price and terms are met.
  • Assisting in the negotiation, structuring and closing of a transaction to achieve the maximum value for our clients.

Representation of Sellers


Deciding to sell a company is one of the most important and difficult decisions a business owner or manager will make, yet few owners or managers have the time, experience and resources needed to handle such a transaction effectively.  Midwest Financial Service can provide the counsel and expertise to successfully complete the transaction.

We assist clients, who want to sell their firm or division, in exploring strategic alternatives and determining the fair market value of their business.  Our efforts on behalf of sellers are conducted to protect the confidentiality of the sale process, while structuring a transaction that satisfies the seller’s pricing expectations and transfer of ownership objectives. 

We work with our clients to identify acquisition targets and help them complete the purchase. 
We help entrepreneurs as they explore exit strategies, finding a strategic buyer or a private equity firm to maximize value.

Our financial expertise, objective advice, and unrelenting focus on providing exceptional service have earned Midwest Financial - M&A  a solid reputation.  We develop close-working partnerships with clients, looking beyond the transaction at hand.  At every step of the way, we are actively involved.


Representation of Buyers

We have helped our clients with their long-term growth strategy through acquisitions. Through our vast network we pre-screen potential sellers to evaluate market pricing or the likelihood of completing the acquisition.

We are skilled at handling complex transactions and special situations. When an owner or senior manager contemplates selling a company or divesting a division we can help maximize value.  Our process and philosophy is based on integrity, confidentiality, and thoroughness.  We assist a firm in obtaining the highest price and structuring the transaction to maximize financial objectives.  


Our approach includes:
  • Completing a professional business valuation of the company, its divisions or product lines to determine the fair market value and market potential
  •  Preparing a detailed, confidential offering memorandum that includes the company's history, past historical financial results, financial performance ratios and projected future economic earnings forecast
  •  Coordinating and facilitating communications, meetings, and visits with qualified buyers 
  •  Ensuring the confidentiality of our seller client’s business by requiring each potential buyer to execute a confidentiality and nondisclosure agreement
  • Maintaining confidentiality throughout the process and ensuring a positive result
  • Assisting in the negotiation, structuring and closing of a transaction to achieve the maximum value for our clients