About AdvantEdge Advisors
AdvantEdge Advisors is driven by exceeding our client’s expectations. We come to the relationship prepared to work hard, knowledgeable of current trends in the market, and dedicated to every step of the process.
While selling a business can be daunting, we alleviate client anxiety by handling transactions with professionalism. That means we always honor commitments and the client’s needs while maintaining the highest level of confidentiality and integrity.
These core values are the cornerstone of AdvantEdge Advisors and critical to the success of every transaction.
While the M&A transaction is complicated and can take months to finalize (or even years in some rare cases), it is critical that AdvantEdge Advisors and the client function as partners in the process. AdvantEdge Advisors does the hard work of research and analysis, ensuring the most qualified and best-fit buyers are targeted and that your company is showcased in its best light.
However, we also include the client at every step. This means we educate the client on the M&A process; evaluate the the entirety of the client’s business and provide strategies and insight on the best options for its sale; clarify client aspirations and expectations; and, keep the client informed throughout each stage of the process. Armed with up-to-date information, the client stays in charge when critical decisions must be made.
Alan Tronson, Founder & President
Bob Heffner, Managing Director
Robert Heffner’s expertise as a senior M&A Advisor builds on his extensive and varied experience as a business owner (in building construction and in retail foods), economic development chief (at the State of Montana Department of Commerce), commercial banker, and acquisition finance consultant.
At the Commerce Department, Bob started Montana’s Presidential Award-winning Microbusiness Finance Program, and supervised the state’s foreign trade offices and Small Business Development Centers. In 14 years managing a multi-state territory for national lenders such as AT&T Capital, he financed growth opportunities for hundreds of companies, specializing in senior debt for business acquisitions. In over 6 years as an independent finance consultant, and advisor for an M&A firm focused on oilfield service companies, Bob gained special expertise in sales and mergers of industrial and energy-related firms. He joined AdvantEdge in 2014.
With degrees in economics and architecture/urban planning, Bob is a Certified Merger and Acquisition Advisor (CMAA), and a Certified Business Intermediary (CBI).
Scott Lester, Managing Director
In his career Scott has an extensive track record in executing strategic initiatives for his clients, employers and in his own ventures. He’s developed and helped execute sales and business development plans, completed numerous highly-complex strategic sales, partnerships and transactions – including successfully negotiating the acquisitions of both early-stage-high-growth and legacy businesses. Finally, in his own ventures, he’s gained the experience and understanding of what it takes to successfully build enterprises from the ground up. Scott has a consistent track-record of helping bring about exceptional outcomes for his clients, employers and in his own ventures.
Tanny Plemmons, Client Project Manager
Tanny joined AdvantEdge Advisors in 2009. Initially hired as an administrative assistant, she was quickly promoted to Marketing Coordinator and now serves as Client Project Manager – also supporting the firm’s principals, managing day-to-day operations, and involved in nearly every aspect of client engagements. Arranging initial client meetings, researching the universe of prospective private equity and corporate buyers, preparing marketing materials, coordinating buyer site visits, and managing the seller’s data room throughout the due diligence and closing process, Tanny keeps the wheels turning at every stage of our advisory engagements.
Leigh Paffhausen, Financial Analyst
Before entering commercial finance, Leigh volunteered with the Western Montana Chapter for Prevention of Elder Abuse; taught English as a Foreign Language for a year in Sicily; and served as an External Relations Coordinator for the School of Business Administration at the University of Oregon. She received her B.S. in Sociology at Oregon in 1999, and her MBA from the University of Montana in 2008.