Mergers & Acquisitions Advisors

Contact Us

Use the contact form below to contact us. You can also call our offices directly:

Missoula Office – (406) 327-9696

Spokane Office – (509) 570-7437


"I first began working with Bob Heffner when I was attempting to purchase an oilfield service company in northeast Montana. . .Bob got my deal closed at a time when the SBA was approving less than 15% of the deals presented and banks were approving even less. If you have identified a business and you are ready to act, you will need and want Bob Heffner in your corner representing your interests."

Bart Horner, Northern Oilfield Services, Inc.

"I found Alan to be quite knowledgeable about the host of issues required to bring a deal to completion. He made convincing arguments about the value of a prospective acquisition, mediated delicate issues effectively and came up with creative structural advice for me as an absentee owner to team up with key management."

Darrin Erdahl, Erdahl Holdings

"AdvantEdge Advisor's knowledge, advice, and commitment to helping me achieve my desired goals were exemplary. Results exceeded expectations, with the final price coming in 32% above the highest end of the range predicted by our business valuation report. I highly recommend Bob Heffner and the AdvantEdge team if you are considering a business sale or acquisition in your future."

John Dwyer, Computer Power and Service, Inc.

"Not only is he patient, diligent and refined, Alan is also an excellent communicator who is highly capable of managing the transactional intricacies that arose with a multifaceted international buyer."

Dennis Carver, Carver Engineering

"Your experience and advice were invaluable and have allowed the merged organization to realize new opportunities almost immediately."

Kelly Nurse, Valley Electrical Contracting, Inc.

"Your approach to marketing the businesses and negotiation for the best price possible were solid and we feel certain that your help allowed us to realize almost 30% more from the sale than we would have if we’d followed the suggestions of our accountant and simply set a price."

Dave & Suzanne Peterson, Quality Supply

"Not only does its principal Alan Tronson conduct business with high integrity and acumen, he understands deeply today's competitive market environment and how to position a company to sell at the best price."

David L. Goetz, President ~ CZ Marketing

"Stringliner Company retained Robert Heffner to sell our company in February of 2013.  [Bob] sold the company within 1 year of the contract, at the expected price plus an additional “earn out” to be paid in each of the next two years.  We would like to commend him for his expertise in getting the job done.  He was invaluable when it came to working with the buyer of our company.  He was concise, patient, and professional and he certainly worked hard for us in the many dealings that go with the sale of a company."

Wesley F. Black, Stringliner Company

"I sold my business through the services of Alan Tronson and his firm. I had tried to sell it myself for quite some time without success. Alan provided outstanding financial analysis and prepared excellent marketing materials."

David L. Johnson, Johnson Fabrication

Offices in Missoula and Spokane

Serving the Intermountain Northwest

AdvantEdge Advisors has locations in Spokane, Washington and Missoula, Montana. We serve companies in the Pacific and Intermountain Northwest, representing area clients to buyers and sellers nationwide and internationally. Our core service territory includes the states of Washington, Idaho, Montana, North Dakota and South Dakota.

Cities where we’ve closed transactions and are well-established with both buyers and sellers include (among others): Seattle, Everett and Spokane, Washington; Boise and Couer d’Alene, Idaho; Missoula, Kalispell, Bozeman, Great Falls and Billings, Montana; Williston, Minot and Dickinson, North Dakota; and Rapid City, South Dakota.

Scott Lester

Scott’s deep experience as a dealmaker, as well as extensive background in marketing and business development, allows him to help round out the team’s ability to drive valuation via buyer competition. Scott’s has a breadth of experience as an entrepreneur and business owner, as well as in the corporate environment.

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Robert Heffner

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 Montana Department of Commerce), commercial banker, and acquisition finance consultant.

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Alan Tronson

Leading the organization, Alan Tronson, has advised companies to successfully acquire and enhance value for over 30 years including a long tenure as a CPA in public practice. He has helped hundreds of businesses with their transactional needs and exit strategy planning.

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