I engaged Bob Heffner and Alan Tronson, and their firm AdvantEdge Advisors, for Merger & Acquisition services in the spring of 2015. I owned a family of companies and had thought about selling them off independently as I neared retirement. Bob was able to show me the best value was a combined sale, due to the synergy of the companies. They prepared a detailed straight forward Confidential Business Review for presentation to the market. Most importantly, these guys did their homework in only approaching the most qualified buyers. Their efforts produced multiple interested parties and I enjoyed the benefit of having multiple offers. It came down to deciding the buyer that best represented their ability to continue with the values of our business. The process marched forward like clockwork, and in just over a year, our transaction was completed. Bob and Alan’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, CPSI
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