M&A Advisory for Business Owners Ready to Take the Next Step

Whether you're buying, selling, or planning your exit, our M&A team helps you navigate the complex world of business transitions with clarity and confidence. We combine tax strategy, financial planning, and real-world business experience to make sure every decision supports your long-term goals.

 

Support at Every Stage of the Deal

Our approach is hands-on. We help you:

  • Understand what your business is really worth

  • Structure deals that maximize after-tax proceeds

  • Find qualified buyers or acquisition targets

  • Negotiate favorable terms

  • Avoid hidden risks

Whether you’re selling your life’s work or buying to grow, we’re by your side from LOI to close—and beyond.

A Deal Team Built Around You

Unlike traditional brokers or banks, we look at your entire financial picture—not just the transaction. Our integrated team of tax experts, CPAs, and advisors helps ensure:

  • Smart deal structure

  • Personal and business tax efficiency

  • Wealth and estate planning alignment

We don’t just help you close the deal—we help you make the most of it.

Not Just a Sale—A Strategy

If you're selling, we’ll show you how to keep more of what you’ve built. If you're buying, we’ll help you avoid costly mistakes. No matter your goals, we tailor our strategy to your timeline, your financial picture, and your personal values.

Let’s build a plan that works now and sets you up for what’s next.

Industries We Serve

Technology & Software (SaaS, IT services, MSPs) E-commerce & Online Retail Media & Publishing

Telecommunications Education & EdTech Marketing & Advertising Agencies

Staffing & Recruiting Firms Professional Services (consulting, financial planning) Logistics & Warehousing

Automotive Sales & Services (dealerships, repair shops) Environmental Services Home Services

Childcare & Early Education Centers Education & EdTech Marketing & Advertising Agencies

Fitness & Wellness Utilities & Infrastructure Services Funeral Homes

Specialty Medical Practices Pet Care & Veterinary Services Architecture & Engineering

Construction & Real Estate Food & Agriculture Restaurants & Hospitality

Childcare & Early Education Centers Education & EdTech Marketing & Advertising Agencies

Manufacturing & Distribution Oil & Gas Healthcare

Retail Franchises Transportation

 

All investment-related advice and investment management is completed by Challenge Everything Financial LLC. Buffalo Run Accounting, LLC and Challenge Everything Financial LLC operate independently of one and other.