Elements That Differentiate ROI


ROI sold many businesses last year in the industry areas of services, manufacturing, distribution, professional practices, retail and hospitality.  2017 was characterized by a continued solid growth for many businesses. This improved performance, plus the pent up demand of Baby Boomers wanting to sell made 2017 another great year for our clients and for ROI. We experienced higher transaction values overall. Our industry, and most importantly, our clients saw improvement in value and a larger number of transactions.  We expect 2018 to continue to show solid financial results and a continued upswing in business sales. While there is some concern about when the economy may soften, 2018 continues to be a great time to sell a company.  ROI has been able to sell many businesses and to represent buyers and sellers successfully. Our average deal size continues to be well above industry average.  We succeed in putting deals together at the highest values for our sellers, because of the exclusive processes we utilize to market and drive value. The market continues to set the price of a company but ROI continues to run an exclusive process which brings the best buyers in the market to the bargaining table.

ROI operates two divisions to serve our clients; a “Main Street” group that services businesses with a value of under one million dollars and our ”Middle Market” or M&A Division which has the special services and knowledge required to service larger deals in the $2 million to $25 million plus range.  A review of the resumes of our team explains why ROI is able to deliver exceptional service across multiple industries. This range of experience allows ROI to be successful for our clients.


Most of ROI’s  business brokers and intermediaries have more than 20 years of business experience and every ROI intermediary takes part in continuing education in the areas of valuation, deal structure, financing and industry specific education. Our experience helps us to understand the challenges that confront our clients. While the majority of our work is still representing sellers, buyer representation continues to be a fast growing part of our business. We are also seeing more assignments in assisting owners in transitioning to key employees, management teams and family members. Our president is one of approximately 100 M&A professionals in the world  to hold  the Mergers and Acquisitions Master Intermediary (M&AMI) designation. This is awarded by the worlds largest M&A trade association for meeting education and completed transaction requirements, following peer review.


Even the best deals can grind to a halt if financing cannot be found and delivered on time. ROI has developed a list of banks and other lenders who are lending money at market rates, often in connection with SBA guarantees. As a result we were able to close deals other brokers may not have closed. In our experience, 2017 saw active lending by banks on 7A SBA loans.  In January of 2018, the SBA reduced the amount of required down payment to 10% and in some cases, even less! These are the loans that often finance new business acquisitions by individuals, with purchase prices up to about 6 million dollars.  We also saw an abundance of well funded Private Equity Groups, Family Offices and Private Investors looking to purchase companies as well. Because of our reputation, our phone rings daily with these groups looking for successful companies to acquire. We track what these groups are looking for and know which ones to contact for a particular industry. This sets us apart from our competition. There are more buyers than sellers in the marketplace in 2018.


ROI provides professional third party business valuations. Before we go to market with your business, you will have a good idea of what to expect for sales price and the ability to defend that asking price with a buyer. With that said, many companies are good candidates for acquisition by synergistic or strategic buyers. In these cases, we have no asking price but have the systems in place to push the market to the highest possible value.

ROI can assist in transferring your business to another family member, a trusted employee or a known buyer on a consulting basis. Most other brokers will not help in this process.

Whether buying or selling, you will be treated with respect, honesty, and the highest ethics. We return phone calls and e-mails. We are never to busy to provide good customer service.

After meeting, we will be happy to provide you with contact information to speak with some of our former clients. Most of our new clients come from referrals.