For M&A attorneys, business brokers and sell-side advisors, CPAs, wealth advisors, and lenders. We get your client deal-ready so your transaction, loan, or sale actually closes, and you keep the relationship.
A client who's a few years from a transition, owner-dependent, or not deal-ready.
We get the numbers clean and the business running without the owner, on a real timeline.
When it's time to transact, finance, or plan the estate, the client goes to you, ready.
We're not brokers or investment bankers. We don't run sales or take a transaction fee. We get the business ready and hand it to you, or work alongside the advisor your client already has. We make you look good and make your deal easier to close.
A client who closes instead of stalling in diligence. We get the numbers clean and the owner out of every decision before your transaction, loan, or sale is on the table.
A business a buyer's bank will actually finance. We close the gap between what the owner earns and what a buyer's review will credit.
A partner who never competes for your fee. We're not brokers or investment bankers. We work alongside you, and the relationship stays yours.
M&A attorneys and brokers. CPAs and accountants. Wealth advisors and financial planners. Commercial and SBA lenders, including our warm partner Merchants Bank of Indiana.
Have a client who's a few years from a transition, owner-dependent, or not yet deal-ready? Reach out directly. No formal process. No paperwork. Just a conversation about how we get your client ready and how we can work together.
Jared Luegers, CFA
Founder & Operating Partner
317.820.2468
jared@limestonesp.com