Experience That Counts!

Trade Winds Group specializes in the valuation of small privately-held businesses. We employ the highest standards of professional business valuation practices and procedures that when engaged, present USPAP compliant, certified valuations and appraisals for many purposes including, but not limited to the following; ownership transitions, shareholder disputes, divorce settlement, employee stock option plans, and gift and tax matters.

Our goal is to provide our clients with certified reports which take into consideration all relevant facts, supported by accurate data collection, comprehensive research, thorough analysis and timely delivery and presentation of the certified report.

Our valuation analysts and appraisers have over 50 years combined experience and have appraised over 1000 businesses. Senior staff members are recognized as leading experts in the field and often present business valuation related curriculum at national certification associations and at local colleges and universities.

Trade Winds Group Mergers & Acquisitions Advisors

Our affiliations with National and International Business Brokerage and Merger & Acquisition associations guarantee you that we adhere to the highest professional standards when helping you sell or buy a business. As a client, these networks enable the TWG M&A Advisors to provide you with access to the broadest number of qualified, potential buyers or sellers - something you just can't get with many neighborhood real estate and business sales firms. Instead of having access to your own local market, we expose you to worldwide opportunities.

If the buyer of your business is likely to be another company or a private equity group, then Trade Winds Group (TWG) can be of most help to you. Many of these buyers have people with significant experience acquiring privately-held companies such as yours. Having our M&A Advisors on your side helps steady the negotiating table and levels the playing field.

Two people are working on a paper with one hand and the other holding a pencil.

Private Equity Groups

TWG Advisors is focused on companies with EBITDA of over $500,000. Our M&A Advisors maintain contact with many private equity groups who have raised many millions of dollars from pension funds and institutional investors for the sole purpose of investing in privately-held businesses. In addition to looking for platform companies that fit their published investment strategies, they are also looking for add-on acquisitions for the companies already in their portfolio. While many of the private equity groups may have raised several hundred million in capital, some have raised billions and eclipse some “Fortune 500” companies in size.

Although many Private Equity Groups are primarily interested in purchasing 100% of companies, some also make recapitalization investments where the present owner sells only a portion of their stock and remains as top management of the company with a planned future retirement. This allows you to take some cash out of your business now and sell the balance of your ownership when you retire.