- Which M&A services do you offer to Portland and SW Washington owners?
- Four: sell-side M&A advisory for owners selling a privately held company, buy-side advisory for strategics and family offices making acquisitions, market-based business valuation, and exit planning for owners 12 to 36 months away from a sale. All four are delivered through ACT Capital Advisors, and you work directly with me.
- What size companies do you work with?
- Lower and lower-middle-market companies, generally $2M to $100M in enterprise value, across technology and IT services, construction and specialty trades, manufacturing, roofing, and business services. Owner-operated and founder-led businesses are the core of the practice.
- How is a valuation different from a broker's opinion of value?
- A valuation here is grounded in recent comparable transactions and current buyer appetite, and it is delivered as a range of expected outcomes with the specific drivers and detractors that move your number — not a single figure designed to win a listing. It is confidential and carries no obligation to sell.
- Do I have to sell to work with you on exit planning?
- No. Exit planning is a standalone engagement: a readiness assessment across financial, operational, and commercial areas, a prioritized list of value-creating moves, and quarterly check-ins as your sale window approaches. If and when you decide to go to market, it becomes a warm handoff into a sell-side process.
- Will a sale process stay confidential?
- Yes. Buyers see a blind profile first, sign a non-disclosure agreement before receiving anything identifying, and are screened for financial capability before meeting your management team. Nothing about your company is publicly listed.
- Where do you provide these services?
- Greater Portland, Oregon — including Beaverton, Hillsboro, Lake Oswego, Tigard, Tualatin, and Oregon City — plus Southwest Washington: Vancouver, Camas, Washougal, and Ridgefield.