Business Sales Brokers & Advisory Consulting Services

A business advisor, like those at Chelsis Financial, takes an ongoing, relationship-based role—guiding you through your sale from valuation to closing, representing your interests, and helping you make informed decisions at every stage. A consultant typically provides targeted, project-specific expertise (e.g., financial modeling or market research) without managing the broader transaction process or acting as your deal advocate.

We conduct a complimentary Assessment of Value that reviews your last three to four years of financial statements—including income statements, cash flow, balance sheets, and seller's discretionary earnings (SDE). We also factor in tangible asset values, market trends, comparable sales, and industry benchmarks to produce a defensible, realistic market valuation used for pricing and lender discussions.

Yes. Confidentiality is a core value at Chelsis Financial. All initial calls, assessments, and ongoing communications are held in strict confidence. Buyers sign non-disclosure agreements before receiving any identifying information about your business, and we use blind summaries and teasers in our marketing materials to protect your identity and business relationships until the appropriate time.

The timeline varies depending on business size, industry, deal complexity, and buyer financing. Most small to mid-market business sales take between six months and two years from engagement to closing. Proper preparation—including reducing owner dependence, strengthening financials, and having clean documentation—can significantly shorten this timeline and improve the final outcome.

We have experience facilitating transactions across a wide range of industries, including IT and managed services, fuel distribution, water purification manufacturing, residential and commercial windows, healthcare testing equipment, dental practices, cell tower services, motorsports dealerships, metal fabrication, home improvement, aerospace manufacturing, and retail businesses throughout Indiana, Michigan, and the Midwest.

Our sale preparation services help you maximize value before going to market. We advise on reducing owner dependence, building out your management team, introducing independent board oversight, and addressing the eight key value drivers that buyers scrutinize. For smaller businesses, we focus first on protecting customer relationships and improving sales performance—the areas that most directly impact your sale price.

We guide you through representations and warranties, indemnification clauses, deal structure options, and financing arrangements. We help you understand that valuation is just the starting point—the real exit outcome is defined by deal structure. We facilitate transparent communication between buyers and sellers so both sides can propose structures that align incentives and appropriately allocate risk.

We offer a complimentary, no-obligation Assessment of Value and an initial confidential consultation at no charge. This allows you to understand what your business is worth and what a sale process would look like before committing to anything. You can schedule directly through our Calendly link or by calling 866-842-5151 to speak with an advisor.