Selling or acquiring a business is one of the most consequential financial decisions you'll ever make. Chelsis Financial delivers defensible, data-driven business valuations that anchor successful M&A transactions—helping you negotiate from strength, structure deals intelligently, and walk away with the outcome your years of hard work deserve.
From initial valuation through closing, we provide every service needed to execute a confident, successful business transaction.
Receive a complimentary, comprehensive Assessment of Value grounded in financial statements, industry benchmarks, market trends, and comparable sales—giving you a defensible asking price that holds up through buyer scrutiny and lender review.
Navigate complex transactions with an experienced advisory team covering deal structure, terms, risk allocation, and representation. We help you understand whether offers are fair and how industry-specific factors shape your true exit outcome.
Get expert guidance through every negotiation touchpoint—representations, warranties, indemnification, and deal structure—so you fully understand what you're agreeing to and can protect your priorities from LOI to closing.
Maximize your valuation before going to market. We help you reduce owner dependence, build out management teams, and address the eight key value drivers that buyers and investors scrutinize most during due diligence.
We qualify prospective buyers against your business profile and financial requirements, ensuring only serious, capable acquirers enter the process—protecting your time, confidentiality, and negotiating position.
We manage the entire transaction from Letter of Intent to closing, coordinating attorneys, CPAs, lenders, and escrow agents to keep due diligence, financing, and documentation on schedule and on track.
We begin with a strictly confidential consultation—available by appointment—to understand your business, your goals, and your timeline. All calls and interactions are held in confidence from the very first conversation, ensuring no market signals reach competitors or employees prematurely.
See how Chelsis Financial has helped owners across Indiana and the Midwest achieve confident, confidential exits.
"Ross has been a pleasure to work with and is an expert on business acquisition and valuation."
"Very much enjoyed my introductory discussion with Ross at Chelsis Financial. Ross was extremely forthright and candid, while providing beneficial information while demonstrating a singular expertise in Acquisitional Entrepreneurship. I highly recommend this firm."
"Ross has been a pleasure to work with and is an expert on business acquisition and valuation."
"Very much enjoyed my introductory discussion with Ross at Chelsis Financial. Ross was extremely forthright and candid, while providing beneficial information while demonstrating a singular expertise in Acquisitional Entrepreneurship. I highly recommend this firm."
"Ross has been a pleasure to work with and is an expert on business acquisition and valuation."
"Very much enjoyed my introductory discussion with Ross at Chelsis Financial. Ross was extremely forthright and candid, while providing beneficial information while demonstrating a singular expertise in Acquisitional Entrepreneurship. I highly recommend this firm."
We combine decades of transaction experience with an unwavering commitment to confidentiality, fair pricing, and outcomes that align with your life goals.
Our independently validated asking prices are built on rigorous financial analysis, not guesswork—giving you leverage in every negotiation.
Every interaction is held in strict confidence, protecting your business, employees, and competitive position throughout the entire sale process.
With connections to over 2,000 businesses across Indiana and Michigan, we match you with qualified, motivated buyers already active in your region.
From valuation and preparation through negotiation and closing, we assemble and coordinate your complete deal team so no detail is overlooked.
Experienced advisors dedicated to confidential, successful business transitions.
Chelsis Financial has built a trusted reputation across Indiana and the broader Midwest by helping business owners navigate one of the most consequential decisions of their lives: transitioning ownership with confidence, clarity, and discretion. Rooted in a mission to empower clients to realize their life aspirations, the firm has grown to offer a comprehensive suite of services—from complimentary valuations and sale preparation to full M&A advisory and transaction coordination. Whether you're serving Indianapolis's thriving mid-market or a niche manufacturer elsewhere in the region, Chelsis Financial brings decades of experience, an independently validated valuation methodology, and a network of over 2,000 Midwest business connections to every engagement. Core values of confidentiality, integrity, and client success guide every transaction.
A business valuation for M&A typically analyzes three to four years of financial statements—including income statements, cash flow reports, balance sheets, and seller's discretionary earnings (SDE)—alongside tangible asset inventories, industry benchmarks, comparable sales data, and growth potential. The result is a defensible market value figure that supports pricing decisions and lender discussions throughout the transaction process.
Speak with a Chelsis Financial advisor for a free, confidential consultation tailored to your situation.
Long-standing expertise in business sales and transitions.
Strict confidentiality maintained throughout every engagement.
Asking prices backed by independent financial validation.
Complete the form below and a Chelsis Financial advisor will reach out to schedule your complimentary, no-obligation Assessment of Value. All inquiries are held in strict confidence.
For immediate assistance, feel free to give us a direct call at +1 866-842-5151 You can also send us a quick email at
For immediate assistance, feel free to give us a direct call at +1 866-842-5151 You can also send us a quick email at