M&A Advisory Services in Michigan

A business is typically ready to sell when it operates with reduced owner dependence, has documented financials for at least three years, and demonstrates consistent revenue. Chelsis Financial offers a complimentary confidential assessment to evaluate your readiness, identify gaps, and outline steps to maximize value before you go to market — often well in advance of your target timeline.

A CIM is a detailed, professional document prepared for qualified buyers that outlines your business's financials, operations, growth opportunities, and strategic positioning. It is shared only after buyers sign an NDA. A well-crafted CIM positions your business favorably, justifies your asking price, and accelerates buyer interest — making it one of the most important marketing tools in any M&A transaction.

Most business sales take between six to twelve months from the initial valuation to closing, depending on business complexity, deal structure, and buyer financing. Preparation work done in advance — such as reducing owner dependence and clean financial documentation — can meaningfully shorten the timeline. Chelsis Financial manages the process proactively to avoid delays.

We conduct a comprehensive Assessment of Value that reviews three to four years of income statements, cash flow statements, balance sheets, and seller's discretionary earnings. We also benchmark against industry comparables and factor in tangible assets, customer concentration, growth potential, and market conditions to arrive at a defensible, market-tested asking price.

No. Chelsis Financial maintains strict confidentiality throughout every stage of the process. Business listings are structured as blind summaries, and buyers must execute a Non-Disclosure Agreement before receiving any identifying information. Our entire process is designed to protect your employees, customer relationships, and business reputation until you choose to disclose.

Deal structure defines the real financial outcome of your exit — covering payment timing, earn-outs, seller financing, representations and warranties, and indemnification obligations. Two deals with identical valuations can produce dramatically different outcomes based on their structure. Chelsis Financial helps you evaluate every term so you understand exactly what you are agreeing to before you sign.

Chelsis Financial has facilitated transactions across a wide range of industries, including fuel distribution, water purification manufacturing, healthcare testing equipment, IT and computer network services, dental practices, auto service businesses, metal fabrication, aerospace manufacturing, motorsports dealerships, home improvement, and retail businesses — spanning both Michigan and the broader Midwest region.

The initial confidential consultation and complimentary Assessment of Value are provided at no charge. Chelsis Financial's advisory fees are transaction-based, meaning compensation is tied to successfully closing a deal — aligning our interests directly with yours. Specific fee structures are discussed during your initial consultation. There are no upfront costs to begin the valuation and assessment process.