Mergers & Acquisitions Advisory Services

Navigating a business sale or acquisition is one of the most consequential decisions you'll ever make. Chelsis Financial provides expert M&A advisory services—from confidential valuation and deal structuring to buyer qualification and closing—ensuring you achieve the outcome you deserve. Whether you're planning a future exit or ready to transact now, we guide you every step of the way.

M&A advisors reviewing business valuation documents and deal terms at a conference table

Our Mergers & Acquisitions Advisory Services

Comprehensive M&A support from initial valuation through closing, tailored to your unique business and exit goals.

Business Valuation

Receive a complimentary, defensible assessment of your business's true market value. We analyze financial statements, industry benchmarks, and comparable sales to establish a fair and compelling asking price.

Sale Preparation

Maximize your business's value before going to market. We help reduce owner dependence, build management teams, and address the eight key value drivers that make your business more attractive to buyers.

Marketing & Deal Packaging

We develop a confidential marketing strategy tailored to your business, creating professional CIMs, teasers, and blind summaries promoted through curated buyer networks and industry channels.

Buyer Screening & Registry

Access our network of over 2,000 businesses and a curated Buyer Registry. We qualify prospective buyers against your criteria, ensuring only serious, capable candidates engage with your listing.

Transaction Negotiation

From representations and warranties to indemnification terms and deal structure, we advocate for your interests throughout negotiations—ensuring your priorities shape the final outcome.

Transaction Coordination

We manage the entire process from Letter of Intent to closing—coordinating attorneys, CPAs, lenders, and escrow agents to keep due diligence, financing, and documentation on track.

M&A advisor walking a business owner through a structured transaction process on a whiteboard

Our 6-Step M&A Advisory Process

Step 1: Confidential Business Assessment

We begin with a confidential consultation to understand your goals, timeline, and business overview. All interactions are held in strict confidence—there is no obligation and no cost for this initial assessment.

Step 2: Business Valuation & Pricing Strategy

Step 3: Sale Preparation & Value Optimization

Step 4: Confidential Marketing & Buyer Outreach

Step 5: Buyer Qualification & Negotiation

Step 6: Due Diligence & Closing Coordination

Trusted By Business Owners

Success Stories

See how Chelsis Financial has helped owners across industries achieve confident, confidential exits.

"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."

Peter Ben Bruner
Peter Ben Bruner

"Ross has been a pleasure to work with and is an expert on business acquisition and valuation."

Mary Jo Ernst-Diab
Mary Jo Ernst-Diab

"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."

Peter Ben Bruner
Peter Ben Bruner

"Ross has been a pleasure to work with and is an expert on business acquisition and valuation."

Mary Jo Ernst-Diab
Mary Jo Ernst-Diab

"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."

Peter Ben Bruner
Peter Ben Bruner

"Ross has been a pleasure to work with and is an expert on business acquisition and valuation."

Mary Jo Ernst-Diab
Mary Jo Ernst-Diab
The Chelsis Financial Difference

Why Choose Chelsis Financial?

We bring decades of experience, a broad buyer network, and an unwavering commitment to your best outcome.

Decades of Experience

Deep M&A expertise across industries—from dental practices to aerospace manufacturing—means we've seen it all.

Complimentary Valuation

We provide a no-cost, independently validated Assessment of Value so you enter the market with confidence and clarity.

Extensive Buyer Network

With connections to over 2,000 Midwest businesses and a growing Buyer Registry, we match you with serious, qualified buyers.

Strict Confidentiality

Every interaction, document, and negotiation is handled with absolute discretion—protecting your business, employees, and relationships.

Meet the Chelsis Financial Team

Experienced advisors dedicated to your confidential, successful business transition.

Chelsis Financial has built a trusted reputation for helping business owners across Indiana and the broader Midwest navigate ownership transitions with confidence and discretion. Rooted in the belief that every business owner deserves to realize the full value of what they've built, the firm combines deep financial expertise with a genuine commitment to client success. From initial valuation through closing day, Chelsis Financial assembles the right team of M&A professionals, attorneys, accountants, and wealth managers—tailoring every engagement to the unique goals of the owner. Whether you're planning a retirement exit or responding to an unexpected opportunity, our advisors bring decades of transaction experience across a wide range of industries to help you achieve the outcome you've worked so hard for.

2,000+ Buyer NetworkQualified buyers across Indiana and the Midwest
Full-Service AdvisoryEnd-to-end support from valuation to closing
Multi-Industry ExperienceTransactions spanning healthcare, manufacturing, tech, and more

Frequently Asked Questions

What is a typical advisory fee for an M&A deal?

M&A advisory fees typically range from 3% to 10% of the total transaction value, depending on the deal size and complexity. Smaller transactions under $5M often carry higher percentage fees, while larger deals may involve a stepped or Lehman-style fee structure. At Chelsis Financial, your initial valuation assessment is complimentary—contact us to discuss fee arrangements for your specific situation.

What is a typical sell-side M&A fee?

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What are the top advisory firms?

What are the 4 types of M&A?

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How long does the M&A process typically take?

What should I do to prepare my business for sale?

Still Have Questions About Selling Your Business?

Speak with an M&A advisor for a free, confidential consultation—no obligation.

Trusted & Experienced

Awards and Recognition

Chelsis Financial Complimentary Assessment of Value badge

Complimentary Valuation

No-cost business assessment for every client

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Confidential Advisory

Strict confidentiality maintained throughout every transaction

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Multi-Industry Experience

Proven track record across diverse industries and deal types

Ready to Explore Your Exit Options?

Complete the form below to schedule your confidential, no-obligation business assessment with a Chelsis Financial M&A advisor. All inquiries are held in strict confidence.

Contact Us Today

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