CII Advisors

10/12/2026

09/23/2026

Even the simplest deals have complex components.

Dave came to CII Advisors with three separate corporations all tied to his main business. A straightforward approach might have meant structuring a standard sale.

Instead, CII found a structure where all three companies were bought out and rolled into a single new entity, with Dave retaining equity going forward.

He walked away with immediate value and a stake in what came next.
In his words: "I didn't even know this was possible."

If your situation doesn't fit a simple sale, that's often exactly when experienced advisory matters most.

09/16/2026

Selling a business feels a lot like sending a kid off to college.

For most owners, the sale of a company built over ten or twenty years carries as much weight as any personal milestone.

But here's what often gets missed: selling doesn't mean the relationship with the business is over. It means the relationship changes.

For owners who roll equity into the next chapter, that connection can continue in a different form, sometimes with less day-to-day weight and more upside down the road.

Retirement doesn't sit well with everyone either. What happens Monday morning after the close is worth thinking through before signing anything, not after.

We focus on preparing owners for the transition, not just the transaction, including what staying connected to the business could look like going forward.

09/11/2026

🇺🇸Never forget 🇺🇸
🇺🇸 . God bless America.

09/10/2026

A distinction held by no one else in the industry.

Neither of them is the type to bring this up themselves, so the team will!

They're the only father-son duo to both chair the International Business Brokers Association, an achievement earned over decades and two generations of closed deals.

It's not just a headline, it's a reflection of a family that spent their career doing the work quietly and doing it well!

09/07/2026

Happy Labor Day! Today we congratulate all the hard-working entrepreneurs & professionals on your continuous efforts & achievements.

09/04/2026

What actually makes a home services business sellable.

Buyers evaluating HVAC, roofing, plumbing, and pest control companies aren't just looking at revenue.
They're looking at how the business would run without the current owner in it.

Recurring and contract-based revenue is the first signal.
Service agreements, maintenance contracts, and repeat commercial accounts tell a buyer the revenue doesn't disappear the moment ownership changes.

Operational systems matter just as much.
If dispatching, scheduling, and customer management are documented and run by the team rather than the owner's memory, buyers can see the business working on day one after closing.

Technician turnover is a valuation risk few owners think about until it's too late.
A stable, trained crew with a documented performance history reads as a premium asset in this industry.

And clean financials tie it all together.
Personal expenses running through the business are common in this space, but a skilled advisor knows how to document add-backs so buyers see the real earning power behind the numbers.

The cleaner the books, the higher the multiple.

08/26/2026

Twenty-five years to build it.
Ninety days to protect it.

There's a strange pattern in M&A that catches even seasoned owners off guard.
The years spent building a business get treated with total discipline.
The final stretch before selling it often doesn't.

Burnout sets in.
Owners take the first offer just to be done.
They skip the prep work that due diligence requires because they're mentally already done with it.
Every one of those shortcuts quietly costs money, often more than the owner realizes until it's too late to renegotiate.

A few months of intentional preparation before going to market can be worth years of what was actually built.
The exit deserves the same discipline as everything that led to it.

08/20/2026

Before you accept the first offer on your business, read this.

Here's something buyers don't advertise:
Their opening number is almost never their real number.

1.
That first offer that lands in your inbox isn't a compliment on your business.
It's a test to see what you'll accept.
Owners who sign it as is rarely find out what was actually on the table.
Owners who push back almost always close higher.

2.
Then comes the letter of intent, which feels routine but quietly locks in the terms that shape everything after it.
Most of the real negotiation happens here, long before an attorney ever reviews a page.

3.
After that, due diligence turns into a search for reasons to lower your price.
Anything undocumented or unclear becomes leverage.

4.
And through all of it, the buyer's team has done this dozens of times.
If your side of the table is an attorney who's never run an M&A deal, that's not a fair fight.

A 30-minute conversation before you sign anything could change how this entire deal ends! 📞

08/17/2026

One buyer negotiates.
Multiple buyers compete.

There's a quiet difference between selling to the first offer and selling into a room where buyers know they're not the only ones bidding.

One buyer sets the terms because they can.
There's no pressure, no urgency, no reason to sweeten the deal.
Bring a second qualified buyer into the picture and the entire dynamic flips.
Offers improve.
Timelines shrink.
Buyers start selling themselves on why they deserve the deal.

That competitive tension doesn't happen by accident.
It's built through structured outreach and timing long before a single offer hits the table.