Business Owners & Founders
M&A Advisory, Strategic Planning, and Independent Valuation for Founders and Owners of Closely Held Businesses
For most business owners, a sale or ownership transition represents one of the most significant financial decisions they will ever make. Houlihan Capital works with founders and owners of closely held businesses to navigate these decisions with experienced, senior-level advisory support, from pre-sale planning through transaction execution.
We also provide independent business valuations for a broad range of purposes: estate planning, succession planning, tax compliance, and strategic decision-making, giving owners a clear, credible view of what their business is worth at every stage.
Clients Served
Valuation Opinions Delivered
Valuation Projects
What We Do
How We Support Business Owners & Founders
Sell-Side Advisory
Full-process sell-side representation from preparation and positioning through buyer identification, negotiation, and close. Structured around your objectives and timeline.
Buy-Side Advisory
Acquisition advisory for owners growing through acquisition, covering target identification and outreach, valuation, diligence coordination, negotiation, and close, with financing structured alongside the transaction.
Strategic Advisory
Valuation analysis, financial modeling, and growth advisory for owners evaluating strategic options, planning for succession, or building toward a future transaction, addressing the factors that drive value well before a formal sale process begins.
Capital Advisory
Growth financing, acquisition financing, and dividend recapitalizations for owners seeking institutional capital to fund growth or create partial liquidity while maintaining operational control.
Business Valuation & Planning
Independent enterprise valuations providing a clear, credible view of what your business is worth. For strategic planning, succession, tax compliance, or as preparation for a future sale.
Tax Compliance Valuations
Independent valuations for estate and gift tax, succession planning, buy-sell agreements, and other tax-driven valuation requirements, documented to support IRS scrutiny.
Why Houlihan Capital
The Responsiveness of a Small Firm. The Capabilities of a Larger One.
Houlihan Capital combines senior-level advisory with a tailored approach that puts your objectives, not ours, at the center of every engagement.
Tailored to Every Client
Many of our clients have a unique story to tell. We structure a tailored approach to assist each owner in achieving their strategic, financial, and risk-management objectives. No two engagements look the same.
Long-Term Partners
We serve as long-term partners to our clients, not just transaction advisors. Many owners engage Houlihan Capital years before a transaction to build value and plan effectively for an eventual exit.
Senior-Led, Start to Finish
Our professionals serve as an extension of your management team, providing specialized advisory support from years of hands-on experience while you stay focused on running your business.
Strategic Insights
Guidance for Business Owners Planning a Transaction or Transition
Thinking about a sale or transition?
Speak with an advisor about your specific situation.