That philosophy became the foundation of Align Business Advisory Services, a boutique M&A advisory firm that operates with Wall Street rigor and Main Street heart. Since its founding, Align has been recognized as one of the fastest-growing companies in both Florida and the nation, a testament to Jalbert’s vision of pairing deep financial acumen with human-centered leadership. Selling your business is one of the most important decisions of your life, and your personal goals – for yourself, your family, and your people – set the course for the entire process. Align designs a customized, competitive sale process to find the ideal buyer and deliver the outcome you actually want, with over $3 billion in transactions and a near 100% close rate behind it. You’ll build trusted relationships with business owners and help them achieve life-changing outcomes through strategic M&A.

While success looks different for everyone, we strive to generate maximum value for businesses by identifying not just a good buyer or investor, but the best one. Beyond feeling pride from the business acquisition deals we’ve achieved, we find our satisfaction in knowing our clients’ needs and terms were aligned. Our transaction M&A team specializes in helping clients navigate their transitions with confidence. Headquartered in Winter Park, Florida, we provide business advisory services to lower-middle-market businesses. While other advisory firms often overlook companies with $5-100MM revenue, Align offers expert services to these companies to maximize their competitiveness and attain growth opportunities.

We work with your development team to understand your investment strategy, areas of focus, and detailed criteria, then source quality companies that may never enter a broad marketing process. The goal is the same as everything else we do – connecting quality companies with the right buyers. When we say we “bring Wall Street to Main Street”, we mean that we bring our public boardroom expertise into the founder and family boardroom and make it your advantage. At Align, we strive to ensure our clients achieve maximum value, optimal deal structures, and a seamless transaction process. Our deep expertise, strategic approach, and hands-on guidance set us apart in an increasingly competitive market.

Many of the entrepreneurs Align advises reinvest their proceeds locally, fueling new ventures, philanthropy, and jobs. The firm also devotes time to educational events and partnerships that equip business owners to make informed decisions long before they’re ready to sell. A well-run, advisor-led process typically takes 6-12 months from go-to-market to close. The fourteen steps above overlap in places – marketing continues while early meetings happen – and preparation before go-to-market can shorten the back half considerably. Align also works directly with its network of acquirers as a buyside representative.

As a small- or middle-market firm, you may not have access to professional bookkeepers and accountants – but we are here to help. Align offers fractional resources, such as temporary finance personnel, and will prepare your documents for audits. We will also evaluate the accuracy of your reports and ensure they comply with regulations. With experience across various industries, we offer expert insight into your market, identifying opportunities to increase profit margins and improve brand image. Align will also assess your business stability and compliance risk, pinpointing issues that hinder growth.

Have a confidential, no-pressure conversation with the Align team. Industry fluency, owner-first advice, and a process built to protect what you’ve built. Your restlessness and worry about the future won’t fade if you stay stagnant.

• These businesses demonstrate exceptional creativity and ingenuity in their approach to growth, highlighting their unique tactics and strategies in aspects like marketing, product innovation, and customer service.
• Implement ongoing monitoring, fine-tuning, and review of books, processes, and procedures.
• Align is headquartered in Winter Park, Florida, and serves business owners in all fifty states – with team members on the ground in major markets across the country, from Chicago and Houston to San Francisco and Boston.

Information is released in stages as buyers demonstrate seriousness, and your employees, customers, and competitors learn about the sale when you decide they should – not before. We represent your interests to ensure you get the best terms to fit your specific goals. That shows up in the outcome – like how your employees find out, how your earnout is structured, and which buyer actually fits the culture you built. Individual operators backed by investor capital, typically a full acquisition with seller financing and a defined transition period.

Our company values the input and participation of our clients, partners, and staff, who all have the ability to influence our programs and operations. We are committed to ending all forms of systemic discrimination and building an inclusive workplace where everyone feels respected, heard, valued, and supported. Although there are still improvements to be made in advancing diversity and inclusion, we are dedicated to investing in our company’s progress. Address and resolve identified bookkeeping gaps to keep your financial records up-to-date. Develop a bookkeeping plan, including customized processes and procedures. Buyers see a blind profile first and sign a non-disclosure agreement before learning your company’s identity.

From inception, to implementation, development & growth, to succession. Align Business Advisory Services uses 8 technology products and services including AdRoll, LinkedIn Ads, Microsoft Clarity, and more. Strategy, positioning, buyer competition, and deal management – from first analysis to funds wired. «One of the greatest joys of my job is going through the Inc. 5000 list,» says Mike Hofman, who recently joined Inc. as editor-in-chief. We tackle complex, high-impact deals that challenge your thinking and grow your expertise every day. Headquartered just outside sunny Orlando – with advisors where our clients are.

Most lower middle market B2B business services companies sell for roughly 5x to 8x adjusted EBITDA. Recurring-revenue, tech-enabled, and specialized platforms with strong management can command 8x to 10x or more, while commoditized or project-based models trade lower. Most private businesses trade on a multiple of adjusted EBITDA, and that multiple moves with your industry’s consolidation cycle, your revenue quality, and how well the business runs without you. With a focus on small and mid-sized businesses, the Align team is dedicated to empowering entrepreneurs and small business owners throughout the state through raising capital to grow and then successfully selling their company. Align was recognized for its more than 900% growth in revenue over the past three years as one of the preeminent M&A advisors to lower middle market companies and entrepreneurs. The firm’s team spans every major market region of the US and comprises seasoned CPAs, MBAs, corporate executives and financial professionals.

Recurring, contracted revenue with high retention is the single biggest driver. Customer diversification, low owner dependence, a capable management team, high gross margins, and a specialized or tech-enabled model all add to the multiple. Strong recurring revenue alone can add one to two turns of EBITDA. As a fellow small business owner, I understand how crucial it is to have reliable financial data. My team and I offer tailored accounting services that meet your specific needs. We are committed to growing with you and providing the financial insights you need to help your business thrive.

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I would be delighted to discuss your bookkeeping and accounting requirements with you. If you’re unsure whether your business fits, a short conversation will answer it – reach out and we’ll tell you straight. A defensible valuation range built from real transaction comparables in your industry, a review of your adjusted EBITDA and add-backs, and the specific levers that would raise your number before a sale. Valuation conversations are confidential and carry no obligation to sell. The industry pages reflect where we publish dedicated valuation and market guidance, not the limits of our practice. If you run an established, owner-led business in the lower middle market, we can likely help – and if we genuinely aren’t the right fit, we’ll tell you and point you toward someone who is.

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Competition is what moves price and terms; managing it without disrupting your business is the job. My love of small business and the ability to have a direct impact on the success of a company led me to start my own consulting firm specializing in service to professional services, retail, and wellness-based business owners. Bringing my 25 years of experience in accounting and financial management roles across a broad range of industries, my greatest joy as a business owner is helping you succeed in your business. What is your B2B services company worth, who’s buying, and how does a sale actually work? A plain-English guide from Align Business Advisory Services – the lower middle market M&A advisor for business owners in facilities, staffing, managed services, and outsourced professional services. We provide a suite of business advisory services to help our clients maximize the value of their enterprise.

Tell us why you joined the Florida Chamber and its Small Business Council and what you would say to other business leaders about the benefit and value of this council? Align’s mission is to foster the growth of small businesses through M&A. Billions of dollars are invested each year via M&A into Florida businesses, bringing jobs, growth, and development to our great state. For complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, location, and other criteria, go to /inc5000.

Usually acquire the full business to integrate it, with terms sometimes tied to retention and post-close performance. When Dena Jalbert left a career in accounting and corporate finance to launch her own advisory firm, she wasn’t chasing scale — she was solving a problem. Our management consulting team will compile data to evaluate business performance. We will then produce strategies for cost reduction, technological innovations, and adjustment of management regulations. Align will also ensure you are aware of dynamic consumer behaviors so you can better allocate your resources to meet any change. Overcoming internal management challenges can afford you a competitive edge.

We don’t chase huge enterprise companies or work with micro SMBs. We focus solely on growth entities and understand their unique challenges and opportunities to create value.We are your advocate and partner through a very complex and overwhelming process. Whether buying a business to fuel growth, raising growth capital to get to the next level, or selling a business and monetizing years of work, having the right advisor to support you is paramount. Since 2017, Align has guided lower-middle-market business owners from endings to new beginnings, facilitating over $3 billion in transaction volume across a wide range of industries.

Those relationships, Jalbert explains, keep the firm’s deal pipeline both active and diverse. But she is quick to emphasize that numbers alone don’t explain Align’s momentum. Align Business Advisory Services is a leading mergers and acquisitions (“M&A”) advisory firm serving small and mid-sized businesses.

We handle complex tax matters, tax preparation, tax planning, financial goal setting, resolution of tax issues, and consulting. It is our goal to build meaningful business relationships with all of our clients to serve them better. Align clients have all gone on to grow significantly, bringing thousands of jobs and tax dollars into the state. WINTER PARK, Fla., Aug. 13, 2024 /PRNewswire/ — Align Business Advisory www.x.com/CortessiaLtd Services, a leading lower middle market M&A advisory firm, has been named to Inc. Magazine’s 2024 Inc. 5000 List, which recognizes America’s fastest growing companies. We’re more than an M&A advisory firm – we’re a team of sharp, curious, and driven professionals who genuinely enjoy the work we do and the clients we serve.

All 5000 companies are featured on Inc.com starting Tuesday, August 13, and the top 500 appear in the new issue of Inc. magazine, available on newsstands beginning Tuesday, August 20. The Inc. 5000 class of 2024 represents companies that have driven rapid revenue growth while navigating inflationary pressure, the rising costs of capital, and seemingly intractable hiring challenges. Among this year’s top 500 companies, the average median three-year revenue growth rate is 1,637 percent. In all, this year’s Inc. 5000 companies have added 874,458 jobs to the economy over the past three years.

We know where you have been, and where you want to go, because we have been there ourselves. Our expertise and strategic approach will generate significant enterprise value for your business – and we bet our fees on it. The businesses featured on CO— are independent entities that provide information through self-submitted profiles. Inclusion does not constitute endorsement, approval, or certification by the U.S. The views, statements, and business practices of individual companies are solely those of the respective businesses and do not necessarily reflect the views or positions of the U.S. CO— Verified businesses are independent entities that provide information through self-submitted profiles.

We come from diverse backgrounds and reflect the clients we serve. Maintain the processes and procedures for your accounts outlined in the bookkeeping plan. Implement ongoing monitoring, fine-tuning, and review of books, processes, and procedures.

The CO—100 is the annual list of the 100 best and brightest small and mid-sized businesses in America. My role at Align Business Services is to make the staff efficient and effective, allowing them to serve our clients better. I’ve worked in the financial services industry for publicly traded companies for over 27 years, with areas of excellence in human resources, information technology, customer experience, and process improvement. I enjoy improving work processes, reducing expenses, and improving the customer experience. I am passionate about helping other business owners understand their businesses and use their financial information to make better business decisions.

We help owners of lower middle market businesses navigate one of the most important moments of their lives. Adapting to changing market trends is crucial to improving sales and maintaining customers. Additionally, innovation should always be supported by a detailed understanding of future goals and current performance issues that impede profitability.

Our team, including CPAs, MBAs, and (reformed) investment bankers, leverage our experience and our extensive network to maximize the value of your business. We pride ourselves on bringing Wall Street resources to the lower middle market. Align Business Advisory Services has been recognized as a Growth Accelerator in the CO—100. This category celebrates businesses that have used innovative and effective strategies to achieve business growth. These businesses demonstrate exceptional creativity and ingenuity in their approach to growth, highlighting their unique tactics and strategies in aspects like marketing, product innovation, and customer service.

Preparation can start well before that – owners who engage a year or two ahead of their target exit usually capture meaningfully better terms. The private equity group consolidating HVAC and the strategic acquirer rolling up med spas each speak their own language, and they negotiate hardest against sellers who don’t. They acquire platforms and bolt-ons, often buying a majority stake with owners rolling equity into future upside. An Align valuation gives you a defensible range built from real transaction comps, a clear-eyed view of your add-backs, and the specific levers that would move your number before a sale. Explore our business valuation services and M&A advisory practice, or browse the industry pages in the menu above for guidance written for your world. Align Advisory Services, LLC is a client-focused Advisory Firm that specializes in small & mid-size business consulting and tax.

Revenue locked into multi-year service agreements with high retention is far more valuable than one-off project work, because it carries forward after the sale. This is why facilities, managed services, and other contract-based models trade at the top of the range. Our team of accountants, bookkeepers, and business advisors have the accounting expertise you need, as well as an eye for process improvement.