Business owner reviewing strategic options

ForOwnersPreparingforanExit

Confidential, expert-led guidance that helps you protect value, control the process, and achieve the outcome you want. Navigate the sale of your business with confidence.

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Years Experience
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In Transactions
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Completed Deals
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Nationwide
Overview

Navigate the Sale of Your Business With Confidence

Selling a mid market business is a significant financial decision that requires clarity, confidentiality, and an advisor who knows how to protect value. Whether you are exploring a full sale, recapitalization, management transition, or succession plan, we help you understand valuation, market conditions, and the options that align with your goals.

At Werner Partners, proven advisors lead every engagement from first conversation through closing, providing disciplined guidance and targeted buyer access.

Our Approach

Why Owners Trust Werner Partners

Proven advisors lead every engagement from first conversation through closing.

Advisor Attention at Every Step
Senior-Led

Advisor Attention at Every Step

You work directly with experienced M&A advisors, not junior staff. We guide you through each key decision and keep you in control.

Clear Valuation & Market Insight

Clear Valuation & Market Insight

Confidential, Targeted Outreach

Confidential, Targeted Outreach

Protection of Value & Legacy

Protection of Value & Legacy

Our Support

What We Help Owners Navigate

Selling your company is not a template process. We support you through the decisions that matter most.

Valuation & Deal Structure

Understand realistic valuation ranges and how deals are typically structured.

Buyer Readiness

Prepare your business and materials for thorough buyer review.

Buyer Identification

Identify and qualify strategic acquirers and financial sponsors.

Competitive Dynamics

Build competitive interest to strengthen pricing and terms.

Confidentiality Management

Protect sensitive information throughout the sale process.

Buyer Communication

Handle outreach, questions, and ongoing buyer engagement.

Operational Stability

Maintain business performance and stability during the transaction.

Negotiation Support

Negotiate price, structure, and key protections effectively.

Diligence & Closing

Coordinate due diligence and support a smooth closing process.

Exit Options

A Sale Designed Around Your Goals

Every owner considers a sale for different reasons. We structure the process around what matters most to you.

Full Exit

Maximize value and transition out of the business with clarity and confidence.

Partial Sale or Recapitalization

Gain liquidity, bring in a capital partner, or take chips off the table while remaining involved.

Succession or Management Transition

Support the next generation or an internal leadership team through a value-focused transition.

Sale to a Strategic Buyer

Identify buyers who align with your vision, your culture, and the future you want for your team.

Our Process

A Senior-Led Process Built to Protect Value

Our structured approach guides you from initial conversation through closing.

Define your goals, valuation expectations, timing, and concerns.

Founders Preparing
for a Sale
Family Owned Businesses
Planning Succession
Multi-Location
Operators
Industrial &
Manufacturing Companies
Healthcare &
Technology Businesses
Owners Seeking
Recapitalization
Companies Preparing for
Private Equity Interest
01
Founder-Led

Founders Preparingfor a Sale

Entrepreneurs who have built their businesses from the ground up and are ready to explore liquidity options while protecting what they've created.

Track Record

Results for Mid Market Owners

Representative engagements demonstrating the outcomes we help clients achieve across industries and transaction types.

01

IT Services & Cloud Security

Advised on the acquisition of cloud-security and compliance automation capabilities, strengthening managed services for regulated enterprises.

02

Industrial Distribution & MRO

Supported the acquisition of specialized industrial distribution capabilities, expanding integrated solutions for manufacturing clients.

03

Engineered Components & Manufacturing

Advised on transactions involving custom-engineered rubber and industrial components for OEM and specialty applications.

04

Safety Equipment & Compliance

Guided platform investments in mission-critical safety equipment and contamination-control supplies for regulated environments.

05

Precision Sensors & Motion Technology

Advised on the acquisition of advanced sensing technologies for aerospace, defense, and industrial OEM applications.

06

Residential HVAC & Home Services

Supported add-on acquisitions expanding HVAC, plumbing, and energy-efficiency capabilities across regional markets.

07

Industrial Maintenance & Field Services

Advised on platform investments in millwrighting, mechanical services, and mission-critical facility support.

08

Healthcare Technology & Remote Monitoring

Guided investments in advanced remote cardiac monitoring and medical device platforms for improved patient outcomes.

Professional consultation meeting
Background Paths
Start the Conversation

Ready to Talk About Your Next Move?

Whether you are considering a sale now or simply exploring your options, a direct, confidential conversation with an expert M&A advisor is the best place to start.

Related Services

Explore Related Services

Learn how our advisory services can support your goals.

Seller Due Care

Sell-Side M&A Advisory

Full-scope transaction support for owners pursuing a sale—from preparation through closing—with discretion, precision, and senior-level attention.

Learn More

Strategic Advisory

Strategic Advisory & Valuation

Independent insight for owners evaluating their next decision. Realistic valuation ranges, exit readiness assessments, and strategic scenario planning.

Learn More