I want to thank you for the great job you did in selling my family's company. As you know, I went into this knowing very little about the process and it has been amazing to see all there is to selling a business.

Edward Kirik, President
Syntex Rubber Corporation
Thank you for helping me with the sale of my insurance agency. As you know, this was my first insurance agency that I started, and have built up over the past nine years.

Steve Hunt, President
Hunt Agency, Inc.
I want to thank you for your services in selling my business. As you know, it was relatively easy for you to identify the "right" buyer who was willing to pay the most for the business.

Joseph Hebert, President
Gazette Printing Company, Inc.
I would recommend Touchstone Advisors to anyone wishing to buy or sell a business. After discussing my needs and requirements, they explained exactly what they would do to sell my business.

William Russell, President
Mediquip, Inc.
You were practical and perceptive in assessing the merits of our partnership profile for, as it were publication and distribution to potential purchasers.

Dan Russell, Partner
Russell & Dawson Architecture & Engineering
Never having sold a business before, your attention to detail sure came in handy, not to mention the environmental problems no one could have foreseen. You steered us through every problem with ease and always made sure it was solved and corrected.

Nancy Sears, President
Best Buy Oil Co., Inc.
Touchstone Advisors helped us to purchase our second business. Without your help, I am sure that the sale would have never gone through. With Touchstone's guidance and suggestions we were able to come to a place that benefited both the seller and ourselves.

Paula Goodwin, Vice President
Abbey Printing Co.
Thank you for your work with us on acquiring the Hunt Agency. From our initial conversations and meetings, you have been a true professional to work with. We are very excited to have Steve Hunt as a producer, and look forward to developing a long term relationship with Steve.

Joe Dendas, Vice President
The Pawson Group
It was a true pleasure working with the professionals at Touchstone Advisors, LLC. From the very beginning you were responsive, accessible and honorable . . . we look forward to working with you in the future.

Robert R. Bouvier, President
Bouvier Beckwith & Lennox, Inc.

Complimentary Services:

Resources and information on transferring or acquiring a business.

Marketplace Position and Business Valuation


Touchstone's marketplace report and business valuation is unique to your own company. They provide private and family businesses the same strategic planning tools that public companies expect—and private businesses deserve.


A marketplace report and business valuation provides:


A customized business valuation provides important information about your own business, and the market data you need to know if you're considering a business transfer:  


Strategic Planning Tool


  • Understand how to build VALUE in addition to profit
  • Benchmark your business practices compared with those of others in your industry
  • Identify opportunities for improvement

Description of Ideal Buyer/Investor


  • Understand the different buyers in today's marketplace, what they will pay and why
  • Preserve confidentiality and value by limiting marketplace exposures
  • Only "right buyers" who pay "right prices" need be introduced to your company

Fair Cash Value


  • Understand how asset values, cash flows, bank financing, and business environment combine to produce a cash price
  • Provide a basis for consideration of seller participation in financing a transaction

Fair Market Value


  • Compare cash price with a price where seller provides some financing
  • Make an informed decision to participate based upon amount involved and quality of the buyer

Independent Business Valuation


  • To remove any possible bias, you receive an independent, no conflict of interest, valuation of your business specifically for business listing and sale
  • Three approaches and seven different valuation methodologies employed
  • We contract with highly rated, ASA-accredited appraisal firms to provide this independent valuation of your business

Transaction Structuring

It's not what you get but what you get to keep that's important. We identify the structure best suited to minimizing tax impact:

  • Learn how a "structured sale" provides the tax savings of an installment sale without the risk
  • Structure the transaction so the business will stay sold
  • Construct a win/win transaction

Here are the benefits of these reports for a business owner: 

With a Touchstone Advisors "Marketplace Position and Summary of Values" report for your business you will know how to:


  • Gain control of your company's value
  • Build value in addition to earning profits
  • Make decisions designed to increase value as well as profits
  • Understand when to sell your business for the most money, quickly and quietly, when the time comes
  • Get a view of your business from the outside in
  • Understand factors that drive your company's value
  • Control and grow your company's worth while increasing profits
  • Structure a transaction that increases value, minimizes taxes and risks

A business valuation is often used for mergers and acquisitions because much of the "due diligence" necessary for the acquisition of a company is accomplished in the process of valuation.

Reports summarize the results of a comprehensive business and financial analysis, including:


  • Financial statement and balance sheet adjustments;
  • Projections, ratio analysis;
  • Risk analysis;
  • Bankability analysis;
  • Justification of purchase price;
  • Probable transaction structure; and
  • Comparison with industry.

If you'd like to discuss your long-range plan for your company,

contact us by phone for a confidential consultation:  860.253.9087