Approach
Protecting what you’ve built while planning what’s next
Regarding price, there are those in this field who will tell a potential seller anything they think they want to hear. This is where PGI’s integrity comes through. First, when a seller is referred, a complementary valuation is completed, and if a potential client’s expectations are above the market, then a plan to improve the business is developed, and the PGI team continues consulting until the financials and assets support the client’s expectations. Again, the reference letters tell it best.
PGI is in for the long term. One reference letter said we worked with them for 5 years and then had a successful sale.
For many business owners, the journey to a sale begins long before the market ever sees their company. PGI’s advisory services help owners prepare strategically — strengthening operations, improving profitability, and planning for succession. Whether the goal is to sell, stabilize, grow the business or simply explore options, our team provides the insight and discipline needed to move forward with clarity and confidence - because the right preparation today can define the success of tomorrow’s sale.
Advisory through every phase of ownership
Assess
Navigate
Gain a clear understanding of your company’s position through financial analysis, market insight, and operational review.
Plan
Transform
Develop actionable strategies that strengthen value, align transition leadership, and prepare the business for success and a lasting future.
Execute
Evolve
With multiple offers, navigate negotiations and transactions with a steady hand balancing performance objectives with the human side of transition for the right fit.
Transition
Sustain
Protect your people and customers, preserve your legacy, and move confidently into what’s next – your next chapter of life.
Seller-Side / Exit Planning Services
Positioning your company's true market potential for maximum value
Complementary Valuation
Prior to engaging, we provide a courtesy range of value so a client will have a feel for market value to see if their expectations are realistically in the market. If not, we proceed with ways to improve the business. As we receive multiple offers, they can have a wide range of value depending on if they are strategic or financial buyers like private equity groups. This is why we do not limit value with an asking price.
The Process
Create a position of strength – create a comprehensive 75 to 150 Confidential Information Memorandum (CIM) that enables the PGI team to speak with authority and knowledge of the company and gives potential buyers the data needed to be decisive and get multiple offers to the table at the same time.
Preparing the Client – Before going to market, PGI educates the client on all aspects of the potential transaction from rumor control, confidentiality, taking with buyers to the protocol to closing.
Making a market – PGI’s 10 phase marketing program reaches all corners of the market.
Confidentiality – Until a potential buyer is qualified and executes a nondisclosure agreement, no company identity, location or details are given.
Maximize price - We say, “one offer is no offer until you have made a market with multiple offers” and with PGI’s “Deal Point” process a limited auction is created to maximize the value, but in an ethical way so that everyone feels they were treated fairly.
Best Fit – For the right fit and for the benefit of the long-term employees and customers the highest price is not always taken.
Closing process – Once a buyer that is the best fit is selected and terms of sale are final, PGI becomes the Project Manager working with all parties to the transaction to expedite the time to closing, including weekly updates using the PGI’s “Road Map to Closing” process.
The Result
Our reference letters say it best
"We worked hard for many years to accomplish something that would be part of the community and our customers. And, that this would continue with the new owners. The manner in which you handled everything accomplished this for us."
God bless, Sincerely,
Marty & Dee
"We will now begin a new chapter in our lives with financial security we have worked so hard for and had always hoped to have."
Thank you and God bless,
AL & Bonnie
Business Valuation
Every good decision starts with knowing where you stand
PGI offers an experience-driven evaluation that reflects both performance and market reality. PGI's Opinion of Value or for a formal business valuation if needed, provides a defensible, data-informed perspective — helping owners make confident decisions about timing, strategy, and expectations for a potential sale. One of our team, Brent Freeman, CVA, Certified Valuator & Analyst, can provide valuations for the following needs:
Exit/succession planning
Mergers & Acquisitions
Buy-Sell Agreements
Shareholder Disputes
Martial Disillusionment
Buyer-Side Services
Every successful acquisition starts with a focused and qualified target list provided by PGI
Paid on Performance
Unlike many investment bankers, we make our living on the back end at closing when PGI has found our buy-side client a target company to acquire - no upfront retainers - it's a win-win process.
PGI supports acquirers who seek to expand their market — identifying opportunities that align with long-term strategy, cultural fit, and financial strength. Each buy-side engagement is guided by insight, integrity, and a commitment to building value that lasts.
Acquisition Strategy
Define acquisition goals, evaluate market landscapes, and identify targets that advance strategic and operational objectives.
Due Diligence & Valuation of Target Companies
Conduct rigorous financial and operational assessments to uncover risk, confirm value, and strengthen negotiation positions.
Negotiation & Structure
Facilitate clear, disciplined negotiations that optimize terms, protect relationships, and ensure seamless post-acquisition integration.
The Process
The Team - PGI has a three-person calling team that generates a focused target list, has a compelling calling style getting through gatekeepers, and then sends the leads to the Piper deal makers. The mailing is done with our logo and a first-class stamp separating PGI from Junk mail, marked Confidential to the owner of the business.
Don’t Waste Time - We spend no time with an owner who says, “anything is for sale for the right price.” Each side should feel that the deal will improve their position or it will never get to closing.
It Works - We found a company for a search client, and with our extremely focused and targeted strategic search list, we were able to find a perfect fit for our buy-side client on the first round of calling in about two weeks. In fact, the response was so good from the first week of calling that the second mailing was held up and ultimately not sent.
The Result
Our reference letters say it best
Target Seller:
"We receive solicitations all the time to "sell our business" and those have all gone directly into the trash; however, you approached us in a manner that induced us to look at your client and opportunity differently. Without your "special sauce" as you call it, I will guarantee you that your initial solicitation would have gone directly into the trash as well."
J. Bryan O'Doherty
Pinemeadow Group LLC
Buyer/Client:
"My rationale for using a merger and acquisition advisor to assist me in purchasing a business was the belief that you would speed up the process to less than a year. That came true since it took about two months to locate the business and a few more months to complete due diligence and close the transaction. In the back of my mind, I also felt that if you and I were working as a team, my purchase price would be less, even considering your fee. I also believe that is true."
Dean Stevenson
Distressed Guidance
Stabilizing challenges. Restoring opportunity
Turnaround Consultancy
Assessing viability, exploring options to find the best solution for your business
Bankruptcy Advisory
Providing objective insight and representation during Chapter 11 to provide a successful future
Stakeholder Negotiation
Representing owners in complex negotiations with lenders, creditors, and investors to realign capital structures and protect long-term enterprise value.