Industry: Specialty Trade Contracting
Location: Midwest, USA
Time on Market: 6 months
Time from LOI to Closing: 3 months
Buyer Vetting Process: 38 total inquiries received, with only 9 highly qualified buyers granted access to the CIM, minimizing exposure for the seller.

Background

With over 50 years in business, this specialty trade contracting company had built a strong reputation in the Midwest, serving general contractors across multiple states. The owner, ready to transition into retirement, sought a buyer who would not only continue the company’s legacy but also uphold its commitment to quality and customer service.

Challenges

• Minimizing Market Exposure: The seller wanted a discreet process to protect employees, customers, and business continuity.

• Finding the Right Buyer: Given the specialized nature of the business, it was critical to identify a buyer with the right operational and management experience.

• Maintaining Momentum: Ensuring the company remained stable during the sale process without disruption to operations.

Our Approach

• Targeted Buyer Outreach: Through our rigorous vetting process, we identified and engaged only the most qualified buyers, granting access to the CIM to just nine highly vetted individuals.

• Strategic Positioning: We highlighted the business’s competitive advantages, including its dominant market position, loyal customer base, and long-standing supplier relationships.

• Streamlined Due Diligence: Our team facilitated a structured and efficient diligence process, ensuring both buyer and seller stayed aligned through closing.

Results

• Successful Sale & Smooth Transition: The business was acquired by a motivated young couple eager to build on its strong foundation.

• Seller Achieved Retirement Goal: The previous owner is now enjoying well-earned time with family, knowing the business is in good hands.

• Efficient Process: From listing to closing, the entire process took just six months, demonstrating the effectiveness of our structured approach.

Conclusion

This transaction exemplifies our expertise in navigating the sale of specialized businesses while ensuring a seamless transition for both buyers and sellers. If you’re considering an exit, INIX Consulting & Brokerage is here to help you achieve a successful outcome.