From our central headquarters in Clanton serving Birmingham, Huntsville, Montgomery, Mobile, and every county statewide, Brad Owen and our M&A advisory practice represent owners of profitable commercial, industrial, mechanical, logistics, and multi-staff service companies through disciplined, strictly confidential exits.
“We never post your business name on public classified boards. Every buyer executes a binding Non-Disclosure Agreement and provides verifiable Proof of Funds before learning your identity.”
Your company name, exact location, staff, and vendor relationships remain strictly shielded until a vetted buyer signs our mutual NDA and passes liquidity screening.
We recast 3 years of tax returns and P&Ls to document owner compensation, discretionary add-backs, equipment capex, and true transferable cash flow.
Your Confidential Information Memorandum (CIM) is pre-underwritten for preferred SBA 7(a) acquisition lenders, regional competitors, and lower-middle-market funds.
We quarterback Letter of Intent terms, working-capital pegs, quality-of-earnings due diligence, lease assignments, and closing attorney coordination.
Publicly advertising an operating company invites competitor poaching, staff anxiety, and unqualified tire-kickers. Our 4-Gate institutional process protects your leverage from day one.
Selling a profitable construction, mechanical, manufacturing, logistics, or multi-staff service enterprise requires far more than posting a summary on a classified website. Most profitable Alabama companies minimize taxable income on federal returns—meaning a naive multiple of reported net income leaves hundreds of thousands or millions of dollars on the table.
We reconstruct 36 months of tax returns, general ledgers, equipment schedules, and owner add-backs into a defensible SDE/EBITDA valuation dossier pre-vetted for acquisition lenders.
We author a blind executive profile that markets your revenue scale, margin profile, and growth levers without revealing your company identity, street address, or personnel.
Every prospective individual acquirer, strategic competitor, or private equity group must execute a binding NDA and submit verified liquidity and operating credentials before receiving the CIM.
We negotiate Letter of Intent (LOI) structure, manage SBA 7(a) or senior bank underwriting, oversee CPA/legal diligence, and drive the transaction smoothly to wire funding.
We specialize in established, cash-flowing operating companies across Alabama where technical capabilities, fleet/equipment assets, and recurring commercial accounts drive premium buyer multiples.
SEC-01 · COMMERCIAL TRADES
Representing established general, civil, utility, roofing, and paving contractors across the I-65, I-20, and I-59 corridors with transferable backlogs, bonded project histories, and seasoned field superintendents.
SEC-02 · MECHANICAL FLEETS
High-demand institutional and regional roll-up representation for multi-truck residential and commercial mechanical service operators with recurring maintenance agreements and master qualifier continuity.
SEC-03 · MANUFACTURING & CNC
Confidential exit structuring for Huntsville aerospace/defense suppliers, Birmingham metal fabricators, automotive tier vendors, and industrial machine shops with specialized equipment and long-term OEM accounts.
SEC-04 · FREIGHT & DISTRIBUTION
Valuation and buyer matching for dedicated contract carriers, industrial wholesalers, and Port of Mobile / I-65 distribution operators with clean fleet maintenance ledgers and assignable warehouse leases.
SEC-05 · B2B COMMERCIAL SERVICES
Sell-side representation for multi-crew commercial landscaping, janitorial, environmental compliance, security, and recurring B2B outsourcing companies with contracted monthly billing.
SEC-06 · ESTABLISHED MULTI-STAFF
Discreet ownership transitions for entrenched regional supply houses, specialty dealerships, and manager-run multi-location businesses separating operating enterprise value from underlying real estate.
Select an earnings scale below to see how forensic financial recasting bridges the gap between tax-return net income and true market enterprise value.
| Normalization Line Item | Treatment | Illustrative Impact |
|---|---|---|
| Reported Federal Tax Return Net Profit | Baseline Schedule C / 1120S / 1065 | $340,000 |
| Owner W-2 Officer Compensation & Payroll Taxes | Full SDE Add-Back / Normalized GM Adjustment | +$210,000 |
| Non-Cash Depreciation, Section 179 & Amortization | Restored to Operating Cash Flow | +$95,000 |
| Owner Vehicle, Health, Travel & Discretionary Perks | Documented Non-Operating Add-Backs | +$62,000 |
| One-Time Equipment Expensing, Legal or Non-Recurring Costs | Normalized Historical Run-Rate | +$43,000 |
| Normalized Recast SDE | Underwritten Cash Flow Basis | $750,000 |
Typical Capital Stack:
75% SBA 7(a) / Conventional Debt · 15% Buyer Equity · 10% Performance Note
We represent business owners across every major commercial corridor in Alabama, pairing local market familiarity with national buyer reach.
I-65 & I-20 HUB
Middle-market industrial fabrication, commercial trades, wholesale distribution, and multi-staff B2B enterprises across Jefferson and Shelby Counties.
DEFENSE & TECH CORRIDOR
Precision CNC machining, engineering support, defense/aerospace subcontractors, and commercial mechanical contractors in North Alabama.
RIVER REGION
Automotive supply-chain vendors, civil & municipal contractors, regional fleet logistics, and established multi-unit service operators.
PORT & GULF COAST
Port of Mobile maritime logistics, heavy industrial maintenance, coastal commercial construction, and fast-growing Baldwin County service fleets.
CENTRAL HEADQUARTERS
Headquartered at 312 6th Street in Clanton—positioned at the geographic heart of Alabama for discreet, face-to-face owner advisory across all 67 counties.
Direct answers on confidentiality, valuation recasting, buyer financing, and engagement structure.
We market your company exclusively through a blind Executive Summary that omits your business name, exact city/street address, and recognizable customer details. Prospective buyers must execute a legally binding Non-Disclosure Agreement and provide verifiable Proof of Funds before we release your Confidential Information Memorandum (CIM).
Our initial confidential valuation and recasting consultation is complimentary and carries zero obligation to list. We review your past 3 years of tax returns, P&L statements, equipment schedules, and owner add-backs so you know your true market value before making any decision.
A properly packaged lower-middle-market or established Main Street transaction typically requires 4 to 8 months from initial financial recasting and CIM creation through buyer selection, Letter of Intent (LOI), lender underwriting, due diligence, and escrow closing.
We structure transactions to match your wealth goals: you may either sell the commercial real estate alongside the operating business to the acquirer (often financed together via a 25-year blended SBA 7(a) or 504 structure) or retain the property and execute a long-term triple-net (NNN) lease with the new owner.