What types of businesses does Verity Capital Advisors work with?

We work with small and lower middle market businesses with annual revenues between $750,000 and $20 million. This includes founders, family business owners, and business brokers across a wide range of industries.

What is the Essentials Business Valuation Report?

The Essentials Business Valuation Report is a credible, professionally prepared valuation designed for small businesses with annual revenue under $750,000 — and available for companies with up to $2 million in annual sales. It is ideal for business owners and brokers who need a defensible valuation rather than a generic, computer-generated report.

How is your valuation different from an online valuation tool?

Unlike online tools that generate automated estimates from formulas, our valuations are prepared by experienced advisors who analyze your specific financial performance, industry dynamics, and market conditions. The result is a credible, written report you can use with buyers, attorneys, CPAs, and lenders.

Is my inquiry confidential?

Absolutely. All inquiries and engagements are treated with strict confidentiality. We never share your information with employees, customers, competitors, or any third party without your explicit consent.

How long does the M&A advisory process typically take?

The timeline varies based on your business, goals, and market conditions. A full transaction process — from preparation through closing — typically takes six to twelve months. We will give you a realistic timeline after an initial consultation.

Do you work with business brokers?

Yes. We provide credible valuation reports for business brokers who need professional, defensible valuations for their listings. Our Essentials Report is specifically designed to meet this need.

M&A Advisory & Business Valuation

Your Business Is Worth
More Than You Think

Professional valuations and M&A advisory for small and lower middle market owners — so you exit on your terms, not theirs.

Request a Consultation See How We Work

Confidential Process $750K – $20M Revenue Owner-Focused Advisory

Who We Are

The advisor you wish you had
when you started.

Most business owners spend decades building something extraordinary — then discover at the exit that they had no idea what it was worth, or how to capture that value.

Verity Capital Advisors was founded to fix that. We combine credible, professional valuations with hands-on M&A advisory, so owners of small and lower middle market businesses — those with $750K to $20M in annual revenue — get an honest number and a trusted partner at the table when it matters most.

We are not a volume-driven brokerage. We do not generate computer reports. Every engagement is handled with the rigor and discretion you would expect from your most trusted professional advisor.

Verity — from the Latin veritas, truth. That is the standard we hold ourselves to, and what we deliver to every owner we advise.

Revenue Range Served

$750K–$20M

Annual revenue — the segment most advisors ignore, and the one we specialize in.

Our Promise

A credible, defensible valuation — never a generic algorithm. And if you choose to sell, a transaction process run with your interests at the center.

Who We Work With

Founders and family-business owners preparing to sell or transition — and the brokers and advisors who need credible valuation reports for their clients.

What We Do

Services

Two focused disciplines. Each built for owners at a specific moment in their business journey — from knowing the number to crossing the finish line.

Business Valuation

A professional, defensible valuation report — not a computer algorithm. We analyze your financials, industry position, and market conditions to deliver a credible number you can stand behind, whether for a sale, estate planning, partner buyout, or simply knowing where you stand.

Essentials Report Full Valuation Broker Reports

M&A Advisory

Hands-on transaction advisory for owners preparing to sell. We manage the full process — confidential marketing, buyer qualification, negotiation strategy, due diligence coordination, and closing — so you remain focused on running your business while we maximize your outcome.

Deal Structuring Buyer Sourcing Negotiation

Exit Planning

Not every owner is ready to sell today — but every owner should understand their options. We help you build a roadmap: value enhancement strategies, timing considerations, successor identification, and a clear picture of what a future transaction could look like.

Value Enhancement Succession Readiness

Essentials Valuation Report

Designed for small businesses with annual revenue under $750K — available for companies up to $2M. A credible, professional report for owners and brokers who need an honest number without a full advisory engagement. Not a computer-generated estimate.

Under $750K Revenue Broker-Ready Fixed Fee

After thirty years building this company, I needed someone who would tell me the truth — not just what I wanted to hear. That is exactly what we got.

Business owner, manufacturing sector — exit completed 2023

The difference

Our clients are not numbers in a pipeline. Each engagement gets our full attention — because for the owner, this is a once-in-a-career event.

Confidentiality

Every inquiry and engagement is handled with strict confidentiality. Employees, customers, and competitors never need to know.

The Lower Middle Market

200K+

Small businesses sold each year in the US

78%

Of owners have no formal exit plan in place

Typical difference between an unadvised and advised exit

The lower middle market is the most underserved segment in business transactions. Most large advisory firms ignore it. Most brokers are too transactional to add real value.

That is the gap Verity Capital Advisors fills. Institutional-quality advisory for owners who deserve better than a generic broker.

How We Work

A process built for trust, not speed.

Every engagement follows the same principled sequence — because precision and transparency at each stage is what makes the difference at the closing table.

Confidential Consultation

We begin with an honest conversation about your business, your goals, and your timeline. No pressure. No pitch. Just a clear picture of whether and how we can help.

Valuation & Analysis

We conduct a thorough review of your financials, operations, and market position, then deliver a credible, written valuation report — one you can use with buyers, attorneys, and CPAs.

Market Preparation

For M&A engagements, we prepare a Confidential Information Memorandum (CIM) and identify the right universe of buyers — strategic acquirers, private equity groups, and qualified individuals — before anything leaves our office.

Negotiation & Closing

We manage offers, negotiate terms, coordinate due diligence, and work alongside your attorney and CPA through closing — staying at the table until your transaction is complete.

Start Here

Not ready to sell? Start with the valuation.

The Essentials Business Valuation Report gives business owners and brokers a credible, professionally prepared valuation for companies under $750K in annual revenue — available for companies up to $2M in sales.

Know your number before you need it.

Learn about the Essentials Report

Strict confidentiality maintained throughout every engagement

No pressure, no obligation at the initial consultation

Valuations written by advisors, not generated by software

Get Started

Know what
you've built.

Whether you are two years from an exit or considering a sale today, the first step is the same: an honest conversation. Tell us about your business and we will tell you what we can do.

Confidential

All inquiries are treated with strict confidentiality. We never share your information.

No Obligation

The initial consultation is exploratory. There is no pressure and no commitment required.

Response Time

We respond to every inquiry within one business day.