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Browse our Case Studies

Following are case studies of some of our engagements. We hope this will help you to understand our role and methods better.
Wood Products / Manufacturing
Manufacturing Company Partnership Buyout

The owner of a long-established manufacturing company in Central Massachusetts was planning his retirement and wanted to transition the business to his key employee. Both parties needed an independent, professionally prepared valuation to establish a fair purchase price for the buyout.

$2.5 Million
Masssachusetts
Internal - Key Employee
Business Appraisal for Partnership Buyout
Home Healthcare
Home Healthcare Franchise Sold with Full Client Continuity

The owner of a Home Health Care franchise in Massachusetts wanted to retire and needed the right successor to continue the agency’s high standard of care. We managed the confidential sale, coordinated franchisor approval, and found an individual operator who retained all active clients through the transition.

$800,000
Massachusetts
Individual
Full Sell-Side Representation
Moving & Rigging
105-Year-Old Moving & Rigging Company Sold to ETA Buyer

After a century in business, the third owners of this New England moving and rigging company were ready to retire. Diversified Business Advisors managed a confidential sale process, developed a full CIM, and ran a targeted outreach to ~50 potential acquirers — resulting in a strategic buyer and a clean exit for both owners.

$7.5M
New England
ETA Searchers
Full Sell-Side Representation