Instantly Discover Qualified Strategic Buyers for Free

Includes a detailed report of value ranges, drivers, and real comps

What The Advisory
Community Has To Say

Oliver Bogner is an Essential Services Rainmaker! He knows everyone in the sector.

Leader at Axial

Easy To Work With. Easy To Read CIMs. Best Written Materials In The Business.

Investor At, Alpine
Investors ($18B AUM)

The Advisory changed our lives by creating a bidding war for our business. They literally got us 12 offers within 4 weeks of signing an engagement letter.

Landscaping
Business Owner

The Advisory’s professionalism blew me away — Oliver and his team handheld me the entire process. They took my numbers, prepared updated financials, and wrote very impressive materials.

Pest Business Owner

The Advisory found a private equity buyer, willing to pay all cash, for my HVAC business in just 7 days—it was amazing.

HVAC Business Owner

I got calls from every major private equity firm. I hired The Advisory to ensure I sold to the right group for the best price. The offers I had were around 6x, The Advisory got me 10x.

Roofing Business Owner

Meet Our Past Clients

ACQUIRED is our video series profiling our amazing clients and their stories of entrepreneurship, hustle, and exit, in partnership with The Advisory Investment Bank.

Meet an M&A Advisor

Expert Guidance

End-to-end support from dedicated and licensed investment bankers with experience in your industry

Licensed by FINRA

Our investment bankers are legally licensed by FINRA

Engaged Buyers

High-intent private equity owned platform buyers only, we do not sell to SBA buyers

Cash Offers

Because we only sell businesses to private equity groups, offers are mostly full cash

The Advisory Advantage

Our technology enabled process ensures you have white glove service every step of the way. Investment Banking, Rebuilt for the Real World.

Understand your market value

Our M&A advisors will walk you through what your business is worth, backed by real data.

Identify motivated buyers

We will identify and engage hundreds of buyers with relevant operating or investing experience.

Onboard in minutes

Skip endless e-mail chains and upload documents in minutes using our secure portal.

Track deal progress

Stay up-to-date on buyer activity in real-time through our centralized deal workspace.

FAQ’s

Answers to frequently asked questions.

What is The Advisory?

The Advisory Investment Bank is a FINRA-licensed M&A firm specializing in essential services industries—including HVAC, plumbing, electrical, accounting and other real world businesses. We run a full-service, white-glove sell-side process designed to deliver top-tier terms and maximum valuation for founders. Backed by proprietary AI tools and a curated network of strategic and private equity buyers, we uncover every serious acquirer—so you never leave money on the table. We work for you, the business owner.

How does The Advisory find buyers?

We maintain detailed profiles on over 4,500 private equity firms and strategic acquirers actively investing in essential services across the U.S. Our proprietary AI platform analyzes each firm’s strategy, portfolio, acquisition history, behavior, and geographic focus to surface the most relevant, best-fit buyers for your business. On average, our process identifies 1,000+ qualified buyers per deal—far exceeding the reach of traditional M&A firms.

What kinds of businesses does The Advisory work with?

We partner with profitable, founder-led businesses across the essential services landscape—HVAC, plumbing, electrical, fire safety, landscaping, facility maintenance, accounting, and more. Our clients typically generate $2–100 million in annual revenue and have at least 5 years of operating history. If you’re an operator who’s built something in the real world, we’re built to help you sell it right.

How do The Advisory fees work?

We operate on a 100% success-based model—no retainers, no upfront fees, no surprises. You only pay us when your deal closes. It’s that simple. Our incentives are fully aligned with yours from day one.

How fast is the process?

Once materials are ready, our clients typically receive qualified offers within 30–45 days, thanks to our streamlined process and AI-driven buyer targeting. From accepted offer to closing, expect an additional 60–90 days for buyer diligence and quality of earnings review. In most cases, deals are completed in 90–120 days total.

Ready to unlock the full value of your business?

Speak with our M&A experts and take the first step toward a faster, more profitable exit.