Small Business M&A Advisors

We blend strategy, empathy, and expertise to guide owners through one of the most important financial — and personal — transitions of their lives.

Our Mission & Values

At Equity Shift Advisors, we help business owners define and execute successful transitions with fairness, clarity, and equity. Drawing on lived experience in a male-dominated field, our woman-led team guides owners through the complexity of mergers, acquisitions, and exits with compassion and integrity. By preparing owners well, we ensure smoother, cleaner deals that benefit both clients and their legal and financial advisors.

Our Advisory Services for Seamless Business Transitions

At Equity Shift Advisors, we provide specialized advisory services designed to support small business owners through business transitions. Our approach focuses on creating equitable and realistic deal structures that prioritize the needs of all parties involved, ensuring a smooth and successful transition.

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Business Transition Advisory
Guide your clients through complex business exits and mergers with clarity and fairness. We focus on realistic deal structures that prioritize equity and client needs.
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M&A Deal Structuring
Crafting equitable and sustainable M&A deals that align with your clients' long-term goals. Our expertise ensures fairness and clarity in every transaction.
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Succession Planning Support
We provide comprehensive support for succession planning, ensuring a smooth transfer of leadership and equity while maintaining business continuity.
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What Sets Equity Shift Advisors Apart From the Competition?

Equity Shift Advisors offers a fresh perspective in the M&A advisory landscape. We prioritize equity, fairness, and compassionate guidance, ensuring that your clients receive the best possible outcomes during business transitions. Our approach simplifies complex deals, making your work easier and more effective.

Client satisfaction rate, reflecting our commitment to exceptional service and positive outcomes for every client we serve.
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Years of combined experience in M&A advisory, providing deep expertise and a proven track record of success in the industry.
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What Our Clients Say

Discover how we’ve helped legal and financial professionals achieve fair and clear business transitions.

Working with Equity Shift Advisors transformed our approach to client exits. Their grounded, empathetic guidance made complex deals straightforward and fair, ensuring our clients' needs were prioritized every step of the way.
Jane Doe
Jane Doe
Senior CPA at Bright Financial, Bright Financial
 
Partnering with Equity Shift Advisors has been a game-changer. Their modern, professional perspective brought clarity to our client transactions, making the process smoother and more equitable for everyone involved.
John Smith
John Smith
Attorney at Law, Law & Justice LLP
 
The team at Equity Shift Advisors offers a fresh, trustworthy approach to business transitions. Their mindful and realistic advice helped us craft deals that are fair and beneficial for our clients, with a clear path forward.
Emily Carter
Emily Carter
Financial Planner, Carter Financial Planning
 

Contact Us

Reach out to discuss your business transition needs.