Business Owners

Exit Planning & the Sales Process

Over our extensive experience serving business owners transition to their next phase in life, we have incorporated a suite of complementary and interconnected offerings into our processes with the intent of enabling these business owners find the right buyer & owner to take their company to the next level in year to come.

Our principles

The Core Tenets

The core tenets of our belief and value system have served us for decades and are rooted in our systems and processes today. Every explorer needs a map, and every business needs values.

— Explore

Owners are always telling us that our firm and process are different.

"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."

Whether it be our fee structure, our services, or our dedication to our clients, we understand business owners and have tailored the right solution for you.

1. Complimentary Valuation

Before you sell a house, you probably want to know what it's worth. Before selling your business, you should want the same. So why should you have to pay for it? That doesn't seem fair to us. At Watercress, we want owner to have the essential information they need before they decide to put their business on the market. That is why if you are looking to sell your business, we always offer a complimentary valuation before you make your decision.

Unlike most groups, we work on both sides of the table — with owners looking to sell and directly with buyers looking for a business to acquire. This allows us to offer a suite of services and knowledge that others simply cannot. When we perform a valuation, we give you real, valuable insight that only someone with boots on the ground can. We derive our awareness from the folks on the other end, the ones who will be buying your business. This invaluable information is second to none.

2. Confidentially Market

We understand what is important to you. We understand that selling a business is typically a once in a lifetime event for the owner, and the most significant financial decision the owner will ever make. We understand that confidentiality and trust are key concerns for business owners going through a sale.

That's why we help sellers create a competitive market of interested and qualified parties, all in the most confidential manner as possible.  We are able to maintain confidentiality, qualifying potential buyers to close transactions in ways that are efficient and cost-effective.

3. Receive & Review Offers

Upon marketing your business, you will meet with potential buyers as we work to find the right fit. The right fit doesn't always equal the highest offer. Often the right fit can translate to the buyer with the most sound structure to their offer or the best vision for the company. During this process, you continue running the business while we confidentially present your company to qualified buyers.

4. Due Diligence & Closing

Once an offer has been accept, we can see the light at the end of the tunnel. The main thing to take care of due diligence. Every buyer once to make sure that things check out before they sign the closing documents, similar to an inspection. Your main job is helping supply the documents need to complete this in a timely manner.

Alongside the due diligence process, buyers are working through the financing process — this is where we have a leg up. While other groups would sit back and pray everything works out, we are working diligently with the buyer to ensure their bank financing is efficient and reliable. The last thing you want is for the buyer to not be able to close on the acquisition because they did not talk to the right lenders.



Local Broker

Valuation Fee:



Listing Fee:



Closing Fee:

Fee < 8%

Fee > 10%

Internal Buyers:



SBA Experience:



Industries Served

  • Aerospace
  • Chemical
  • Contracting
  • Education
  • Food & Bev
  • HVAC
  • Insurance
  • Marketing
  • Print/Signs
  • Retail
  • Telecom
  • Automotive
  • Construction
  • Distribution
  • Fire Services
  • Healthcare
  • Industrial Equ
  • Logistics
  • Manufacturing
  • Residential Svc
  • Software & Svc
  • Transportation


A firm that puts clients first


Years of Cumulative Experience


Cumulative Business Owner Connections


Worked with Clients in 45 States


Average Deal Size Range


Variety of Industries Previously Served

Our Mission

"What sets us apart is providing some of the most unique opportunities on the marker to entrepreneurs, private equity groups, family office, search funds, and capital investors – and their families. Together, we view wealth not as a prize but as potential."

The client experience is the centerpiece of our model. We empower individuals, institutions, and corporations to realize their aspirations and achieve their most important goals. With a commitment to excellence in all that we do, our service and results are unprecedented. That's something we stand behind.

Our team is here to serve you
Every Step of the Way

Contact Us

Featured News

2023 for Small Business Owners

Many small business owners expected 2022 to be a year of recovery after two years of struggling to survive a global pandemic. But inflation, fears of a recession, a still unreliable supply chain, and a nation at nearly full employment resulting in a tight job market all loomed large, dampening many of our goals.

Impact of Inflation on small business

Business formation continues to be at historically high levels, with concerns over cost of living and inflation motivating Americans to pursue a small business venture. New research shows this trend will continue in 2023 .

Survey Report on 2023 Outlook

A new report commissioned by Bank of America surveyed more than 1,300 small business owners across the U.S. While focusing on women and minority-owned businesses, business owners across the board are optimistic about the future.