Ranked #1 Lower Middle Market Investment Bank
World Class Mergers & Acquisitions Since 1993
Request a Call 203.285.6190
203.285.6190

Transforming the Lives of Business Owners
is our Passion

Are You Next?

THINKING ABOUT SELLING?
TALK TO AN M&A EXPERT & GET A FREE BUSINESS VALUATION.

Don Krier

Only companies with annual revenues of $5 Million to $150 Million+, please. Call Don Krier, Sr. Managing Director/Partner 203.285.6190 or complete the form below.

Contact Name*

Confirming You Are Human

Selling your business isn’t just about the final number, it’s about what you actually keep. And after decades of guiding business owners through transactions, we experienced it firsthand when we sold Woodbridge International to Mariner Wealth Advisors, a national wealth management firm with over $550 billion in assets under management.

But here’s the key takeaway: Timing is everything. The most successful business owners don’t wait until an offer is on the table to start planning. They take control early, ensuring they maximize their net proceeds, minimize taxes, and have a clear plan for life after the sale.

Mariner’s Pre-Sale Planning team can help you answer critical questions before you sell:

  • How much will I actually take home from the sale?
  • Am I leveraging every tax-saving strategy available?
  • Are my advisors aligned to protect my best interests?
  • What does my financial future look like after the sale?
  • How much is my business really worth?

A conversation today could mean millions more in your pocket tomorrow.

Learn more about Pre-Sale Planning

THINKING ABOUT SELLING?
TALK TO AN M&A EXPERT & GET A FREE BUSINESS VALUATION.

Don Krier

Only companies with annual revenues of $5 Million to $150 Million+, please. Call Don Krier, Sr. Managing Director/Partner 203.285.6190 or complete the form below.

Contact Name*

Confirming You Are Human

The Woodbridge Difference
“What makes the Woodbridge Experience unique is that every member of the Woodbridge team acts like a partner with their client to do absolutely everything possible to effectuate a successful transaction at the maximum value.” Jeffrey W. Rossi, CPA, CFE, Managing Partner Marcum
The Woodbridge Difference
“What makes the Woodbridge Experience unique is that every member of the Woodbridge team acts like a partner with their client to do absolutely everything possible to effectuate a successful transaction at the maximum value.” Jeffrey W. Rossi, CPA, CFE, Managing Partner Marcum

Take a 6-minute tour of the Woodbridge process, meet key team members and learn about why timing is everything.

Woodbridge International recently celebrated its 30th anniversary with our full global team in Cape Town, South Africa. Watch here:
MORE BUYERS, MORE BIDS, HIGHER PRICE, BETTER FIT
  • Timeline
    Innovative 150 Day Timeline Driven Auction establishes the Closing Date upfront (After launch: 21-day Bid Acceptance Period)
  • Underwriting
    Underwriting in the first 30 days greatly reduces the odds of negative surprises
  • database
    Proprietary network of 6,600 private equity groups and 410,000 strategic companies quickly identifies the greatest number of buyers (Averaging 20 bids on our most recent 30 closed transactions)
  • Video
    Powerful Marketing Video to Showcase Your Company
  • Management Meeting
    2-Day Management Meeting Workshop: Clients Learn Best Practices Selling Their Business

FAQ's

Questions about Woodbridge? We’ve got answers.