Strategic Transaction
    Advisory

    Expert M&A guidance from valuation to closing. Successfully closed deals across multiple industries.

    Navigate Complex Transactions with Confidence

    Mergers, acquisitions, and divestitures represent critical inflection points in your business journey. Our experienced M&A advisory team provides comprehensive support throughout the entire transaction lifecycle, from initial valuation and target identification through due diligence, negotiation, and closing.

    Whether you're buying, selling, or merging, we bring deep industry expertise and proven transaction experience to maximize value and minimize risk at every stage of the process.

    M&A Services

    Business valuation and target identification

    Due diligence coordination

    Deal structuring and negotiation

    Transaction financing arrangement

    Integration planning and support

    Post-transaction optimization

    Ready to Discuss Your Transaction?

    Let's explore how we can support your M&A objectives with expert guidance.

    The short answer

    M&A advisory supports buying or selling a business: valuation, deal structure, diligence preparation, acquisition financing and post-close integration. Most small-business transactions fail on preparation and financing structure rather than on price disagreement.

    Frequently asked questions

    How are small businesses valued?
    Most trade on a multiple of seller discretionary earnings or EBITDA, adjusted for owner dependence, customer concentration, recurring revenue and industry. Clean, verifiable financials move the multiple more than any negotiation tactic.
    How is an acquisition financed?
    The common structure is SBA 7(a) for the bulk of the purchase price, 10 percent buyer equity and often 5 to 10 percent seller financing on standby, which lenders view as an alignment signal.
    How long before a sale should an owner prepare?
    Twelve to twenty-four months. That window allows financial cleanup, reduction of owner dependence and documentation of recurring revenue, all of which directly raise the multiple a buyer will support.

    Important disclosures

    Kala Financial LLC is a business advisory and consulting firm and is not a law firm, CPA firm, registered investment adviser, broker-dealer, lender, or insurance carrier. Services are provided only under a written engagement agreement, and all credit decisions are made solely by lenders and capital providers.