Elevated M&A Strategies for Your Legacy
Helping Business Owners Maximize Outcomes Through Strategic Transitions.
Providing Strategic Insights at Critical Moments for Business Owners
We believe that buying or selling a business is much more than a transaction—it’s a pivotal life event that impacts your future, your employees, and the legacy you leave behind. Inspired by the enduring strength of the evergreen tree, our mission is to honor your vision and maximize your results.
We specialize in seamless, strategic transitions that protect what you’ve built while creating opportunities for new growth. Whether you’re preparing to sell, transition ownership internally, or position your company for the next chapter, we guide you through every step with expertise and care.
What Does Evergreen Do?
As entrepreneurs ourselves, we understand how deeply personal it is to consider selling a business—it represents years of hard work, relationships, and achievement. Similarly, we know the challenges of purchasing a business and successfully integrating it into an existing portfolio.
We believe in partnering with business owners to navigate the emotions, strategic decisions, and unknowns of this once-in-a-lifetime event. Whether you're preparing for retirement, responding to life changes, or embarking on a new venture, our mission is to help you transition with confidence and clarity.
At Evergreen, we thrive on the strategy behind a successful transition, balancing the financial and emotional stakes to create a structured, rewarding process. By building strong, collaborative relationships from day one, we ensure you feel supported, informed, and in control throughout the journey.
Why Evergreen?
Trust, Resilience, and a Commitment to Your Success
Inviting us into your business—allowing us to understand your financials, operations, and team—is an extraordinary act of trust. At Evergreen, we take that responsibility seriously. Every business has a unique story, and every owner has a distinct vision for the future.
Just as no two evergreens are alike, no two businesses share the same DNA. Our approach is built on preserving what makes your business special while crafting a plan that aligns with your goals. Whether it’s structuring a fair and strategic sale, identifying the right successor, or helping you prepare for an eventual transition, we provide expertise designed around your needs.
Our Values & Approach
Trust
Sharing the inner workings of your company requires confidence. We act as stewards of your information, your people, and your goals.
Integrity
We advocate for your best interests, providing transparent feedback and solutions at every step.
Respect
From shareholders to employees, we treat all stakeholders with dignity and care.
Collaboration
We see ourselves as part of your team, working alongside you to ensure a successful transition.
Longevity
Our focus goes beyond the immediate sale. We help shape the legacy you leave behind.
Who We Serve
Closely Held & Small Businesses
Many small businesses and family-owned companies in the Pacific Northwest transition ownership to a trusted employee, family member, or partner. Selling a business, especially for the first time, can feel overwhelming. We help structure financials, showcase business strengths, and ensure a profitable, smooth transition so that owners can move forward with clarity and confidence.
Growing Small to Mid-Sized Businesses
Companies in this range often have dedicated teams, stable cash flow, and strong culture. Yet, moving on—whether due to retirement, expansion, or shifting priorities—can be a complex decision. We guide business owners through strategic sales and structured transitions, ensuring that both financial outcomes and operational continuity align with their vision.
Mergers & Acquisitions (M&A)
Larger companies face more complex sales, involving multiple stakeholders, in-depth due diligence, and high-stakes negotiations. We provide comprehensive M&A solutions, from business valuation to post-sale integration, ensuring a transaction that meets strategic and financial objectives.
Our Four-Step Proven Process
Selling a business involves much more than listing a price and waiting for offers. Our proven process ensures you have the guidance, structure, and support needed to navigate financial, operational, and emotional considerations.
- Define financial, personal, and legacy objectives
- Analyze business performance, operations, and market position
- Ensure emotional and strategic readiness for transition
- Establish a fair valuation and create a confidential business profile
- Conduct targeted marketing to qualified buyers
- Maintain strict confidentiality to protect operations and employees
- Vet potential buyers for financial capability and operational fit
- Structure deal terms that align with your goals
- Provide support through negotiations to ensure a smooth process
- Manage due diligence and coordinate with legal and financial professionals
- Oversee contract execution and transaction funding
- Offer post-sale consulting to support leadership transition and business integration
Start the Conversation
Selling a business is a major milestone, and the first step is understanding your options. Whether you're ready to list your business today or planning for the future, we’re here to guide you.
Let’s build a strategy that honors your hard work, maximizes your results, and sets you up for success in your next chapter.