Healthcare/Educational Software Company

This is the second time I have sold a business. Having some experience from my first sale, I went looking for a firm as an educated consumer. ADG was the clear choice after having interviewed several firms. Now that the deal has been completed, as I know I made the right choice. ADG is an extraordinary team of professionals with the varied expertise required to successfully get to market and get a deal done. They have a staff of experienced entrepreneurs, marketing specialists, financial experts, and negotiators. I am not generally easily impressed, but ADG exceeded my expectations.

Mark Shaw, ProviderSoft

Healthcare Software Company

My advisors at Austin Dale Group were indispensable in managing the sale of my long-held business. This included helping to organize my financial information, identifying and contacting potential buyers, assessing buyers, evaluating offers, negotiating offers, navigating due diligence, and tying up so many details. It was a big comfort having them manage all the information and communications with the buyers. Bob, John and Clint complemented each other well, and were always available, patient, amicable and persistent. I can’t thank them enough.

Jerry Porter, DataWing Software

IT Managed Service Provider

I approached Austin Dale Group because I needed some help figuring out what drives the value of my managed IT services company. They’ve helped me to understand my financial drivers, set priorities, maintain focus, and become a better leader and manager. As a result I am consistently in the top quartile of MSPs and looking for new avenues of growth, including acquisitions.

One thing I like about working with Austin Dale is they care about my long-term success. They’re always willing to go the extra mile to help me balance my goals and make sure that I understand what really drives value in my company. I would recommend Austin Dale Group to others who need a trusted advisor to help them build a better, more valuable company prior to an M&A transaction.

Jon Palecek, Palecek Consulting Group

Engineering Firm

I was thinking about retiring from the engineering firm that I founded. I wanted to take care of my family, my business partners, and all the associates. Austin Dale Group spent time with me and my partners to learn about the business and our goals. They came back with a strategic plan that included a valuation, strengthening our core business, and identifying potential acquirers. Austin Dale Group is extremely knowledgeable about the M&A process, has the highest professional integrity, and they are personable and creative. They were very good in communicating with all parties and were accessible at all hours. We had a successful transaction and I would recommend Austin Dale to others who need M&A advisory services.

Raymond Chan, Chan & Partners Engineering

Environmental Services – Systems Integrator

We wanted to prepare our high-tech instrument development and integration business to sell the business and maximize our proceeds. Austin Dale Group offered numerous suggestions to improve our business and even helped us find specialists to reorganize our accounting and job tracking procedures and software. When we went to market they handled the detailed negotiations of the sale so that it was financially rewarding and we were able to maintain the good relations needed for a successful transition. I really liked their ability to relate to and advise technical people who were essentially self-taught businessmen, and to keep the process of developing and selling the company grounded in reality. I would recommend Austin Dale Group to other technology company owners who need assistance with developing and selling their business.

Dr. Ralph Brewer, Industrial Monitor and Control Corp.

Construction/Custom Millwork

I approached Austin Dale Group because I was ready to retire and a third-party sale was the only viable succession plan for my business. Austin Dale made sure that my company sale opportunity was given maximum exposure to potential buyers and that my interests were well represented. We started the process at the beginning of the financial collapse so the time to sell was longer than either of us had expected. Austin Dale Group stayed with me throughout the process until we completed a successful sale. Two things that stood out were their knowledge of the marketplace and willingness to listen.

Bill Kleinsorge, Buda Woodworks