Our Services
Tailored Advisory for Privately Held Businesses
At Providencia Advisors, we offer two core services that support business owners through critical moments of transition, planning, and value realization.
Sell-Side M&A Advisory
Maximize Value. Minimize Disruption. Exit Confidently.
We specialize in guiding business owners through the sale process with discretion, clarity, and hands-on execution. Our sell-side engagements are custom-tailored to each client and include:
- Business preparation and positioning for sale
- Confidential buyer outreach and marketing
- Managing diligence and negotiations
- Structuring terms to meet your financial and legacy goals
- Full deal execution and closing support
We work with a limited number of clients per year to ensure personalized attention and optimal outcomes.
Planning to exit in the next 1–3 years? We help you prepare well before you go to market.
Business Valuations
Defensible Valuations That Stand Up to Scrutiny.
We provide defensible, independent valuation reports that meet AICPA, NACVA and USPAP standards. Our valuations are used for:
- Gift & Estate Tax Planning
- Succession & Shareholder Planning
- M&A Support & Strategic Planning
- Buy-Sell Agreements
Each report includes thorough financial analysis, industry analysis, full written narative and supportable discounts when appropriate (e.g., minority and marketability discounts).
We deliver institutional-quality work with boutique-level attention and responsiveness.
