For Company Founders Seeking More Than Just a Transaction

Senior-led M&A advisory firm helping founder-owned, entrepreneurial and privately held companies navigate a life-changing business event through institutional-level expertise and steadfast personal guidance
at every stage of the process.

THE WHAT

Every Business Reaches a Turning Point

Resonance Advisory works with founder-owned, entrepreneurial, and privately held businesses at these pivotal moments, bringing experience, perspective, and direct involvement to decisions that carry consequences far beyond the transaction itself.

  • THE HOW

    Preparing for the Next Chapter

    Successful sales begin long before a business goes to market. Timing, valuation, growth plans, and preparation often shape future opportunities.

    Get Started
  • THE HOW

    Finding the Right Capital Partner

    The highest offer isn’t always the best outcome. Strong partnerships are built on aligned expectations, shared objectives, and long-term fit.

    Get Started
  • THE HOW

    Navigating the Sale Process

    Selling a business requires preparation, positioning, negotiation, and coordination across stage of the process while the business continues operating.

    Get Started
THE WHY

Business Decisions Are Personal

For founders, a sale often represents years of effort, relationships, risk, and responsibility. It’s a life event that carries responsibilities well beyond the negotiating table.

 

We understand the uncertainty and responsibility that accompany decisions of this scale. That understanding shapes the way we work, bringing the experience, market knowledge, and direct involvement needed to guide founders through one of the defining moments of their journey.

  • Led by Senior Advisors

    The senior advisor who conducts the initial conversation remains involved throughout the engagement, leading discussions, negotiations, and critical decisions.

  • Protected by Confidentiality

    Every conversation, interaction, and document exchange is handled with discretion. Information is shared deliberately, carefully, and only when the process requires it.

  • Powered by Modern Infrastructure

    Resonance uses modern tools to manage buyer outreach, monitor progress, and maintain discipline throughout the process and transaction lifecycle.

  • Structured for Clarity

    Complex transactions are broken into clearly defined stages, milestones, and steps, giving founders visibility into what happens next and why it matters.

THE PROCESS

Every Stage Has a Purpose

Selling a business involves hundreds of moving parts, but founders still have a company to lead. Resonance acts as an extension of the leadership team from preparation to closing.

Prepare for the Market
01

Prepare for the Market

Before approaching buyers, we evaluate objectives, readiness, and key considerations that can influence timing, positioning, and transaction outcomes.

Tell the Right Story
02

Tell the Right Story

Every business has a story. We develop materials, messaging, and positioning that communicate the company’s value clearly to prospective buyers.

Find the Right Fit
03

Find the Right Fit

A successful sale starts with conversations. We identify buyers, manage discussions, and maintain confidentiality throughout the process.

Evaluate Opportunities
04

Evaluate Opportunities

As buyer interest develops, we compare alternatives, assess alignment, and help determine which opportunities deserve further consideration.

Navigate Due Diligence
05

Navigate Due Diligence

As discussions become more detailed, we coordinate information requests, advisors, and stakeholders while helping founders stay focused on running the business.

Navigate Due Diligence
06

Negotiate and Close

From letters of intent through definitive agreements, we guide negotiations, coordinate advisors, and help bring transactions to a successful close.

THE INFRASTRUCTURE

Technology Working
Behind the Scenes

Resonance combines senior-led advisory with the infrastructure and resources of larger institutions. Through an affiliated network of bankers and deal technology, founders gain access to a broader network of qualified buyers while benefiting from a more organized, efficient process.

THE OUTCOMES

Numbers Only Tell Part of the Story

  • $4B+ In Closed Transactions
  • 25+ Engagements Advised
  • 10+ Years of M&A Advisory
THE EXECUTION

North American Mandate with Global Reach

Every engagement is led by senior advisory leadership and supported by an on-demand team of bankers. Through the GT Securities platform, Resonance can access additional execution support and expertise while maintaining direct involvement throughout the process.

  • Sell Side

    Operations Advisory and Lean Training Platform

    Coordinated and led a targeted sell-side process crafted around building the highest competitive tension among key potential parties to drive a premium valuation – included a mix of strategic and financial acquirers.

  • Sell Side

    Tech-enabled Safety Engineering and Training Firm

    Positioned the business around its strongest strategic attributes, including its top team of engineering resources, specialized IP, and differentiated delivery model for a diverse blue-chip client base, and led the sale process.

  • Strategic Advisory

    Sustainability Services and SaaS Platform

    Developed a strategic analysis emphasizing the company’s expansion opportunities in an emerging but rapidly growing market, and evaluated long-term capital raising and sale alternatives.

THE CLIENT SHOWCASE

Specialized Businesses Require a Thoughtful Approach

Resonance Advisory works with specialized service businesses built on expertise, reputation, and relationships. Understanding and communicating the qualities that make these businesses difficult to replicate often plays a significant role in achieving successful outcomes.

  • Strong leadership, expert teams, and deep industry knowledge.
    01

    Clients

    Long-standing relationships, recurring demand, and strategic relevance.

  • Strong leadership, expert teams, and deep industry knowledge.
    02

    People

    Strong leadership, expert teams, and deep industry knowledge.

  • Strong leadership, expert teams, and deep industry knowledge.
    03

    Expertise

    Niche experience, specialized offerings, and institutional know-how

THE EXPERIENCE

Client Feedback Tells the Rest of the Story

For us, the most meaningful measure of our work comes from the founders and business owners who entrusted Resonance Advisory Group with significant decisions and experienced the process firsthand.

START A CONVERSATION

“Resonance Advisory provided us with valuable market research to help inform our strategic direction, and I highly recommend them. Stephen was personally attentive, knowledgeable, and a pleasure to work with.”

— Chad Spitler Founder and CEO of Third Economy

“Stephen’s ability to anticipate buyer questions, manage complexity, and keep the process moving was extremely valuable. Stephen brought the right mix of strategic insight, attention to detail, and hands-on execution support.”

— Dave Boissonneault CFO of FTE Factory Advisors

“What set Resonance apart was their commitment to truly understanding our business. Stephen's attention to detail, thoroughness, and genuine interest in our team gave us tremendous confidence.”

— John Lucci Chief of Strategy and Innovation, GrayMatter
THE COMMITMENT

Building Resonance Across Communities

We believe meaningful involvement extends beyond advisory work through professional networks, community organizations, and support for entrepreneurs.

THE START

Most Founders Start With Questions

A transaction may still be years away, but early perspective can be valuable. Whether you are exploring strategic options, considering growth capital, or simply thinking through what comes next, a confidential conversation can provide clarity, direction, and a better understanding of the opportunities ahead.

    Start a Confidential Conversation

    We just need a few details to make sure we can help.

        Stephen personally reads every submission. Typical response within one business day. All inquiries are confidential and will never be shared.

        THE REFERRALS

        For Clients Considering Next Stages

        Many attorneys, CPAs, wealth advisors, and consultants work with business owners long before a sale. When clients begin considering succession, growth capital, or an exit, Resonance provides specialized M&A guidance alongside existing advisory relationships.

          Get in Touch

          Introductions are straightforward — by email or phone. We handle the rest with full discretion and keep you informed throughout.

          All referral conversations are confidential. We work with attorneys, CPAs, financial advisors, and wealth managers across the US and Canada.

          The right client to refer:

          • Founder-owned service businesses with $10M–$50M in annual revenue
          • Technology, consulting, professional services, or sustainability sectors
          • Owners actively considering a sale or capital raise within 1–2 years
          • First-time sellers who need experienced, senior guidance
          • Situations where an objective, confidential outside perspective would be valuable