TAP - Transition Advisory Partners
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A Truly Independent M&A Advisory FirmDedicated to the Owners of Mid-Market Businesses



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About us

Your Trusted Partner in Business Transitions

We are a leading advisory firm that specializes in providing customized, practical corporate finance advice tailored specifically to the unique needs of mid-market private and family-owned businesses.

We were founded on the principle of putting our clients' needs first - always. We created a firm that's completely focused on the specific transaction needs of our clients - free from the pressure to sell other services or to promote external advisors for the sake of referral scores. This independence allows us to be selective in our client relationships while providing exceptional, timely, thoughtful, and candid advice. Our success is measured by our client's achievements, not billable hours, ensuring our interests are perfectly aligned throughout every engagement.

What we do

Better Value, Better Terms, Less Stress

We understand that your business is more than just numbers – it's your legacy, your passion, and your family's future. That's why we take the time to truly listen and comprehend your unique story, challenges, and aspirations. Our tailored approach to mergers, acquisitions and transition planning is designed to fit your individual situation perfectly.

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Sell-side Advisory

Selling your business is a pivotal moment, often filled with emotional and financial complexities. We understand the weight of this decision and the challenges it presents. Our sell-side M&A advisory service is designed to support you through every step of this significant journey.

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Buy-side Advisory

At our core, we're passionate about helping businesses grow through strategic acquisitions. We understand that expanding your company through this route is both exciting and daunting.

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Transition Planning

In the fast-paced world of business, we understand that you're often juggling immediate pressures while trying to keep an eye on the future. That's where we come in. Our team specializes in helping you navigate both short-term challenges and long-term strategic issues.

Transition Readiness Assessment

Ready to take the next step in your entrepreneurial journey? Take our Transition Readiness Assessment to find out how prepared you are for a successful business transition.

Our values

At the core of everything we do are the values that drive us forward

Integrity



We believe in honest, candid advice that helps our clients make the best decisions, even if it's not always what they want to hear.

Confidentiality



Your privacy and the protection of your business are paramount. We handle every transaction with the utmost discretion.

Experience



Our proven track record and years of experience give us the knowledge needed to guide your business sale to a successful outcome.
Our values

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Successful Transfer of the Family Business

What could be easier than transferring your family business to its natural successor: your heirs apparent, your offspring? If some of your first guesses were peace in the Middle East, increasing honesty in politics, or convincing a teenager that he or she might be wrong about something, you have probably witnessed your share of family-business transfer disasters.

"Having worked with several international advisory firms and being an entrepreneur myself, I had this idea for a firm that really stands out in the M&A advisory world. That's why I started Transition Advisory Partners with one clear goal - to help our clients succeed. We're a team of diverse experts who share my passion for always putting clients first. At TAP, we believe that when our clients thrive, we thrive, creating a relationship built on trust, transparency, and mutual success."

- Ian Smith, Founder & Managing Partner

Ian Smith
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