TAP - Transition Advisory Partners
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About Us



We approach every client relationship with a unique and invigorating perspective, coupled with an unwavering energy that inspire action

Welcome To TAPartners - TAP

Your Trusted Partner in
Business Transitions

At Transition Advisory Partners, we understand the journey of entrepreneurship - the triumphs, challenges, and the inevitable question of "what's next?" Since our founding in 2016, we've dedicated ourselves to being the trusted guide for mid-market business owners navigating the complex terrain of ownership transition.

As a leading advisory firm, we specialize in delivering customized, practical corporate finance advice tailored specifically to the unique needs of mid-market private and family-owned businesses. We recognize that the prospect of transitioning your business can be stressful and filled with uncertainties. That's where we come in.

Our team of experts offers independent M&A advisory services that cover every stage of the transaction process. Whether you're preparing for a sale, considering acquisition opportunities, or exploring other strategic options, we're here to illuminate the path ahead. We help you understand your options, prepare your business for the transition, and guide you through each step to achieve your strategic objectives.

With TAP as your partner, you're not just getting advisors - you're gaining allies who are committed to securing better value, better terms, and less stress for you throughout this pivotal journey. Let us help you transform the uncertainty of "what's next?" into a clear, confident strategy for your business's future.

Our comprehensive approach ensures that every aspect of your transition is carefully planned and executed. From initial valuation to final closing, we provide the expertise and support you need to make informed decisions that align with your personal and business goals.

Our Process

Our Process

Every transaction we lead is absolutely unique. Each of our shareholder/clients has different goals for the transaction they're contemplating. They are in industries as varied as software to auto parts to medical services. Buyers may show up from down the street to across the globe depending on the competitive landscape and economies of scale the business presents.

Our clients have sold minority stakes, majority stake and 100% of their shares. Some have left the office on the day of completion, while others have continued on for many years in partnership with new investors. Each of these cases requires a creative approach to finding just the right universe of buyers to match the stated desires of the client and never have two buyers' lists ever been the same.

Our integrated approach ensures that we address your needs throughout the entire transaction process, working alongside your attorneys, investment bankers, and other advisors to identify and mitigate risks effectively.

Our unflinching goal is to achieve success for our clients. Sometimes that happens within a matter of months. Other times, such as during the upheavals created by Covid, or due to rapidly changing market conditions caused by rising interest rates, that could take a year or more. We are there side-by-side with our clients regardless of what the market, the business, or buyers throw our way.

We focus on larger and more complex private transactions. Since TAP's inception both our average and median transaction size for businesses we've helped sell, has been in the range of $35m to $40m with the smallest transaction being close to $10m and the largest being in the $100m range. With this size of clients we take on very few clients each year and expect to commit a significant amount of time towards their success.

How We Work
Revenue Focus
We focus on mid-market clients with revenues $10 million or more
Selective Clients
We don’t want a lot of clients, only a few great clients each year
Empathetic Listening
We listen and understand your unique needs and concerns
Independence
We’re independent from other services and have nothing else to sell you
Challenge Driven
We love challenges and working extremely hard to create the best results for you
Trust & Transparency
We prioritize long-term partnerships built on trust and transparency

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.

We manage each client engagement with the following tenets

Character

Character

Bring independence, trust and integrity to every decision

Performance

Performance

Excel in all matters and put client interests first

Experience

Experience

Provide senior-level judgment in every engagement

Focus

Focus

Cut to the heart of strategic, operational and financial matters

Creativity

Creativity

Recognize each situation is unique & requires a tailored approach

Spirited Drive

Spirited Drive

Our culture is built on the same entrepreneurial as our clients

Contact Us

Book a free initial consultation