Most business owners wait until they have to sell. What they don't realize — and what costs them enormously — is that how and when you exit has a bigger impact on your outcome than almost anything else about the business itself.
No Broker Listings
We proactively contact qualified buyers — confidentially
Competitive Process
Multiple buyers competing simultaneously drives your price up
Two Senior Principals
David Orischak and Dave Bennett, start to finish
~6 Month Timeline
Kickoff to closing, 100% success rate
This isn't a sales pitch. It's how private equity consolidators actually work — and it's information most business owners in the $5M–$50M range have never been given.
A private equity consolidator buys 70–80% of your company at a 4–5× earnings multiple. You keep 20–30% equity and continue running the business — which you planned to do until retirement anyway.
Over 3–5 years they acquire similar businesses and fold them under one platform. Your retained equity rides along — growing in value, with nothing extra required of you.
The consolidated platform sells to a larger private equity fund. At that scale, the multiple climbs to 12–15×. The 20–30% you held now represents nearly as much value as the 70–80% you originally sold.
An owner who engaged us at 63 instead of waiting until 68 often walks away with double the total value — while working the exact same number of years they planned to anyway.
What the multiples look like
The back-end multiple (12–15×) applied to your retained stake at the platform sale is what makes the difference. Most owners never learn this until after they've already sold.
Unsolicited offers, broker listings, single-buyer negotiations — you have no leverage in any of those situations. Penn Valley's process is built to flip that dynamic.
"Penn Valley did not require a long-term commitment or upfront payment. The Penn Valley process yielded multiple buyers for ATS and one offer that was head and shoulders above the rest. We were able to sell the company at a price that was above market."
Gary Simms
CEO, ATS Technologies
"I received an unsolicited offer for Carolina Air. Two months into due diligence the buyer had clawed back $3M. I called it off and engaged Penn Valley. Within 60 days I had six buyers. The sixth buyer closed at a price $5M above the others."
Ed Grisham
Owner, Carolina Air
David Orischak and Dave Bennett have spent 45+ years in the lower middle market, with deep roots in technology services, healthcare, and the residential trades. Every single one of Penn Valley's 50+ transactions has been successful for both seller and buyer.
We serve companies with $5M–$50M in annual revenue across all industries. If you're operating at that scale, there is almost certainly an active consolidator looking for your business right now — and we know them.
Most owners come in with a number in their head — and leave with a much clearer picture of what's actually possible. Free, confidential, no obligation. You'll speak directly with David Orischak or Dave Bennett.
Reach us directly
843-505-2367 DaveO@Pennvalleygroupse.comOr send us a note
