OUR PROCESS

Baton Valley is made up of professionals that adhere to the highest standards of the industry, as well as the law. We will treat any inquiries with the strictest confidence. Alternatively, if we believe you are a good fit for Baton Valley then we may approach you for further discussion. When the deal is right, we won’t mess around. We act quickly to bring the right companies into the group. 

 

If we feel your company isn’t a good fit for ours, we’ll quickly let you know so that you can move on in your journey to find a buyer. If early conversations show we are a good fit, we will move ahead and evaluate your business across a range of factors:

  • financial situation
  • operations
  • risk assessment
  • legal background
  • pipeline of work

At this stage, a competitive yet sustainable deal in terms of the current market conditions will be reached. Afterward, it’s onto the legal part of the process, which can take some time to work through on both sides. Once a deal is complete, we act quickly to bring your company into the group.

Intermediaries

Baton Valley thrives with the support of intermediaries. Tapping into the vast Main Street and Lower Middle Market landscape demands partnerships with sector consultants, commercial and investment bankers, lawyers, accountants, and other professionals. We’re always open to fresh investment leads and insights, so please feel free to reach out at any time.

Baton Valley, proudly veteran-owned, stands as a testament to dedication and service. The company’s name, Baton Valley, comes from the understanding that the majority of business owners have no one to pass the baton to. We’re here to ensure that those companies have a succession plan and can continue to thrive and grow under new leadership.