What Makes Us Different
Linda’s history of success selling businesses, coupled with her strong accounting and finance background and personal connections to many buyers, makes her an excellent choice as your M&A advisor. After selling her previous company in 2017, Linda wanted to share her knowledge of building and selling four companies including her successes and mistakes made along the way. She has a unique blend of being the CEO, living the sales process (three times) and growing a channel business for more than 25 years. We let our results speak for themselves.
“We were fortunate to reach out to Linda Rose when we began the process of selling our company. My business partner and I had many concerns and anxieties about selling the company we built over 23 years. Linda allayed our fears with her deep knowledge of the entire M&A transaction process. Her accounting background was also indispensable. She worked tirelessly with our CPA to ensure that the reports provided to the buyer were correct and showed us in the best light. Her expertise in this area assured us we were going in the right direction and she kept us on track throughout. I would highly recommend engaging with Linda should you be considering selling your company. She literally wrote the book on it!”
Susan Crabtree, President – Mission Critical Systems
“When I decided to sell the Dynamics GP hosting division of my company, I reached directly out to Linda Rose. Her experience in selling her own hosting practice as well as her contacts in the industry after 30 years was the driving factor in selecting her firm. My experience with Linda was a close partnership as we completed this journey. Linda directed the pre-sale due diligence and was quickly able to line up a group of interested parties and secured a couple of Letters of Interest. M&A can be a painful process and there are times it feels hopeless like you just won’t get it done. Linda did an amazing job getting me through this first of a kind transaction for me and I will look to her in the future again for this type of transaction.”
Chris Gherardini, CEO – Turnkey Technologies, Inc.
“Linda’s knowledge of selling a business, combined with her expertise in my particular business, proved invaluable as we moved through all the phases from finding buyers to post sale retrospective. She took seriously my timeline, respected my values, and focused only on appropriate buyers that met my criteria. Her ability to provide a framework and a set of tasks, as each phase progressed, helped us to be highly prepared at every step. Without her sense of urgency and attention to detail, we could not have completed the transaction on the anticipated schedule.
Linda’s CPA skills and innate drive for quality helped me to prepare financially in a way that I could not have done without her. She went above and beyond what was expected. It’s clear that she cares about her clients. I always felt that she was truly interested in the outcome for me personally, and for my team. Finally, her ability to negotiate, and confront difficult discussions without hesitation is a talent rarely found. I was grateful to have her in my camp!”
Sandra Wyman, CEO – Tidestone Solutions, Inc.
“I engaged with Linda to help me find a buyer in the technology services provider space. I met with other advisors prior to engaging Linda, but her experience in the tech sector set her apart from the other ‘generalists’. As a seasoned technology entrepreneur with successful exits of her own and as a CPA, Linda’s unique skillset aided her as she judiciously worked with me through multiple areas of the deal – from due diligence through contract negotiations. She is well-known in the industry and was able to quickly bring multiple buyers to the table. As we worked through due diligence preparation, her CPA skills were an excellent asset not just for me, but for the potential buyer, as she helped me prepare a clear and concise profile, financials, and projections for my company. This prep work helped the deal move quickly once we reached the LOI stage. M&A for anyone is an extremely stressful time. Linda was a combination of expert, coach, sounding board, and guardian angel guiding me through a demanding, but successful experience. I highly recommend Linda and would absolutely use her again, should the need arise.”
Meredith Schultenover, Managing Director – Kraft Enterprise Systems
“Selling a company can be a once in a lifetime opportunity. From LOI to the final close, Linda helped me gain clarity throughout the acquisition process. Her strategic guidance on agreements, accounting and tax combined with her personal experience of selling her own companies, allowed me to make more proactive decisions during this very important transaction.”
Christy Spokely , CEO – eXtreme365