Touchstone Advisors
You’ve spent a lifetime creating a thriving business through careful attention, hard work, and dedication; a business that has fulfilled your dreams, supported your family, and contributed to the livelihood of the employees. When you are finally ready to move on to the next phase of your life, you want to sell that business with that same sense of pride, in a manner that maximizes value to both you and the buyer. You need a partner that understands and feels the same way about their business. You need Touchstone Advisors. Touchstone Advisors have been representing business owners for over 20 years, helping them prepare and position their company for sale. Focusing primarily on privately held and family businesses with revenues between $5 -$50 million in manufacturing, distribution, technology, and business-to-business services, Touchstone Advisors applies the same investment banking merger and acquisition model used on Wall Street. Combined with our proprietary Exit Advantage program, we help owners maximize the value they give and receive for their business, find the best buyer, and enjoy the smoothest exit and post-ownership experience possible. The Exit Advantage℠ program dives deep into owner and business readiness, industry and competitive benchmarking, operational optimization, detailed financial analysis, optimizing for taxes, and assessing operational risk from the buyer’s perspective. More than just brokers, Touchstone Advisors work with the business owner to develop a thorough and comprehensive exit strategy that brings synergistic and strategic buying prospects to the table. If you are a business owner contemplating the sale of your company, either now or in a few years, you owe it to yourself and everyone involved to explore how working with Touchstone Advisors can make an enormous difference when that time comes. Contact us today - 860-669-2246 info@touchstoneadvisors.com http://touchstoneadvisors.com/
7-day free trial · no credit card
Verified contacts
17
available on Kipplo
LinkedIn employees
33
11 to 50 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
0
tools in use
Monthly traffic
145
organic / mo
Sign up free to see all 17 verified contacts at Touchstone Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
17 contacts with verified email or phone · masked until revealed.
- HL
Heather Lockwood
Process Administrator · Operations
EmailPhone - JW
Julianne Williams
Due Diligence Coordinator · Finance & Accounting
EmailPhone - JC
Julie Chakrin
Consultant · Finance & Accounting
EmailPhone - MN
Melissa Nicefaro
Writer · Writing/Editing
EmailPhone - RJ
Roy Johnson
m & a Advisor and Exit Strategy Consultant · General Business & Management
EmailPhone - DA
Deborah Agrafojo
Managing Partner · General Business & Management
EmailPhone - JR
Jeffrey Rich
Managing Director & President · Other
EmailPhone - MW
Michael W. Camerota
Owner · General Business & Management
EmailPhone - LV
Lee-Ann Valotto
Operations Manager · Operations
EmailPhone
Showing 9 of 17 verified contacts
Top roles at Touchstone Advisors
14 distinct titles indexed · top 10 shown.
- 1business valuation
- 1consultant
- 1due diligence coordinator
- 1m & a advisor
- 1m & a advisor and exit strategy consultant
- 1m & a advisor, associate
- 1managing director & president
- 1managing partner
- 1mergers & acquisition advisor
- 1operations manager
- +4more titles
Sign up to unlock all 17 contacts at Touchstone Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 17 verified contacts at Touchstone Advisors
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.