Business Resource Available

Business Resource has managed business sales, acquisitions, and strategic advisory across the Southeast from its Birmingham headquarters on Vestavia Parkway since 1993. The firm focuses on privately held middle-market enterprises generating between $750,000 and $30 million in annual revenues, with particular depth in industrial manufacturing, automotive service providers, plumbing and HVAC contractors, and commercial field service operations. Rather than treating transactions as quick exchanges, the advisory team—led by senior advisors including Wilson Archer, Sam Sumner, and Coleman Cornelius—operates through an analytical framework designed to establish accurate enterprise values and maintain operational discretion.

Every engagement advances through defined operational checkpoints. The process opens with a formal business valuation, recalculating normalized earnings before interest, taxes, depreciation, and amortization (EBITDA), alongside discretionary owner cash flow. From there, the advisory team constructs exit plans that pinpoint operational vulnerabilities, customer concentration risks, and untapped growth channels long before a business hits the market. For active listings, the firm oversees buyer qualification, structured blind profiling, non-disclosure agreements, and confidential information memorandum distribution. For larger transactions, their mergers and acquisitions advisory coordinates directly with strategic buyers and private equity groups, managing complex negotiations, debt financing coordination, and buyer due diligence through closing.

Beyond broad market transactions, the practice handles discrete off-market sales and targeted asset liquidations. Off-market assignments limit exposure by approaching a curated short list of vetted institutional or trade buyers without public marketing, shielding company operations and staff from transaction speculation. When transactions involve specialized physical inventory, manufacturing machinery, or intellectual property rights rather than ongoing business units, the advisors conduct separate asset appraisals and carve-outs. Throughout post-letter-of-intent stages, the firm coordinates working capital adjustments, escrow mechanics, and asset transition terms between accounting professionals and legal counsel.

Owners considering an exit achieve the most advantageous outcomes by initiating strategic preparation twelve to twenty-four months ahead of their targeted market launch. Early consultations require assembling three to five years of reviewed financial statements, federal tax filings, trailing twelve-month profit and loss statements, and current equipment depreciation schedules. Preliminary valuation assessments and introductory consultations at the Vestavia Hills office are scheduled by appointment, with advisors establishing full mutual non-disclosure agreements before reviewing proprietary internal books or operational workflows.