Business Advisory Services

Financial clarity
for every stage
of your business journey

From day-to-day financial leadership to strategic exits, Sunset Business Advisors partners with privately held businesses to build lasting value — and capture it when the time is right.

Fractional CFO Support
Month 1
Financial systems, forecasting & clarity from day one
Business Valuation
+ 34%
Avg. value increase with pre-sale advisory engagement
Lower Middle Market Focus
$1M–$50M
Privately held businesses in the Gulf Coast & beyond
Who We Are

More than a
transaction firm

Sunset Business Advisors works alongside business owners at every stage — not just at the finish line. Whether you need a trusted financial officer in your corner, a clear picture of what your business is worth, or expert guidance through a sale or acquisition, we bring the same discipline and hands-on experience to every engagement.

15+
Years Experience
Hands-on deal and advisory experience, not theory
100%
Privately Held Focus
Exclusively serving owner-operated businesses
3
Core Services
CFO advisory, valuations, and M&A — all under one roof
Gulf
Coast Rooted
Local relationships, national-caliber advisory
"The right time to start your next chapter is before the sun sets on today's opportunity."

We believe great outcomes are built over time — through strong financial foundations, strategic planning, and experienced guidance. That's why we offer advisory services that support your business well before any transaction is on the horizon.



More About Us →
What We Do

Advisory services built around your goals

We offer a focused suite of services for privately held businesses in the lower middle market. Whether you're building financial infrastructure for growth, seeking clarity on your company's value, or ready to buy or sell, our team brings real transaction experience and financial expertise to every engagement.

Business Valuation

Know exactly what your business is worth — and why. Our valuations are industry-specific, data-driven, and designed to give you clarity whether you're planning an exit, securing financing, or resolving a dispute.

  • Certified business appraisals
  • Industry-specific benchmarking
  • Exit readiness assessments
  • EBITDA normalization & add-backs
  • SBA & lender-ready reports
  • Litigation & estate valuations
Get a Valuation →
M&A Advisory

Strategic guidance for buyers and sellers in the lower middle market. We run confidential, structured processes that connect the right parties, maximize value, and see transactions through to a successful close.

  • Confidential business listings
  • Qualified buyer identification
  • Off-market deal sourcing
  • Deal structuring & negotiation
  • Due diligence coordination
  • Acquisition search & advisory
Buy or Sell →
Why Sunset

Grounded in
real experience

Our advice is built on hands-on deal experience and financial leadership — not templates or theory. We've sat across the table in negotiations, built financial models for growth-stage companies, and guided owners through some of the most important decisions of their business lives.

01
Full-Spectrum Advisory
From ongoing financial leadership to a single transaction, we offer continuity of service — so you don't have to start over with a new advisor at every stage.
02
Disciplined Execution
Every engagement follows a structured, end-to-end process designed to maintain momentum, reduce risk, and avoid missed opportunities.
03
Targeted Access & Relationships
We don't rely on broad listings. We run focused processes — connecting the right buyers, lenders, and opportunities, including off-market relationships.
04
Lower Middle Market Specialists
Privately held businesses between $1M and $50M have unique needs. Our entire practice is built around serving this market with the attention it deserves.

A partner at every milestone

Ongoing
Fractional CFO Engagement
Financial infrastructure, reporting & growth support
Planning Stage
Business Valuation
Understand your company's true market value
Pre-Transaction
Exit Readiness Advisory
Clean financials, normalized EBITDA, buyer prep
Transaction
M&A Process Management
Buyer sourcing, negotiation & deal close
Post-Close
Transition & Acquisition Support
Smooth handoffs and new-owner financial integration
How We Work

A structured approach
for every engagement

Every advisory engagement — from fractional CFO to a full M&A transaction — follows a proven, structured process that keeps you informed and in control at every step.

1
Discovery Call

We learn about your business, goals, and timeline in a confidential, no-pressure conversation.

2
Assessment

We evaluate your financials, operations, and objectives to identify the right advisory path.

3
Engagement Plan

We present a tailored scope of work, timeline, and deliverables aligned to your specific needs.

4
Execution & Results

We execute with discipline, keeping you informed and adjusting strategy as conditions evolve.

Ready to strengthen your
financial foundation?

Whether you're looking for fractional CFO support, want to know what your business is worth, or are considering a sale or acquisition — we'd love to have a confidential conversation.

251-751-4744  ·  contact@sunsetig.com