Our Story
Built for the Owner Who Built Everything
For over a decade, we've guided business owners through the most consequential transaction of their lives — with the discretion, expertise, and personal commitment that the moment demands.
Start a ConversationWhy We Exist
The Advisor You Wish You'd Had
Turning Point Advisors was founded on a simple observation: most business owners sell their company only once. They don't know what they don't know — and the people on the other side of the table do.
We built this firm to change that dynamic. To give owners the same level of sophisticated representation that institutional buyers bring to every transaction. To ensure that the person who built the business walks away with what it's actually worth.
Over the past decade, we've completed more than 200 transactions across manufacturing, professional services, healthcare, technology, and distribution. We've seen what works, what doesn't, and what separates a great exit from a good one.
The answer, almost always, is preparation and process.
$2B+
in value transitioned for owners
How We Work
The Principles That Guide Every Engagement
Confidentiality First
Every engagement begins with a signed NDA. We protect your information, your employees, and your reputation throughout the entire process.
Owner-Centered Approach
We represent sellers exclusively. Our loyalty is to you — not to buyers, not to deal volume. Your outcome is our only measure of success.
Maximum Value
We don't just find buyers — we create competition among them. A structured, competitive process consistently produces better outcomes than one-buyer negotiations.
Earned Trust
Most of our clients come through referrals from owners we've served before. That's the standard we hold ourselves to on every engagement.
A Decade of Milestones
Our Track Record
Founded with a focus on lower middle-market transactions
Completed first $10M+ transaction
Expanded into manufacturing and professional services sectors
Navigated clients through market uncertainty — zero failed closings
Surpassed $1B in total transaction value
Over 200 successful transitions and counting
Our Philosophy
Every Owner Deserves a Great Exit
We believe the sale of your business should be the culmination of everything you've built — not a rushed transaction that leaves value on the table or a legacy unprotected.
That belief drives how we work: with patience, precision, and an unwavering focus on your outcome. Not deal volume. Not speed. Your outcome.
Ready to Write Your Next Chapter?
A confidential conversation costs nothing. Understanding what your business is worth — and what a great exit looks like — is priceless.