A boutique merger & acquisition firm using a proprietary search product called The Business Acquisition Screening Filter (BASF) to help bring Sellers the best price and deal structure from an extensive (1200) database of private equity groups and corporate buyers (strategic) as well as the best fit per criteria and business type. We go through each investment groups portfolios one by one & research those that have similar businesses in you industry including competitors, suppliers, etc. We have different price points depending on what makes sense. In most cases, we are paid by the Buyer but suggest all Sellers have a Confidential Information Memorandum CIM) to properly market the business. The SJD Group prides itself on CONFIDENTIALITY and does not use other brokers.

Annuity and Estate Planning Concepts is a Financial Services organization that specializes in providing solutions to clients through smart planning and sound advice.