Services

Our primary objective at Tullius Partners is to create, enhance and maximize the value of our clients’ businesses. In doing that, we develop a clear understanding of our clients’ value objectives and subsequently chart the strategic course that is most consistent with reaching those objectives. That course can include strategic planning, financial advisory, raising financing, recapitalization, acquisition, merger and/or the sale of the company, all of which we have the expertise to facilitate.

Merger & Acquisition

The purchase or sale of a business is a complex and sensitive process, and relationship is key.  We work to understand the issues that are relevant to our clients, and simultaneously maintain strong, credible relationships with the capital resources specific to that space.  We expertly manage the process in order to ensure a successful and rewarding transaction for all.

Capital Raise

Finding the appropriate amount of capital and the right financing vehicle are vital for a company’s sustainability.  We bring over 80 years of experience and industry relationships to help our clients secure a compatible match whether to finance growth or refinance existing obligations.

Strategic Planning

While all owners want to increase business value, it can be difficult to know where to start.  We strive to learn our client’s personal and financial objectives, and identify the strategic options most complementary.  We then develop the action plan that charts the most efficient course for our clients to reach their goals.

Succession Planning

As an owner, choosing the next leader of the company from within the company, whether family or other, requires a significant amount of planning.  As an option to exit the business, the best successions are the ones that have been thoughtfully prepared.  We work to leverage our client’s personal goals to capture business value with the company’s legacy and the next generation’s ability.    

Financial Advisory

Growing business value is a dynamic and often challenging process. We understand this and advise our clients throughout this process on financial analysis, cost-benefit analysis, market valuations, and fairness opinions. By providing this independent and objective evaluation our clients can make decisions that ultimately determine the viability and long-term success of their organization.

Valuation

Before starting any endeavor, it is critical to know where you are starting from.  We provide valuation guidance, fairness opinions, and valuation reports that enable us and our clients to understand what current market conditions and other relevant factors suggest the market value of a business will be at any given time.  With a proper valuation, we can then chart how best to proceed.   

Industry Expertise

We utilize our multi-industry expertise and relationships, alongside detailed research skills, for the benefit of our clients. Our patterned approach and financial proficiency allows us to regularly work in new industries. Presently, the firm is most active in the following industires:

Facilities Services

  • Commercial, Institutional, Industrial, and Medical Contract Maintenance
  • Mechanical, Electrical, and HVAC Contract Maintenance
  • Carpet, Upholstery, and Window Cleaning
  • Construction Clean-up Services
  • Residential Cleaning

Healthcare Administration / Revenue Cycle Management

  • Outsourced Management, Services, and Communications
  • Payment System Solutions
  • Revenue Management, Billing, Reimbursement and Recovery Services
  • Supplies and Equipment

Business to Business Services

  • Recurring Revenue Streams
  • Middle-Market in Multiple Industries

Manufacturing & Distribution

  • Mechanical Transformation into Product for Distribution or Sale
  • Middle-Market with Significant Barriers to Entry

Client Testimonials

Tullius brought tremendous knowledge and experience to the transaction and treated me with kindness and respect.  They expertly guided me through a process that was much more detailed than I first expected.

Tasa Jessup, Owner - Jessup Janitorial, LLC

My partners and I couldn't imagine going through this process without the expertise, guidance, and support that Tullius Partners provided.  We had peace of mind knowing that Tullius Partners knew how to value and approach the principles of an acquisition and we continue to utilize their services as financial advisors as they help us create the road map with benchmarks to sustain and grow our national footprint.

Jeff Canham, Partner - Prestige Global Meeting Source

We found Tullius to be valuable consultants, honest and knowledgeable. I believe the biggest asset they brought to the table was creditability (sic).  Although there are many good companies performing such services, my experience with Tullius Partners was a successful one which I enjoyed.

Steve J. Guy, Executive Vice President & COO - Oxford Development Company

Cavalier Services engaged Tullius to find a suitable partner for a merger or sale. They were professional and diligent in their duties and found a partner for us that was the right fit. During the entire process, they were engaged, discrete, and prepared to execute the task we had given them. They know our industry and used that knowledge to our benefit.

Kevin Rohan, CEO - Cavalier Services, Inc.

Tullius Partners not only found the right buyer for our company, their team worked diligently with us through all facets of the transaction to a successful outcome. Due to their significant involvement, we were able to focus on day-to-day business, while they interacted with potential buyers on our behalf. They helped us realize goals that may have otherwise not been possible.

Jim Robinson, President and CEO - SCI Floor Covering Inc.

Tullius Partners brought a consortium of legitimate suitors to the table...Having received multiple offers, [we] felt satisfied that we were receiving the maximum value for our company. [Tullius'] honest approach and counsel..gave us the confidence that they were truly looking out for our best interest…

Brad Rolph, President - Specialty Medical Equipment, LLC.

I feel I was professionally and honestly advised by Tullius Partners.  They got me to my destination via the best and fastest route possible.  They offer excellent advice to both prepare a business for sale and take it to market.

Lee Molina, Owner - Beneficial Maintenance Services, Inc.

When we first began to seriously consider an exit strategy, Tullius emphasized the importance of planning far ahead to ensure that we positioned the business to adequately capture all of its value. That led us to retain Tullius Partners well in advance of our sale. And now in hindsight, I can say that the board and I consider that among the best strategic decisions we made.

G. Jean Davis, President - UniBar Services, Inc.

Tullius Partners has been an integral part of my company’s ability to achieve the goals of my strategic plan. They have been professional, thorough, honest, and driven, throughout the whole process. Being the industry expert they brought credibility and comfort to all parties, especially the banks. I could never have achieved these results without their expertise. Tullius Partners has become my company’s most trusted advisors.

Steve Balistreri, President - Sun Cleaning System, Inc.

Tullius more than earned their well-deserved fee with their knowledge, expertise, & relationships with prospective buyers that translated into getting the best deal for my business. They helped make me aware of potential issues in advance & make plans accordingly that kept me from making costly errors in selling my company

Danny Myers, Owner - Myers Services

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