Accounting · M&A Advisory · Quality of Earnings · Valuations · CFO Services
BlueChip Advisors helps owners of established companies keep clean books, reduce taxes through our partner network, and sell for what their business is truly worth. Buyers get diligence and financing support they can underwrite. Boutique attention, institutional-grade execution.
Sell-side representation and buy-side search, from valuation to final wire.
Quality of EarningsBuy-side and sell-side QoE that lenders and buyers trust.
ValuationsFormal valuations and a 12–36 month exit plan.
Tax StrategyAnnual and capital tax mitigation, delivered with our tax partners.
AccountingOutsourced accounting and monthly close for growing companies.
Fractional CFOCFO guidance plus our KPI Dashboard subscription, without a full-time hire.
Our services
Most owners juggle a bookkeeper, a broker, a diligence firm, and their tax advisors. We bring accounting, M&A, and diligence under one roof and coordinate with your tax partners, so the numbers that close your month are the same numbers that sell your company.
Confidential sell-side processes built for competitive tension among qualified strategic, financial, and individual buyers. For acquirers, proactive on- and off-market target sourcing, screening, and LOI negotiation.
Learn moreIndependent analysis of normalized EBITDA, revenue quality, working capital, and debt-like items for buyers, sellers, and lenders.
Learn moreFormal valuations using income, market, and asset approaches, for transactions, gift and estate tax, and shareholder agreements. We look past the multiple to customer concentration, key-person risk, contracts, and equipment, then build a 12–36 month plan to raise transferable value.
Request a valuationWe coordinate financial, legal, operational, and environmental diligence, structure deals to protect proceeds, and align SBA 7(a) and conventional financing early so lenders are ready when you are.
Learn moreThrough our collaboration of partners, clients get annual tax mitigation and capital tax mitigation strategies, plus transaction tax planning coordinated with the deal. BlueChip Advisors does not prepare tax returns. Tax preparation and tax advice are provided by our independent, licensed tax partners.
Meet our partner networkMonthly close, accrual-basis financial statements, and reporting that management, lenders, and buyers can rely on.
Learn moreExperienced CFOs who lead forecasting, cash management, banking relationships, and board reporting on a flexible basis.
A monthly dashboard of the metrics that run your business: revenue, gross margin, EBITDA, cash, and the operating KPIs that matter in your industry. Updated every month with trends, targets, and a CFO's commentary, for one monthly subscription fee.
M&A Advisory
Investment-banking discipline for Main Street and lower middle-market companies, with transactions from $3M to $250M.
For sellers
We represent owners of established, profitable companies through valuation, confidential marketing, buyer vetting, negotiation, and closing.
For buyers
We represent strategic acquirers, private equity platforms, search funds, and individual buyers looking for the right business at the right price.
Our process
Whether you plan to sell in 6 months or 6 years, the earlier you engage us, the better your outcome. Most engagements close in 6 to 12 months.
We learn your goals, review your financials, and set a realistic value range.
We recast financials, build the CIM, and assemble a diligence-ready data room.
Blind teasers go to targeted buyers. Details are shared only after an NDA.
We manage buyer meetings, compare offers, and negotiate the LOI.
We coordinate attorneys, lenders, and CPAs through diligence to the final wire.
Selected transactions
Sale of a construction services business.
Bolt-on acquisition for a PE-backed platform.
Sale of a second-generation family business.
Diligence and QoE for an institutional buyer of a remediation platform.
Press & Media
From Forbes and Entrepreneur to broadcast radio, our founder David Moore has been featured as a subject matter expert in entrepreneurship, IPOs, business exits, and M&A strategy.
David Moore on what separates good leaders from exceptional ones, his path through entrepreneurship, and how ADHD shaped his problem-solving and his path to M&A.
David Moore is among the M&A experts quoted on the bank and financial-services M&A market.
Coverage of the opening of David Moore & Partners' Charlotte office.
Forbes contributor Joe McKendrick looks at how AI tools are reshaping entrepreneurship, with David Moore among the featured founders.
David Moore of BlueChip M&A advises small business owners on running a company during high inflation, part of the Lessons from Leaders series.
On South Carolina Business Review with host Mike Switzer, David Moore, CEO of BlueChip M&A, explains how rising rates are slowing small and mid-sized business acquisitions and what sellers should know.
David Moore announces the rebrand of his business concept into The Half Price Network, with digital loyalty cards and half-price deals.
Practical guidance for business owners on structuring earn-out agreements in an M&A deal.
David Moore is profiled as one of three founders who used unconventional funding methods to raise $25,000.
Angel investor David Moore advises founders on choosing IPO investment bankers and cautions against bargain bankers.
David Moore is among 100 founders featured on their breakthrough moments and the jobs their companies created.
David mentors startup founders across the Carolinas, drawing on his founding of Novarus Healthcare, City Rewards Network, and Phantom Consulting.
Listed as a top-rated M&A broker for the greater Charlotte area.
Spotlight · Quality of Earnings
Our transaction advisory team delivers quality of earnings reports that buyers, sellers, and lenders trust. Every adjustment is tied back to source documents, so there are no surprises late in diligence.
Partner network
We work alongside trusted specialists so every part of your deal and your tax position is covered, from LOI through life after the close.
Deal financing and SBA lending partners.
Tax preparation, transaction tax planning, and tax mitigation strategies.
M&A counsel from LOI through close.
CPA and quality of earnings specialists.
Financial planning for life after the close.
Industries
More than two decades focused on the sectors we know best.
Industrial producers, coatings, fabrication, and equipment.
General and commercial contractors, HVAC, and mechanical.
Electrical, plumbing, and other specialty subcontractors.
Remediation, maintenance, and field services platforms.
B2B service companies with recurring contracts.
Healthcare services businesses and practice transactions.
Platform and add-on acquisitions, diligence, and QoE.
Buy-side search, QoE, and SBA-ready financing.
Featured insights
What drives your multiple, and the steps owners take before going to market.
Moves to consider before December 31, from entity elections to estimated payments.
Eligibility, down payments, and how to structure a deal lenders will finance.
FAQ
Most businesses sell for a multiple of seller's discretionary earnings (SDE) or EBITDA. The multiple depends on size, industry, growth, customer concentration, and how much the business depends on you. A formal valuation from our team sets a defensible value range based on your financials and comparable transactions.
Typically 6 to 12 months from engagement to closing. Preparation, the quality of your financials, and buyer financing such as SBA loans all affect timing.
We market your business with a blind profile that doesn't name the company. Buyers must sign an NDA and show financial qualification before they see any details.
Primarily a success fee paid at closing, plus a modest engagement fee depending on deal size and scope. Accounting, QoE, valuation, and CFO services are quoted separately.
No. BlueChip Advisors is not a tax preparer. Tax return preparation, tax advice, and tax mitigation strategies are provided by our independent, licensed tax partners. We coordinate their work with your accounting and your transaction.
Established, profitable businesses from Main Street to the lower middle market, with transactions from $3M to $250M.
Join our buyer list through the form below and share your criteria and available capital. We'll match you with opportunities as they come to market.
Contact us
Every conversation is confidential and comes with no obligation. A senior advisor will respond within one business day.