Private Transaction Group - Overview

Private Transaction Group

The advisors at Private Transaction Group are dedicated to providing professional and confidential services to business owners and business buyers. The executives at Private Transaction Group are certified Business Brokers and are licensed NASD security Registered Representatives.

Private Transaction Group has more than 50 years of combined experience in middle market investment banking and valuation, and have participated in hundreds of transactions of a wide variety of types. Our highly skilled professionals have worked with companies of all sizes from a range of industries. We have the knowledge, insight, and expertise to help business entities and their owners evaluate and implement a wide variety of ownership succession and transition strategies.

At Private Transaction Group, we are dedicated to providing you with intelligent, objective advice and highly personalized service from a team you can trust. We believe our clients’ trust is our most valuable asset. We believe clients should be educated in the process and know all the possible alternatives before making a decision. We believe in working closely with a clients’ other professionals, such as attorneys, financial consultants, insurance advisors, and accountants in order to create one cohesive team focused on the clients’ goals.

We believe a clearly defined strategy determines success and allows the client to continue to run their business during the process. We believe in establishing and maintaining realistic expectations. We believe in tax efficiency. It is not what you earn, but what you keep.