Testimonials
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“The Wheatley Group stood head and shoulders above all of the other Brokers
we interviewed to sell our Company…their advice and counsel was
invaluable in virtually every aspect of the transaction…I firmly believe
their expertise significantly increased the multiple (price), structure and
terms we received. I am glad we found them and was very happy to pay
their fee.”
Bill Sagstetter, President
Seller of a Manufacturing Company to a Worldwide NYSE Company
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“The Wheatley Group did it all. They brought a well qualified NASDAQ
Company to the table, provided excellent counsel throughout the negotiations
and managed the entire transaction process with skill and discipline. I would
highly recommend any seller or buyer to hire The Wheatley Group as its
Merger and Acquisition Advisor.”
John Quatrini, President
Seller of a Service Company to a NASDAQ Company |
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“It was only with your skillful assistance and experience that we successfully completed the purchase of majority ownership in AEI. Thanks for keeping all
parties focused and objective through what could have been very difficult
negotiations. I look forward to working with you again, should we be
involved in the purchase or sale of a company. Since this is the third
successful transaction we’ve completed with you, I can certainly recommend
your services to any prospective seller or buyer. Thanks again.”
Preston Miller, President
Buyer of a Service Company
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“I have worked with The Wheatley Group for a number of years and have found them to be highly competent advisors. They clearly understand many of the tax ramifications and nuances involved in buying or selling a business and are able to help the CPA in analyzing and providing value-added services because of their unique knowledge. I am happy to refer my clients to them as they are head and shoulders above most or all of their colleagues in the merger and acquisition profession.”
Barry Friefield, Tax Partner, CPA
Abalos & Associates, P.C. |
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“I was very impressed with your professionalism and ability to secure a very
high transaction value. I also appreciated your assistance in negotiating
some of the more difficult points on the structure. Your experience and
ability as an intermediary was crucial in getting the deal done in a timely
manner. I hope we get the opportunity to work together again. I look forward
to referring our clients to you in the event they are contemplating a sale
or merger.”
Quinn Williams, Partner
Attorney at Law |
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“Thank you for the excellent job you performed in selling my company.
In a deal filled with unpredictable situations and personalities, you
accomplished my goals with class, integrity and sage counsel. I am very
happy that my CPA referred you to me and I would highly recommend you
to anyone interested in buying or selling a small to mid-market business.”
Mike Stoffey, President
Seller of a Service Company |
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“My business used the services of The Wheatley Group in the area of business
acquisition consulting. I found throughout the year-long process for which
I contracted with TWG, that their Advisors were always available in a timely
manner to assist, counsel and research issues as they arose. I know their
counsel and advice saved me from paying considerably more than the final
purchase price and the savings covered their fees many times over.”
Thomas Gyder, President
Buyer of fellow Shareholders Stock |
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“I would like to take this opportunity to thank you and your team at The Wheatley Group for selling my business. You truly came through for me. A thousand other firms would have written my fantasy price on a napkin, listed my company, and sent a parade of unqualified “tire kickers” to take my time away from running the company. We developed a reasonable price and a dossier. You obtained pertinent information from prospective buyers and only presented interested and financially capable prospects. We received an offer quickly. I am happy and so is the new owner. I would highly recommend you to anyone serious about selling or buying a quality business.”
Richard D. Dunseath, President
Seller of a Service/Fabrication Company |
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“You are the only merger and acquisition professional I know that demonstrates both a sophisticated knowledge of the transaction landscape and the ability to effectively get deals done. You have clearly shown me that you are sincerely interested in what’s best for the client. Very few advocates anywhere have the skill and discipline, as you do, to act assertively on behalf of their client, while simultaneously being able to drive a complex deal, with adverse parties, to an amicable closing. You are a vital and important part of any transaction team and I am happy to continue referring my selling and buying clients to you and your firm.”
Steven Kopp, Certified Valuation Analyst
RSM McGladrey |
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“You had an uncanny ability to perceive and understand various aspects of a
deal and know very well how to read people and match the buyer’s interests
with those of a seller. In addition, your insight and business knowledge was
extremely beneficial in helping to get the entire negotiation process moving
in the right direction. I would recommend you highly to anyone considering
buying or selling a business.”
Thomas McKinley, President
Buyer of a Service Company |
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“I have had the pleasure of knowing and working with Wheatley Group
Advisors for a number of years. They are dedicated to their clients. Their vast
experience in mergers and acquisitions make them an outstanding addition
to any team. Their integrity is beyond reproach. Having The Wheatley Group
on board makes the job easier and will help ensure the best possible result for
the client”.
Austin Potenza, Partner, Attorney
Collins, May, Potenza, Baran & Gillespie, P.C. |
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“I wanted to take a moment to thank you for your help in selling my business. It was a pleasure working with you to get this deal done. You were extremely helpful, knowledgeable, honest and professional throughout the process. Even though my deal had some difficult circumstances, you did a masterful job of guiding me through the process. I am extremely happy with the deal you were able to negotiate on my behalf. I can’t recommend you and your company strongly enough. It’s a good feeling to know you are working with the best in the business.”
Clint C. Tabor, President
Seller of a Service Company |
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“I would highly recommend The Wheatley Group not only for their business
savvy and integrity, but also for their intuition regarding strategy, timing
and knowing when a deal is a good one.”
Joyce Bittner, President
Seller of a Service Company |
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“If you are thinking about a business sale, merger or acquisition, you should
seriously consider using the services of The Wheatley Group. They are
diligent, well-networked, and execution-oriented. They truly understand the
realities of the merger and acquisition marketplace and know what it takes
to make a deal a ‘win win’.”
Ed Zito, Senior Vice President
Alliance Bank of Arizona |
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“I refer people to The Wheatley Group not only because of their high level of
competency, but because of their very high ethical standards.”
Michael R. King, Partner, Attorney
Gammage and Burnham, P.L.C. |
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“Your integrity, professionalism and expertise in the merger and
acquisition market is unparalleled in Arizona. It is rare to find these
qualities in someone who is also a pleasure to work with.”
Quinn DeAngelis, Partner
Attorney at Law |
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“I would like to take this opportunity to thank The Wheatley Group for all you
did to help me sell my business. I will be forever grateful to you. A very heart
felt thank you to you and your team.”
June Aaroe, President
Seller of a Manufacturing Company
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“I have had the pleasure of working with The Wheatley Group advisors for a
number of years and found them to be honest, highly competent, helpful and
very knowledgeable about all aspects of the deal. They truly understand all
aspects of transactions and are unique in their ability to clearly understand
and evaluate all pertinent issues that impact sellers and buyers. I am happy
that I have an excellent resource for my clients who desire to sell or buy
companies.”
Rob Kimball, Partner, Attorney
Sacks Tierney P.A. |
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“I compliment you on the quality of your work and the work of The Wheatley
Group. Your integrity, innovation and energy make you an outstanding
person in your industry, nationwide.”
Charles Schaul, President
Six Pillars Research Group |
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“Tull, Forsberg & Olson has worked with The Wheatley Group advisors for
many years and always found them to be professional, efficient and honest.
Their guidance and counsel has brought added value to sales transactions
and resulted in premium prices and terms. We are always willing to refer
our clients to The Wheatley Group as we are confident that they will be
handled with the utmost courtesy and professionalism. The Wheatley Group
is number one on our list of merger and acquisition experts and we look
forward to a continued relationship with them.”
John Tull, Partner, CPA
Tull, Forsberg & Olson PLC |
“On behalf of Prospect Partners, thank you for all the great work performed in
connection with the Westland Industries transaction. The company offered a
very interesting opportunity for our firm. Moreover, you were an invaluable
asset in the completion of our successful transaction. Thanks again for your
hard work and professionalism throughout the process.”
Bill Glastris, Partner
Prospect Partners
Private Equity Group
Buyer of a Manufacturing Company |
