Succession Advisory for Industrial Businesses — Buyers and Sellers

You spent decades building something worth owning. Getting full value for it — on your terms — takes the same care you put into building it. Holdfast Advisory works on the owner's side of the table, helping manufacturing and industrial products and services businesses prepare for what comes next — whether you're planning a sale, navigating a transition, or stepping into an acquisition.

Holdfast Advisory — How We Work
How We Work

Advisory Services Across the Full Ownership Lifecycle

Each engagement is independent and owner-elected. We work on the owner's side of the table — never as a broker, never on the transaction. Our fees are tied to operational performance, not deal activity.

1
Seller · 12 Months · Owner-Initiated
Business Preparation

The foundation of everything. We conduct a thorough business assessment, then work alongside you for twelve months to address the operational, financial, and documentation gaps that suppress value at the time of sale. The goal is a business that can be sold on your terms — at a price that reflects what you actually built.

Entry Assessment Financial Documentation Value Acceleration Retainer EBITDA Milestone Buyer-Ready Data Room
2
Seller · 3–6 Months · Optional · Owner-Elected
Sale Process Support

When your business goes to market, the broker manages the transaction. We stay in our lane — no involvement in buyer selection, pricing, or deal terms. What we provide is operational continuity: helping you respond to diligence accurately, prepare for management presentations, and protect the business narrative we spent twelve months building together.

Diligence Preparation Management Presentation Coaching Month-to-Month Retainer
Broker window — deal in market — we support but explicity do not broker businessees
3
Buyer · 6 Months · Optional · Buyer-Elected
Buyer Transition

The first six months after close are the highest-anxiety period of any acquisition. The broker has moved on. The seller's advisors are done. The lender wants covenant compliance. We offer new owners direct access to the people who spent twelve months making this business buyer-ready — providing operational continuity through the transition and protecting the debt service coverage that makes the deal work.

Transition Retainer Operational Continuity DSCR Milestone Lender Covenant Support
Target Business Size
20 – 150 Employees
Geography
New England — RI, MA, CT and surrounding states
Sectors
Precision Machining, Metal Fabrication, Defense Subcontracting, Industrial Services
Our Role
Advisory only — never a broker, never on the transaction

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